DocuSign

DocuSign makes your business faster, simpler and more cost-efficient with electronic agreements. Agree with confidence, with intuitive signing experiences across virtually any device.

Category: Document Management. Adds 4 actions to a care flow.

What to configure

Set these once, on the extension in Awell Studio. An action fails at run time if a required setting is missing.

Actions

DocuSign adds these 4 actions to a care flow. Add one to a step, then fill in its inputs.

Create embedded signature request with template

Let a stakeholder sign a request within Awell based off a template. The care flow will not progress until the request is signed.

Returns:

Create sequential embedded signature request

Create an embedded signature request with sequential signing. Adds both Recipient 1 (routing order 1) and Recipient 2 (routing order 2) to the envelope, but only generates the Recipient 1 sign URL. Use "Generate sign URL for existing envelope" action after Recipient 1 signs to get the Recipient 2 URL.

Returns:

Embedded signing

Let a stakeholder sign an embedded signature request with Awell Hosted Pages.

Returns:

Embedded Signing gives users the ability to sign documents directly from Awell Hosted Pages using DocuSign's embedded signing feature. First an embedded signature request with a template is created and then a signing URL is generated for the signature request. Via the signing URL, we can let the user sign the request from within Awell.

Embedded signing behaves as a blocking action where the action is only completed when the signature request is effectively signed.

**In order to add embedded signing, you need to add 2 actions to you care flow:

1. First, add the "Create embedded signature request with template" action. This action will create an embedded signature request based on a template and return a sign URL.
2. Second, add the "Embedded signing" action. In this action you will have to configure the sign URL you got from the first action.

Please note that the signing URL generated in the first step is only valid for 5 minutes and is one-time only.** This means that from as soon as the first action is activated, the user has 5 minutes to complete the signing request. Loading a session by the user also means that sign url is loaded and refreshing the page will cause the link to expire. When the sign URL has expired, the document cannot be signed anymore and and the process would have to be repeated.

Generate sign URL for existing envelope

Generate a signing URL for a recipient that already exists in a DocuSign envelope. Use this after the previous signer completes in a sequential signing workflow.

Returns:

Setup and notes

Make your business faster, simpler and more cost-efficient with electronic agreements. Agree with confidence, with intuitive signing experiences across virtually any device.

Extension settings

In order to set up this extension, you will need to provide the following settings:

1. Integration key (client ID) - An integration key identifies your integration and links to its configuration values. This can be obtained in your developer account from the **Apps and Keys page
2. API Account ID - A GUID value that identifies your account. This can be obtained in your developer account from the Apps and Keys page
3. Impersonated User ID (UserID) - This is a GUID identifying the DocuSign user that you will be impersonating with the access token. Your own User ID can be found at the top of the Apps and Keys page.
4. RSA private key (in Base64 format) - This is for the integration key you obtained above and can also be created on the Apps and Keys page (DocuSign also allows uploading your own keys). You only need the private key, and it can only be copied once. Make sure to retain it for your records. Provide it in Base64 format - if you copy the key as is, it will not be valid as newlines and formatting won't be persisted.
5. Base API URL - Base API URL for API calls matching your environment on DocuSign. Defaults to: https://demo.docusign.net. Can be obtained from Account Base URI** section of the **Apps and Keys page or the base_uri property in the response of a call to the /oauth/userinfo.
   1. DEV environment: https://demo.docusign.net (default)
   2. PRODUCTION environment: https://{server}.docusign.net, where {server} is the data center location of your production account (for example, CA**, NA2, or **EU)
6. Return URL template - Return URL for your application to which DocuSign will redirect the user after signing the document. Set when you self host your application. You can use {sessionId}, {pathwayId}, {activityId} and {stakeholderId} variables to construct the URL, where variables will be replaced with actual values. Defaults to: "https://goto.development.awell.health/?sessionId=\{sessionId\}". Remember that this URL MUST match the one you registered for your app in DocuSign settings. See docs for more details.

Also, before working with DocuSign** you should receive consent of the user to impersonate them with the API calls (even for your own account). Check the details on how to do that on DocuSign docs. It's a ONE TIME operation and is required for API calls to work for specific client-scope-uri combination. Required params explained below:

• YOUR_REQUESTED_SCOPES: This extension uses JWT Grant, so in place of YOUR_REQUESTED_SCOPES you MUST put at least signature%20impersonation.
  • sample consent URL: https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature%20impersonation%20click.manage%20click.send&client_id=XYZ-123&redirect_uri=https://test.com

Where this page comes from

The settings, actions, inputs, outputs and webhooks above are generated from the extension's own code, at @awell-health/awell-extensions v2.1.159. They match what the platform actually does rather than a description of it.

Field-level detail also appears in Awell Studio when you configure the action. Something wrong or missing? Email support@awellhealth.com.