DocuSign or Adobe Sign over email

RE: DocuSign or Adobe Sign over email

Mike Schmitt — Wed, 15 Mar 2023 14:22:33 GMT

We use Adobe Sign in our production system to handle sending custom-generated PDFs via pre-defined templates, then having various users sign them in sequence. It works well for this purpose, though I'd caution anyone considering adopting them, that their online fillable PDF template editing system is MAJORLY lacking. For instance, if a PDF has 20 different fields on various different pages that all need to be signed by Signer 2, the designer is forced to click through to each individual field and manually change the target - there's no group-select-and-bulk-edit whatsoever.

RE: DocuSign or Adobe Sign over email

vineethk0001 — Wed, 15 Mar 2023 06:52:16 GMT

Thanks a lot for the details.

RE: DocuSign or Adobe Sign over email

vineethk0001 — Wed, 15 Mar 2023 06:52:08 GMT

Thanks a lot for the details.

RE: DocuSign or Adobe Sign over email

Nicole Walter — Wed, 15 Mar 2023 03:00:57 GMT

Hi Vineeth! It should definitely be possible to have your user sign the document over email. To do this, you'll need to do a few things:

Firstly, you'll need to set your environment up to work with Docusign. If you don't already have Docusign configured for your Appian environment, I suggest reaching out to people on your team who have the necessary data (your url instance, your api account id, your api username, your api password, and your integration key) and then follow the steps here.

Next, you'll want to use the Send Document for eSignature integration within Appian. You should be able to use this in either the saveInto parameter of whatever interface is sending the email, or in a Web API if that fits your use case. I'm guessing that you have either have some form setup where a user is manually clicking a button to send an email for signature, or you have some sort of process that triggers it. In either case, you should be able to use the linked integration to send a document to be signed.

If you have any further questions please feel free to ask! I'm always happy to help.

RE: DocuSign or Adobe Sign over email

Abhay Dalsaniya — Tue, 14 Mar 2023 19:58:16 GMT

DocuSign CS is available OOTB.

Ref. https://docs.appian.com/suite/help/23.1/docusign-connected-system.html

RE: DocuSign or Adobe Sign over email

aditya007 — Tue, 14 Mar 2023 18:20:34 GMT

You need to integrated with DocuSign to send documents from Appian for signature via DocuSign, and retrieve the signed document from DocuSign back into Appian. You need to write our own smart services that invoked DocuSign REST API. Even though it would have been simpler to use the DocuSign JAVA APIs for this integration (in case someone else attempting the DocuSign integration finds this information useful).