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configure-docusign.md

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DocuSign configuration

Types of signatures

  • Embedded Signature: Allow to sign a document from a website or a mobile app by being redirected to DocuSign then sent back to the website or mobileApp
  • Remote Signature: Send an Email to ask for a document signature.
  • Clickwrap Signature: Allow to sign a document by a single click (for example: "Terms and Conditions").

Format restrictions:

TYPE EXTENSION
DOCUMENT .doc, .docm, .docx, .dot, .dotm, .dotx, .htm, .html, .msg, .pdf, .rtf, .txt, .wpd, .xps
IMAGE .bmp, .gif, .jpg, .jpeg, .png, .tif, .tiff
PRESENTATION .pot, .potx, .pps, .ppt, .pptm, .pptx
SPREADSHEET .csv, .xls, .xlsm, .xlsx
RECOMMENDATION SPEC
MAXIMUM FILE SIZE 25 MB
RECOMMENDED FILE SIZE 5 MB
MAXIMUM # PAGES PER DOCUMENT 2,000 pages

Add an integration key on DocuSign

First go and authenticate yourself in https://admindemo.docusign.com

  1. In DocuSign Admin, click API and Keys. click API and Keys.
  2. Click ADD APP / INTEGRATION KEY. go to Add Integration key
  3. Add a name for your app, then click ADD. click API and Keys.
  4. Select an authentication type:
    • JSON Web Token Grant (Service Integration) - This is used for a service integration which integrates directly with a DocuSign account. It requires an RSA keypair.
      • Create an RSA keypair. To generate a new keypair, click ADD RSA KEYPAIR. click API and Keys. Important: Copy the RSA keys to a secure location immediately after you create them. Secret keys and RSA keys are displayed in plain text only once: when they are first created. After that, for security purposes, DocuSign only shows the last 4 digits of any secret keys or the RSA Keypair ID of any keypairs generated. Secrets should be stored securely within your application. They should never be shared or disclosed publicly. copy private key.
  5. Click ADD URI and enter a Redirect URI for your application. When your application sends an authorization request to DocuSign, it includes the Redirect URI in the request. The Account Server verifies that the URI in the request and the URI in the application registration match and sends a request to this URI to continue the process. Your application can have more than one redirect URI. redirect uri. The URI must match the exact same URI of your application, without the last /.
  6. Click SAVE. Your integration key is generated and added to the list of keys. user guid.

Set Your private key into %kernel.project_dir%/var/jwt/docusign.pem. This path is configurable as following:

# config/packages/docusign.yml

docusign:
    # Authentication credentials to log into docusign.
    auth_jwt:
        private_key: "Path/To/Your/PrivateKey.pem"
        integration_key: "YourIntegrationKey"
        user_guid: "YourUserId"

Next: Configure the bundle

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