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vinayj0006
vinayj0006
May 5, 2024
Question

Post DocuSign the documents need to save in application folder

  • May 5, 2024
  • 14 replies
  • 0 views

HI TEAM,

I am trying to save the signed documents post DocuSign by creating a web API to start a process model to save the documents but I couldn't get the response from APi.

What are configurations need to be done in DocuSign admin application for making it success. If anyone had experience in realtime implementation of DocuSign please help me in resolving.

Thank you 

14 replies

shubhama926776
shubhama926776
May 6, 2024

[mention:99a4b0672a1e4da487be0139d2399079:e9ed411860ed4f2ba0265705b8793d05] 
Have you tried using this Download Document from an Envelope?
You have to store envelope Id in appian against each document to retrieve back those signed document using download document from envelope operation.

vinayj0006
vinayj0006Author
May 6, 2024

Hello shubham,

I have tried this but we can use this after the douments are signed. My question is I want to start a process model oncel the documents are signed and use this save document shape to  save documents. How  should I configure to initiate the process model once the documents are signed.

shubhama926776
shubhama926776
May 6, 2024

To automatically import signed documents upon completion, enable the "Envelope Signed/Completed" event in DocuSign's admin settings and configure a Callback URL pointing to your custom Appian web API. This API will receive notification upon signing and trigger the desired process model.
https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=lry1608071169447.html&_LANG=enus

Alternatively,
You can schedule a process in Appian to periodically check the status of envelopes. This process would use the "Download Document from Envelope" operation to retrieve signed documents and initiate the desired workflow only if the documents are available. However, this approach may introduce a delay compared to the real-time notification method but I would recommend in case of docusign plan subscription issue with client.

srmm0001
srmm0001
May 8, 2024

Hi,

 When integrating DocuSign with Appian to save signed documents, ensure your DocuSign integration key is set up correctly for authentication and configure DocuSign Connect to trigger your Appian web API upon document completion. In Appian, secure your web API endpoint, verify it can receive data from DocuSign, and check that the process model handles the API responses properly. Utilize DocuSign’s sandbox for testing and adjust permissions in the DocuSign admin to allow webhook configurations. If issues persist, consult both DocuSign and Appian support for guidance on the integration specifics.

vinayj0006
vinayj0006Author
May 8, 2024

Hi srini,

Thanks for replying, DocuSign is configured properly and able to send emails, but the Web APi is not hitting when the Event Triggers.

i can the 500 interval server error in the Dashboard of Connect in DocuSign.

may i know to how to verify it can receive data from DocuSign, and check that the process model handles the API responses properly and how to  Utilize DocuSign’s sandbox for testing and adjust permissions in the DocuSign admin to allow webhook configurations

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