Topic
What is required to Route via Client Code in a DocuSign embedded signing Delivery Option?
Instructions
- Client Code will be a custom Visualforce page that uses the DocuSign API
- Nintex will complete and send the package, then redirect the page to the custom visual force page
- The Redirect URL field will be the Visualforce page.
Additional Configuration Notes:
- No In-person Signing or Signing Edit Preview.
- Inside the Client Code, a query for Envelope ID will be needed.
- The Client Id is formatted like "FirstNameLastNameRecipientEmail" example: string clientUserid = recipientUsername.replace(' ', '') + recipientEmail;
Additionally, if Client Code is not desired, please feel free to use "Routed via LOOPlus" :
Documentation: https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/manageDDP/AddDocuSignDelivery.htm?Highlight=embedded%20signer