Sending Documents for eSignature with DocuSign Using the Conga eSignature API

This use case describes how to send the documents for eSignature with DocuSign using the Conga eSignature integration API. Perform the following tasks to send the documents for eSignature:

Set up the DocuSign account
Configure DocuSign parameters
Grant consent
Create an envelope
Send for signature

Set Up the DocuSign Account

Before you start the setup, you must have a DocuSign account. After creating a DocuSign account, you must create apps and keys in your account. For more information, see Creating Apps and Keys in DocuSign Account.

Configure DocuSign Parameters

Configure DocuSign parameters using the put_api-config-management-v1-configurations endpoint.

Endpoint	https://<name of the instance>/api/config-management/v1/configurations
Request Method	PUT

Request Body

{ 
    "Category": "ESign", 
    "Name": "DocuSignConfig", 
    "Value": "{\"ImpersonatedUserId\":\"<user ID>\",\"APIAccountId\":\"<API account ID>\",\"AuthServer\":\"https://account.docusign.com\",\"IntegrationKey\":\"<integration key>\",\"BaseUrl\":\"https://demo.docusign.net\",\"AccountId\":\"<account ID>\",\"PrivateKey\":\"<private key>\",\"PublicKey\":\"<public key>\"}" 
}

CODE

Replace the exact values for the user ID, API account ID, integration key, account ID, private key and public key. To get these values, log in to your DocuSign account.

Field Name	Description
User ID	Go to Settings > Apps and Keys, and look for User ID in the My Account Information section.
API Account ID	Go to Settings > Apps and Keys, and look for API Account ID in the My Account Information section.
Integration Key	Go to Settings > Apps and Keys, and look for Integration Key in the Apps and Integration Keys section.
Account ID	Click your profile image in the upper-right corner. Your account number is under your name and/or org name in the drop-down menu.
Private and Public Key	Use the private and public key values you received when you created apps and keys in your DocuSign account.

After successfully executing this request, you will receive a 200 response code in the response body.

Grant Consent

To grant consent, open the following link in a new tab:

https://account.docusign.com/oauth/auth?response_type=code&scope=impersonation%20signature&client_id=<client ID>&redirect_uri=<redirect URI>

CODE

Replace the exact values for the client ID and redirect URI. To get these values, log in to your DocuSign account.

Field Name	Description
Client ID	Go to Settings > Apps and Keys, and look for Integration Key in the General Info section.
Redirect URI	Go to Settings > Apps and Keys, and look for Redirect URIs in the Additional settings section.

Once you open the link, the login screen is displayed for DocuSign. Enter your email and password to login, and Click Allow.

Create an Envelope

The post_api-esign-v1-esignatures endpoint enables you to send the documents for eSignature through DocuSign.

Prerequisite

A contract with:

An In Signature status category
A Ready for Signature status

End Point	https://<name of the instance>/api/esign/v1/esignatures
Request Method	POST

Request Body

{
    "ObjectId": "eab35099-5b18-42b0-af8d-15013eb352a1",
    "ObjectType": "Agreement",
    "Email": {
        "EmailSubject": "Contract document for sign",
        "EmailContent": "Please sign the contract document."
    },
    "Recipients": [
        {
            "FirstName": "first",
            "LastName": "last",
            "Role": "signer",
            "Email": "flast@conga.com",
            "RoutingOrder": 1
        }
    ],
    "Name": "Envelope",
    "DocumentIds": [
        "df78b62e-8422-4043-8cf4-a7674acf2ec6"
    ],
    "ReturnUrl": "<Any URL>"

}

CODE

Response Body

{
  "Success": true,
  "Data": {
    "PackageId": "7838a7cd-55b4-4998-889c-b283c769efe8",
    "TagUrl": "https://appdemo.docusign.com/auth-from-console?code=5aab0771-7437-40f4-a0db-47c426223433&t=45b6a39b-fb53-4d4b-89c8-1d0a2f50053e&from=https%3A%2F%2Fdemo.docusign.net&r=https%3A%2F%2Flocalhost%3A44373%2Fapi%2Fesign%2Fswagger%2Findex.html&view=true&DocuEnvelope=7838a7cd-55b4-4998-889c-b283c769efe8&e=7838a7cd-55b4-4998-889c-b283c769efe8&send=1&accountId=c6b6d723-d1a4-4043-a61a-c504b1a88f76&a=tag",
    "Status": null
  },
  "Errors": null
}

CODE

If the request is successful, the response body returns a Tag URL. Click the URL to finalize the document in DocuSign.

Send for Signature

Open the Tag URL in a new tab. This opens the documents inside the DocuSign Console.
Drag and drop the required fields into your document.
To associate a field with a recipient, click the recipient's name and drag and drop the required fields into your document.
To access any specific page of the document, scroll through it using the DOCUMENTS pane to the right.
Click Send to send the document for eSignature.

After sending the document for eSignature, the contract's status category and status change to "other party signatures" and "in signatures", respectively.