Sample Project Plan for DocuSign Connect - lingkio/docusign-connect GitHub Wiki

Milestones

  1. Configure the DocuSign connector in the Lingk Environment
  2. Determine if the DocuSign connect .NET app will be deployed via Docker or directly into a VM
  3. Create VM, if installing directly
  4. Clone the Docusign-Connect repository
  5. Get a simple DocuSign Form working with pre-fill
    • Start with a DocuSign form that just maps values to tabs
    • Create "Data Label" value for each tab that will be pre-filled
  6. Update the config YAML file with SSO information
    • Enter your SAML metadata
  7. Update the config YAML file with Lingk information
    • Enter your Lingk API Key and Secret from your project
    • Enter the Lingk Environment key where you have connect into DocuSign (see step #1) - click the "Pencil" icon to find the key
  8. Update the config YAML file with data provider information
    • The default configured data provider is Postgres
    • Add another provider in the source code to enable other types of providers - APIs, MS SQL, Oracle, etc.
  9. Ensure that the tables you are selecting have a unique identifier that maps to SSO (IMPORTANT)
    • In order for the data to be read from the provider, a unique identifier from the SAML payload must be used
  10. Specify your first template
    • Specify a URL path (example "/addressChange") to be used for the template (this URL will be inserted into your portal software or website)
    • Use the template GUID from the DocuSign developer site
    • Specify which provider should be used to prefill
    • Specify the redirect URL (after signature)
    • Specify the mapping between SAML and the provider for the template
    • Configure mappings for each tab (you will need the column names from the database or API AND the tab "Data Label" value
  11. Start the application as a .NET application or a docker image and pass in the config YAML file
  12. Hit the URL path ("/addressChange")
    • If working properly, you should see your SSO page launch
    • Enter your credentials and you should be redirected to the envelope on DocuSign automatically
    • Sign the document to be redirect to the redirect URL
  13. Push the .NET app and YAML configuration to production server / docker image

Troubleshooting

  • By default, the envelope Ids are reused if possible to reduce the number of envelopes. Delete the envelope ID for the user in order to get a new envelope for additional testing.