In this tutorial, we will guide you on how to complete document e-signing by integrating Yeeflow with DocuSign. To get started, ensure you have access to a DocuSign admin account for the integration. If you or your organization hasn’t yet signed up for DocuSign, you can easily create a new account on their website.
For more details, please refer to the DocuSign Action guide.
With these steps, you’ll be able to seamlessly use the DocuSign action within Yeeflow’s Workflow Designer. Having a personal or organizational DocuSign account is a key requirement to enable this integration, ensuring a smooth and efficient e-signing process.
Step 1: Setting Up a DocuSign Connection
To begin, navigate to Yeeflow's Admin Center. Click the gear icon located in the top-right corner, then expand the Integrations tab and select Connections. Next, click on "+ New Connection" and choose DocuSign.
A pop-up window will appear where you need to enter a connection name and select the account type as either Production or Demo. Once done, click "Connect", which will prompt another pop-up window to continue the setup.
Step 2: Add & Configure the DocuSign Action
Start by adding the DocuSign action to your workflow. Drag and drop the "DocuSign" action into the Workflow Design panel. Once added, configure the action by providing the necessary details. For a detailed guide, refer to DocuSign Action Documentation.
Step 3: Choose Document Source
In the DocuSign action settings, select the Document Source based on your needs:
Local PDF File:
Upload a PDF file locally to a variable. This option is perfect if there is no fixed document template, offering more flexibility for documents that are unique to each workflow.
—By default
the signer will manually select and place the signature fields (e.g., name, signature, title, and date) in DocuSign.
— Using Extended Parameters
To further customize the signing experience, you can use Extended Parameters to define the exact placement of signature fields. This involves two key steps:
Add Anchor Tags in the Document:
First, place Anchor tags within the document to specify where you want the signature fields to appear. For example, you can use a tag like/Sign_Here/to mark the position for the signature. This ensures that the correct field is placed, even if the document contains similar text.Configure Extended Parameters in DocuSign:
After adding the Anchor tags in the document, you’ll need to map them to specific signature fields in the DocuSign action settings. For example, if you used the/Sign_Here/tag, you can set up the Extended Parameters in DocuSign as follows:{
"recipients": {
"signers": [
{
"roleName": "role1",
"recipientId": "1",
"name": "",
"email": "",
"routingOrder": "1",
"tabs": {
"signHereTabs": [
{
"anchorString": "/SIGN_HERE/",
"anchorUnits": "pixels",
"anchorXOffset": "10",
"anchorYOffset": "0"
}
],
"dateSignedTabs": [
{
"anchorString": "/DATE_HERE/",
"anchorUnits": "pixels",
"anchorXOffset": "0",
"anchorYOffset": "-1"
}
]
}
}
]
}
}This configuration maps the
/Sign_Here/anchor tag to the signHereTabs in DocuSign. The X and Y offsets allow you to fine-tune the exact positioning of the signature field.
2. Create from Template:
Choose a template from My Templates in your DocuSign account. Ensure the required template is pre-configured in DocuSign before selecting this option. This method is ideal for reusable documents like contracts or agreements.
By using templates, you can save time and maintain consistency across multiple transactions. All the required fields can be set up in My Templates in advance, so when you use DocuSign within Yeeflow, you only need to select the appropriate template. This allows you to focus on the workflow without having to manually configure fields every time.
For detailed information on how to manage and set up templates in DocuSign, refer to the official DocuSign guide:
DocuSign Template Setup Guide
