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DocuSign and K2 Integration

KB001802

PRODUCT
K2 Cloud
K2 Five
K2 blackpearl 4.6.10 to 4.7
K2 Five (5.1) November 2018 Cumulative Update Fix Pack 12

 

By integrating DocuSign with K2, you can create applications that allow you to send documents for electronic signatures with workflows, and embed DocuSign signing capabilities into SmartForms. By using K2 and DocuSign together, you can automate delivery of documents for signatures, reduce the time it takes to get a signature, and integrate DocuSign's electronic signature features into a larger K2 application.

This article groups together various topics, videos and other resources to help you understand how to integrate K2 and DocuSign.

The content in some of these links may refer to older versions of K2. While there may be slight nuances between different versions of K2, the overall principles around integrating K2 with DocuSign remain the same. 

 

 

Getting to know DocuSign-K2 Integration

These links provide background and overview information on how K2 and DocuSign work together.

Enabling DocuSign Integration in K2

Before you can use DocuSign integration in your K2 environment, you must activate the DocuSign feature. The links below describe how to perform this activation in different K2 products. Be sure to read the entire topic since there may be specific security or other prerequisites to be able to activate the feature.

Using DocuSign

Once the DocuSign feature has been activated, you can integrate with DocuSign, for example by chaining DocuSign wizards in a workflow. The links below provide reference information and how-to walkthroughs that describe how to implement DocuSign integration in K2.  The links are organized by K2 product.

K2 Cloud

K2 Five

K2 blackpearl and K2 smartforms

K2 for SharePoint

Knowledge Base Articles and Other Content

In addition to the product documentation links above, additional articles and content are available to assist you with implementing DocuSign integration in K2. This section provides links to additional resources, as well as quick links to help you search for more content around K2 and DocuSign integration.

 

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