DocuSign tab

Content Manager Render enables you to render documents using the subscription-based service DocuSign to process requests for Document Review authorization. To use this function, you need an account with DocuSign and configure your account for API access.

For API access, you need to create an "Integrator key", and will be required to get the key certified before you can use it in a production environment. For more information, see:

https://www.docusign.com/developer-center/api-overview

https://www.docusign.com.au/p/RESTAPIGuide/Content/GettingStarted/Integrator%20Keys.htm

Once you have an account and an API key, you will need to configure Render to use this service using the following fields:

  • Server name - docusign.com
  • User ID - your DocuSign account email address or your DocuSign user ID
  • Password - the matching password for your DocuSign account. Alternatively you can use an "API password" which is a password hash.
  • API key - the Integrator key supplied by DocuSign
  • Polling Interval (seconds) - if there are DocuSign requests outstanding, Render checks every polling interval with the DocuSign server. Default time is 1800 seconds (30 minutes).

You may also need to configure a proxy to allow Render to access the network. This is done via the command:

netsh winhttp proxy set web-proxy.org.net:8080 (change to your proxy)

Note: all communications with DocuSign use HTTPS. You can configure HTTP and HTTPS separately, as in the following more advanced example:

netsh winhttp set proxy proxy-server="http=myproxy;https=mysproxy:88" bypass-list="*.site.lab"

Once configured, all Document Review authorization requests will be processed by Render. When a request is sent, the status of the request in Render will be updated to "Request Sent" and Render will periodically look for updates for any open requests every half hour. Once a document has been signed, Render will retrieve the signed copy of the document as a PDF file and attach as a new rendition. There is also an option in Content Manager to choose to "Promote the signed copy rendition of this document to be the main document."