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Drawloop - DocuSign version 7.0+ Configuration Update - SOBO

Question

Upgraded DocuSign for Salesforce App to a version 7.0 +.  What other configuration do I need to set up to work with Nintex Drawloop App?
 

Answer

DocuSign Configuration Update:
When upgrading the DocuSign Salesforce App to a version 7.0 + the integration with Drawloop DocGen has changed.  To support the changes, we have created the Integration option below, “Send On Behalf Of”.

**This is supported in Drawloop versions 15.1.2 and above. Upgrading Drawloop may be required in your environment
 

Send On Behalf Of (SOBO):
This configuration is storing an authorization connection to a specified DocuSign account. When a DocGen Package is run, the Full Name and Email associated with the running User's DocuSign DSProSFUsername on their Salesforce User Detail page will be referenced in the DocuSign Envelope.

Step 1: Navigate to the Drawloop DocGen Admin Tab > Configuration >  Third Party Integrations > Create or Edit a DocuSign Integration:

Documentation: Third Party Integrations

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Step 2:

  1. The Account ID may populate if an account is connected to salesforce, otherwise obtain the API Account ID from the DocuSign admin page.
  2. Select the type of DocuSign environment associated with the account. (Live or Demo)
  3. Select the Authentication to use. In this instance, we are selecting Specify credentials for Send On Behalf Of. (This will be the Authorization connection to the DocuSign account.)
  4. Enter the Docusign Username and Password of the DocuSign User you wish to authorize the connection as.
Step 3:
When Running a Document Package this authorization will allow access to the associated DocuSign account. Nintex Drawloop then references the DSProSFUsername of the User generating the DocGen Package and the DocuSign Envelope is sent with those details from DocuSign.

User-added image


Step 4: Email outcome>


User-added image

 

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Version history
Revision #:
57 of 61
Last update:
‎09-17-2019 09:05 PM
Updated by: