DocuSign is a platform that provides a way to electronically sign documents on different devices. It helps business owners to collect and manage digital transactions.
Oracle Integration Cloud (OIC) provides an out-of-the-box adaptor for DocuSign adaptor which can help you to fully automated electronic signature workflows. You can configure the DocuSign Adapter as a target connection in integration in Oracle Integration.
This blog post is divided into 2 parts. In this first part, you can see how to use a DocuSign adaptor and create integrations seamlessly. We will Setup DocuSign configurations and Create integration in OIC to enable you to use digital signature functionality by using DocuSign Adaptor, while later on we will Create a Process workflow to pick up a document from the Content repository and electronically sign the document and upload it to the required folder. (see Part 2 for DocuSign Adaptor in Oracle Integration Cloud - Configuring & Automating Workflow2)
This part will help you to setup DocuSign configurations and use this in the Oracle integration console to utilize the DocuSign adaptor functionality. We will keep the file to be signed in Oracle Content and Experience Cloud (OCE) in this use case.
The first and the major step is to do the DocuSign configuration in the DocuSign console. Follow steps as mentioned below:
a. Login to DocuSign Admin console:
b. Login with your user details. If your user does not exist, create a user.
c. Now you need to create an integration key in order to allow OIC (Oracle Integration Cloud) to connect to DocuSign. Navigate to Settings –> Apps and Keys
d. Now ADD app & Integration Key, by using the button as highlighted below:
e. Give a name to your integration Key, in this case, I gave “OIC”.
f. Click on the Key OIC to get more details about the key. Under General Info, you can get all the details about the key.
Below is the configuration required to be done at DocuSign end to enable Oracle integration cloud adaptor to use this integration key created and your account information will look as below:
Once you have done the DocuSign configuration, let’s move to the second section and login to Oracle Integration Console. For this integration in OIC, you need to define the two connection and then create integration. So, let's create two connections:
1. A REST Trigger which includes the connection details of the Oracle Content and Experience Cloud. For this connection, you need to define only the URL of OCE and the authentication credentials.
d. Once details are entered click on Provide Consent button that is available on the screen. This will check the connectivity between the Oracle Integration Cloud and DocuSign. If the connectivity is established properly then you will get a screen similar to the below one. If there is an issue, follow the steps from the previous section and verify all the details.
Note: The pop-ups should be allowed from the browser when you are clicking on provide consent button.
When the two connections are established, the next step is to create integration from the OIC console.
Here the integration that we are defining exposes a REST endpoint and takes a document ID (from Oracle Content and Experience Cloud) as a parameter. The ID is used to retrieve the document from OCE and then send it to DocuSign using the DocuSign adapter.
So first you can use the REST trigger as a trigger for this integration. Here is the Final Configuration setting which needs to be done using the wizard:
Note: It is a POST request with a JSON payload and the response is also in JSON format:
In the second step, the document is retrieved from OCE using the unique ID from the previous step. The REST adapter is configured using the wizard as follows.