Question

Trigger a forms process based on a DocuSign signed event

Forms Workflow

Updated March 12, 2020

asked on March 12, 2020

I have a Laserfiche form where the user enters their email address. An automated email message gets sent to that email address with a link to sign a DocuSign document. Is there a way to capture the Signed event for that particular user document? The goal would be to know who signed the document, and then resume the business process by assigning a user task to approve and a final confirmation message to the email address originally provided.

I know you can trigger a Laserfiche workflow on a new DocuSign document that is saved in the repository, but I'm trying to accomplish this in the middle of a forms business process.

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replied on March 12, 2020

Hi Purvi

By editing the config.xml file at C:\Program Files\Laserfiche\Web Import Services\DocuSignConnectService\Config. You can set up the Signed Completed event to put a value in a metadata field in the repository when the document is Signed. We have used "Signed".

We use the Metadata field change to trigger a workflow that would start a forms process.

If you are trying to remain in the same Forms process as where you had originated the Signing process, then you would need to add a loop with a timer to run a workflow to check on the document at a timer interval (Such as 2 hours), if the field has changed to Signed, you would write a value back to the form that would be validated through your loop to change course and continue the workflow

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replied on March 12, 2020

This a sample of how we edited the config file. SigningStatus was the Metadata Field Name, Signed was the value

<Events>
<OnSignedEvent>
<FieldValues>
<FieldValue name="SigningStatus">Signed</FieldValue>
</FieldValues>
<DocumentNotFound>
<DefaultFolder>\*Signing Completed</DefaultFolder>
</DocumentNotFound>
</OnSignedEvent>

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replied on March 12, 2020

Thanks Steve.

This is a clever solution - I'll try it.

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Trigger a forms process based on a DocuSign signed event

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