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Digital Signature Integration with Forms 11

Forms Version 11 Integrations
Updated May 24, 2024
asked on March 13, 2023

Is there any way I can integrate something like Adobe Sign or Docusign into my form?

This is the flow so far, and I would like to be able to integrate e-signatures into the “Department Head Submits Cover Sheet”, “Send to County Attorney to Sign”, and “Send to Legislative Chair to Sign” steps.  Now, I’ve seen that there is a process template for external signatures with Adobe Sign but I don’t know how that would work in this case since there are multiple signers for one form.  Any help would be appreciated.

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SELECTED ANSWER
replied on May 23, 2024

What we ended up doing was saving the documents from the form to the repository, and then from the web repository using the DocuSign integration to digitally sign the contract.  We just got this implemented so it's still new but it seems to work well.

 

I made a template with a blank document in DocuSign where the clerk is allowed to upload and mark up the contract and then it goes to the chair to be signed.  This is done in Laserfiche so that the clerk can select the template and it starts the DocuSign process.

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Replies

replied on March 13, 2023 • Show version history

I can't speak to Adobe Sign, but DocuSign has a full API, so there are ways to process it, but it's not a quick plug-and-play kind of setup.

I am speaking from experience here, I have multiple form processes that work through DocuSIgn to populate and send templates out for signature, it required a lot of prep work and testing to get it working.

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replied on May 23, 2024

Hello @████████ , do you have any examples you can share with your Docusign integration please?  Thanks

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replied on May 23, 2024

Unfortunately, not really, it's pretty complex and not something I can really package up to share.  I was mostly just speaking to the fact that they have an API.

But you might want to look into the official Laserfiche integration with DocuSign: https://marketplace.laserfiche.com/integrations/76/Laserfiche-Integration-with-DocuSign

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SELECTED ANSWER
replied on May 23, 2024

What we ended up doing was saving the documents from the form to the repository, and then from the web repository using the DocuSign integration to digitally sign the contract.  We just got this implemented so it's still new but it seems to work well.

 

I made a template with a blank document in DocuSign where the clerk is allowed to upload and mark up the contract and then it goes to the chair to be signed.  This is done in Laserfiche so that the clerk can select the template and it starts the DocuSign process.

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replied on May 23, 2024

Thanks @████████, that's what I thought.  I have the Docusign API figured out but just was looking for a pointer how to integrate in the forms UI.  Really appreciate your prompt response.

 

Thanks @████████ we do not have the license for the official Docusign integration so was looking into other venues.

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replied on May 23, 2024

Doing what Ellie did is going to be drastically easier than implementing directly inside an LFForms process.  I like how my solution works, but if I had to start from scratch again, I would likely go that route over what I'm doing.

My method required creating my own API to sit in-between the user workstation and the DocuSign API to pass calls in-between the two, and doing a whole convoluted thing with DocuSign authentication on the user's workstation.

A middle-ground that I haven't tried, but would likely simplify how I have things set up would be to try to use Workflow to coordinate with the DocuSign's API rather than trying to handle it directly inside the form.  This does mean needing to submit the form and then get a separate task back after the workflow, but it solves a lot of problems.

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replied on May 24, 2024

Thanks @████████, something similar to the adobe bpl solution, build the docusign URL in the workflow and pass it on back to a later user task.  

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replied on May 24, 2024

Yeah.  Like I said I haven't done it, but I imagine it could work that way and would be much easier to implement.

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replied on March 14, 2023

An AdobeSign BP was added to Solution Templates for Self Hosted systems. It contains the Forms and Workflows for request a Signature in a Form process and WF making the Webservices calls to AdobeSign for Signatures. Gives you all the pieces, you just need to figure out how to use it what they created with your process. 

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