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Drawloop - Route via Client Code in a DocuSign embedded signing Delivery Option

  • March 26, 2021
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What is required to Route via Client Code in a DocuSign embedded signing Delivery Option?

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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.
** Please see attached Sample for help in development. This sample is available for further understanding and base guidance. Nintex Support is unable to assist in the development of this sample.

 

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