I have implemented DocuSign integration in our application. The integration helps in sending, receiving and signing the docs, but the signed docs are not getting attached to the case. Could somebody please help..?
Version - 8.4
***Edited by Moderator: Pallavi to change category from General to Product, update platform capability tags***
Login to dousign account. Go to settings -> Integrators -> Connect (present in the left pane)
Add a Custom configuration, where we have to provide https url in the URL to Publish (HTTPS required) - i.e. We have to provide our Service endpoint URL.
This Service endpoint URL can found in the DocuSign Service pyConnect (DocuSignService • Services • pyConnect) in our application.
In this custom configuration you can select/unselect the checkboxes as per your requirement.
2. Configuration from Pega -
For your DocuSignService Service Package(ootb package) - in Service Access Group change the value to your application access group e.g. HRApps:Administrators.
Then send a new doc to DocuSign, Sign it from the docusign and test the case type for attachments.
Docusign uses DocuSignService pyConnect for DocuSign Integration in pega. To find errors when the signed document does not get attached back to the case you can open the docusign service pyConnect (DocuSignService • Services • pyConnect) and trace it while sending the signed document from Docusign to pega.