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Symptoms

 


I have Docusign configured and once I sign the document I need K2 to continue to route the document and move to final location in SharePoint .. but workflow stops once docusign takes over.
 

 

Diagnoses

 


N/A
 

 

Resolution

Referencing the docusign documentation from: http://help.k2.com/onlinehelp/k2forsharepoint/UserGuide/current/default.htm#How_to_create_a_workflow_using_DocuSign_and_K2.htm

 

 

 

Once the 'Send Envelope' event executes, the workflow will move forward and execute the next activity/event this is expected behavior.

 

 

 

To tell the workflow to wait until the document is signed before proceeded, you will need to poll the Status of the Envelope. To do so, one can use the 'Envelope Status' SmartObject > Load method to check for the envelope status a 'sent' status indicates that the document have not been signed, a 'Completed' status indicates that it has been signed.

 

 

 

This can be accomplished with a looping workflow design with perhaps a 17-20 minutes Start rule to poll for this status. Line rule can be configured such that if status = 'sent' loop and adhere to the 17-20 minutes start rule if status = 'Completed' proceed with the next step in the workflow.

 

 

 

Docusign does not allow for polling more than once every 15 minutes, hence the 17-20 minutes Start Rule:

 

 

 

https://www.docusign.com/developer-center/recipes/polling-for-envelope-status

 

 

 

http://help.k2.com/onlinehelp/k2forsharepoint/UserGuide/current/default.htm#ServiceBrokers/DocuSign/DocuSign.htm?Highlight=Polling Interval

 

 

 

Once the document(s) is signed, Docusign will generate a PDF file of this document along with the signature. To retrieve this signed document, you will need to use the Docusign 'Document' SmartObject and the List and/or Load method to get the document(s) from Docusign. A Sharepoint SmartObject/Sharepoint Upload event can be used to push this '.pdf' file to the Sharepoint Library/location of your choice.

 

 



 
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