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DocuSign Integration

DocuSign Integration

DocuSign is the fast, reliable way to electronically sign from almost anywhere in the world.

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15 installs

DocuSign is the fast, reliable way to electronically sign from almost anywhere in the world.

Setup Instructions: DocuSign Portal

  1. Go to the Docusign Website

  2. Signin/Signup with your details

  3. You will get the Account id and Basic path

  4. When you create a project you will get Integration key and secret key.

Setup Instructions: ERPNext Instance

  1. Add the above obtained account details in Docusign Settings.

  2. The Digital Signature Document should include a Sales Invoice or Purchase Order and an assigned role.

  3. Add this {host}/api/method/dscerpnext.dscapi.auth_login in redirect url of Docusign project.

How it works?

Upon submitting your Sales Invoice or Purchase Order, your Digital Signature Document will appear correspondingly on the DSC Sales Invoice or DSC Purchase Order.

You need to open DSC Sales Invoice or DSC Purchase and click on the appropriate action.

You will then be redirected to Docusign, where you will need to drag and drop the signature.

If you want add second signaure click on action again.

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