DocuSign and K2 Integration
KB001802
PRODUCT
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.
Getting to know DocuSign-K2 Integration
These links provide background and overview information on how K2 and DocuSign work together.
- Webinar: K2 + DocuSign: End-To-End Digital Transformation
- Partner Profile: DocuSign
- Datasheet: DocuSign Datasheet
- Blog: Are You Losing Visibility Into Your Business at the Most Critical Time? (1 Nov 2016)
- Blog: K2 Product News: Increase Your Productivity with Mobile, DocuSign and Cloud! (16 Sept 2016)
- Press Release: K2 Integrates with DocuSign Digital Transaction Management (8 Oct 2014)
- Search for more DocuSign content on k2.com
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.
- K2 Cloud: DocuSign Feature Activation
- K2 Five: DocuSign Feature Activation
- K2 blackpearl: DocuSign Feature Activation
- K2 for SharePoint: DocuSign Feature Activation
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
- DocuSign Workflow Wizards in K2 Designer workflows
- How To: Create a Workflow with DocuSign Events in K2 Designer workflows
- How To: Create a DocuSign Envelope List View in SmartForms
- How To: Create a Custom DocuSign Search Filter for the Envelope List View with SmartForms
- How To: Create Embedded Signatures with DocuSign
K2 Five
- DocuSign Workflow Wizards in K2 Designer workflows
- How To: Create a Workflow with DocuSign Events in K2 Designer workflows
- How To: Create a DocuSign Envelope List View in SmartForms
- How To: Create a Custom DocuSign Search Filter for the Envelope List View with SmartForms
- How To: Create Embedded Signatures with DocuSign
K2 blackpearl and K2 smartforms
- DocuSign Workflow Wizards in K2 Studio and K2 for Visual Studio workflows
- DocuSign Workflow Wizards in K2 Designer workflows
- The DocuSign Service Type
- How To: Create a Workflow with DocuSign Events in K2 Designer workflows
- How To: Create Embedded Signatures in SmartForms
- How To: Create a DocuSign Envelope List View in SmartForms
- How To: Create a Custom DocuSign Search Filter for the Envelope List View with SmartForms
K2 for SharePoint
- DocuSign Workflow Wizards in K2 Designer workflows
- Video: How to create a basic workflow with DocuSign Events
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.
- Known Issue: KB001752: DocuSign Service Instance defaults to the last 30 days
- Knowledge Base Article: KB001717: Integrator Key Change
- Knowledge Base Article: How To: Deploy a DocuSign K2 integrated workflow to a production environment
- Whitepaper: DocuSign Integration (A whitepaper describing the DocuSign Integration introduced with K2 4.6.10. Includes the DocuSign API prerequisites, registering a service instance, using the wizards and concludes with a How To for incorporating DocuSign functionality in a workflow.)
- Search for more DocuSign content in help.k2.com
- Search for DocuSign content in K2 community
- Search Google for DocuSign-K2 integration articles
