Setting Up DocuSign Integration

Vlocity CLM uses DocuSign to support eSignatures. Using DocuSign, you can:

• Define DocuSign tags on a contract template and contract documents.

• Send a contract document for review and signatures.

• Track the signed contract document and update the contract record status.

• Accept the signed contract document online or by fax.

• Automatically invalidate a contract document that is pending signatures if a new contract document supersedes it.

When an envelope is created in DocuSign, if there is no customer action, the envelope may expire or become voided. If this happens, the ContractSignatureVoidedStatus and ContractSignatureExpiredStatus settings on the Contract Type determine what happens to the contract.

• Setting Up the Remote Site
  To configure DocuSign to work with Contract Lifecycle Management, you must connect Salesforce to a DocuSign account. You set up the DocuSign remote site as one of the websites your Salesforce org can invoke.
• Setting Up the DocuSign System User
  Each customer must have its own DocuSign account. The account may include multiple DocuSign users. Among the users, one is the Vlocity CLM API user. The DocuSign integration uses the DocuSign Send On Behalf Of (SOBO) feature. A single user in an account can authenticate for other account members.
• Modifying the DocuSign Admin Account
  To use a different DocuSign account, you can modify the DocuSign configuration.
• Setting Up the DocuSign User Account
  To integrate with DocuSign, a user must be a valid DocuSign user within the same DocuSign account as the Vlocity CLM user.
• Scheduling a DocuSign Job to Poll for Document Signed Status
  Vlocity Contract Lifecycle Management provides an Apex class called ContractEnvelopeStatusScheduler that you can schedule to poll DocuSign for statuses of envelopes submitted as part of the eSignature process. If you schedule this class from the Salesforce UI, it can only be scheduled every hour (this is intended Salesforce behavior). However, you can schedule the class from the Developer Console at more frequent intervals. Since DocuSign places its own 15-minute minimum interval requirement in between two successive calls, the following example shows how to schedule using schedulers that run 15 minutes apart, so that four jobs are run every hour. You can run this with less number of schedulers if you want to poll DocuSign less frequently.
• Set Up Generic Documents For DocuSign eSignature
  You can send documents generated from objects other than contract, such as quote, order, or opportunity, for eSignature through DocuSign.