In this tutorial, you will learn how to set up Next Matter and Docusign to send documents to sign as part of your process.
First Configurations
For any use case you need to:
Some options may only be visible/available depending on you account type and Docusign plan.
Step1: Get Docusign API Account Id
Sign in to Docusign as an administrator and Navigate to Settings > Apps and Keys.
Step2: Connect Docusign integration in Next Matter
Navigate to the integrations tab in the profile settings and click on "Connect" for Docusign. You will need to follow the prompts as you will be requested to allow access for Next Matter to create and send envelopes.
Setup Next Matter Integration Step
We present two use cases as a baseline:
Select the Next Matter process that should integrate with Docusign, open the editor and add a new Integration step at the right point in the process.
You can also use our step templates, such as "Send a File to Sign with Docusign" or "Send Docusign Template to Sign"to create the required steps.The step template will walk you through with building notes.
Method: POST
URL: https://eu.docusign.net/restapi/v2.1/accounts/<API_ACCOUNT_ID>/envelopes
Preconfigured integration: Docusign
Upload a document and send it to sign
Sample Body:
{
"emailSubject": "Please sign this document",
"documents": [{
"documentBase64": "{File Upload - First file (base64)}",
"name": "Employment Contract",
"fileExtension": "pdf",
"documentId": "1"
}],
"recipients": {
"signers": [{
"name": "John Doe",
"email": "john.doe@email.com",
"recipientId": "1",
"routingOrder": "1",
"tabs": {
"signHereTabs": [{
"anchorString": "**signature_1**",
"anchorUnits": "pixels",
"anchorXOffset": "20",
"anchorYOffset": "10"
}]
}
}],
"carbonCopies": [{
"name": "Jane Smith",
"email": "jane.smith@email.com",
"recipientId": "2",
"routingOrder": "1",
}]
},
"status": "sent"
}
Documents
It can contain one or multiple files. Please note that the file shall be included in base64 encoding format. This scenario considers a previous Action step with a File Upload action. The data reference to that File Upload should take the base64 encoding format.
The document may have fields, called Tabs, to fill in by a recipient. Each recipient can have different fields assigned. You can include them with the "tabs". This example only includes the signature field for the signer. The position of the field in the document is specified by the anchorOffset. Here the documentation on the different types of fields.
Recipients
There are different types of recipients in Docusign. Here the documentation.
For each recipient you can configure the name and email either with predefined values or using data reference from previous actions. Each recipient shall include a different recipient Id, so just increase the Id by one each time new one is included.
The example includes the Signer and the person receiving a copy, Carbon Copy.
Status
The status as "sent" indicates that an envelope shall be created and directly sent.
Send an Envelope Template to sign
Sample Body:
{
"templateId": "<ENVELOPE_TEMPLATE_ID>",
"templateRoles": [
{
"name": "John Doe",
"email": "john.doe@email.com",
"recipientId": "1",
"roleName": "signer",
"tabs": {
"textTabs": [{
"tabLabel": "Job Position",
"value": "Marketing manager"
},
{
"tabLabel": "Organization",
"value": "Organization"
}]
}
},
{
"name": "Jane Smith",
"email": "jane.smith@email.com",
"recipientId": "2",
"roleName": "cc"
}],
"status": "sent"
}
Template ID
Copy the Template Id from Docusign. Navigate to Templates and select the one you want to use. In there, you will see at the top the Template ID.
The template has the recipients, documents and fields (tabs) defined.
Template Roles
Each envelope in Docusign has its recipients defined with a Rolename to identify them. Each recipient may have a different type, but that's defined in the template itself.
Tabs or Custom Fields
The document can contain Custom Fields which shall be created in Docusign. You can fill them out automatically in your Next Matter process. Each custom field is associated to one recipient, this is why the "tabs" attribute is included per recipient. To fill in a Tab, you need to identify it with the Data Label name indicated in the "tabLabel" of the body. See image below.
The example only contains Text Tabs but there are many more. For that, please go to the Docusign documentation.
Status
The status as "sent" indicates that an envelope shall be created and directly sent.
FAQ
How can I revoke access consent?
The consent can be revoked through Docusign Admin Site. Here the documentation.