Need help implementing signature workflow

Created on 23 January 2024, 10 months ago
Updated 13 June 2024, 5 months ago

Hello,

I need help implementing the signature workflow.
I'm not really sure how to approach it.

So far, I've set up DocuSign developer account, a template, connected Drupal app to it and I am able to send the email based on the first DocuSign example provided by this module.

What I would like to achieve is that when I click on "Sign", the file (provided as a parameter?) is sent to DocuSign and based on a template a user can sign the document, which should then be returned to Drupal and saved as a new file *_signed.pdf

Thank you in advance for any help

💬 Support request
Status

Closed: outdated

Version

1.0

Component

Code

Created by

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Comments & Activities

  • Issue created by @giosal90
  • Status changed to Postponed: needs info 10 months ago
  • 🇫🇷France S3b0uN3t Nantes

    Hello,

    The module is currently available in a development version and cannot be considered stable. Its use is at your own risk.

    However, I would like to help wherever possible.

    I confirm that the electronic signature examples are now operational, provided that the template and associated fields exist

    Simply follow the DocuSign example and documentation if you want to perform more advanced operations.

    Can you provide a clear example of the workflow you are trying to do ?

  • Hello,
    Thank you for your reply.

    The workflow we're trying to implement is the following:

    1. We have a PDF document with text fields.
    2. FillPDF fills out the document fields with the specific data from Webform Submission per entity.
    3. We would like then to allow a user to sign this document by clicking on "Sign" button.
    4. We have also uploaded the same document to DocuSign as a template and added a signature field.
    5. So, when user clicks on "Sign" button, we would like them to be redirected to DocuSign eSignature page where they can sign the document.
    5.1. If I understand correctly, at this stage our application must make an API call to the DocuSign eSignature API and request the creation of the Envelope and transmit the document in base64 encoded format, right?
    6. When the document is signed, the user should be redirected back to the website and the signed document stored locally on the server.
    6.1. Again, if I understand correctly, at this stage the DocuSign eSignature API should return the signed document to our application, right?

    And thank you for any help in advance.

  • 🇫🇷France S3b0uN3t Nantes

    Hello,

    When submitting the form, you need to generate a DocuSign envelope and redirect user to DocuSign (as in my examples).

    In a Webform context, you need to use your own WebformHandler to add you redirection in ::postSave() (Webform example here) in which you will do the same redirection principle as in my examples.

    Hope my answer helped you.

    Cheers,

  • Status changed to Closed: outdated 5 months ago
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