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            Set Up an Integration for Get Status for ESign

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Set Up an Integration for Get Status for ESign

            To get the status of the document that was sent for ESign, set up an integration.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To create integration definitions: IndustriesIntegrationFwk
            To create or update an integration procedure, Data Mapper, or Omniscript:

            OmniStudio Admin permission set

            AND

            Digital Lending India Admin User
            Note
            Note The get status for esign documentAPI sends verification status of different signers as different elements of the VerificationStatus array JSON node. The integration reads the sign-status of the first signer sent in the SignerInfo array because it's built for a single signer. To extend this capability, you can make changes in the DigitalLendingIndia_GetEstampDocumentStatusResponse IP by cloning it.

            After the EStamp Session API is called, the user must store the received documentId in a custom field on the ContentVersionObject.

            1. From Setup, in the Quick Find box, enter integration definitions, and then select Integration Definitions.
            2. Create an integration definition.
              1. Click + New.
              2. Select External Services Defined as the type.
              3. Enter DigitalLendingIndiaESignGetDocumentIntegDef as the name of the integration definition.
              4. Enter the name of the registered external service that you want to use to connect to an external API.
              5. For action, select the method or the operation of the service provider API to be called to get the status of the document.
              6. Select DigitalLendingIndia_GetEsignDocumentStatusRequest as the input processor.
              7. Select DigitalLendingIndia_GetEsignDocumentStatusResponse as the output processor.

              The DigitalLendingIndia_GetDocumentStatus integration procedure calls the DigitalLendingIndiaSetDocumentIdtoPayload Data Mapper.

              This integration procedure invokes the DigitalLendingIndiaESignGetDocumentIntegDef integration definition from the DigitalLendingIndia_GetEsignDocumentStatus Omniscript.

            3. Save your changes, and activate the integration definition.

              The DigitalLendingIndia_GetEsignDocumentStatusRequest input processor calls the DigitalLendingIndiaSetPayloadForEsignStatus Data Mapper.

              The DigitalLendingIndia_GetEsignDocumentStatusResponse output processor calls these Data Mappers.

              • DigitalLendingIndiaTransformEsignStatusResponse
              • DigitalLendingIndiaCreateDocChkItmForEsignedDoc
             
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