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DocuSign electronic signature

Komodo Care Connect ships with both DocuSign's DocuSign Apps Launcher package and Komodo Health's DocuSign OneClick Toolkit package. These packages enable an integration with DocuSign to provide users with a one-click solution for requesting and capturing electronic signatures (eSignatures). The DocuSign OneClick Toolkit package is independent from the Komodo Care Connect product such that the DocuSign integration can be used with any object, including, but not limited to, the Consent (mvn__PJN_Contact_Point_Type_Consent__c) custom object to request and capture consent. The one-click solution must be configured as follows so that users do not have to create separate record types, page layouts, and buttons for each DocuSign template. Instead, dynamic values on a record will prompt different templates to be sent for signatures.

To configure the one-click solution for the DocuSign integration:

1. (Prerequisite) Create a DocuSign account

Komodo Care Connect ships with the DocuSign Apps Launcher package that contains the one-click functionality along with several DocuSign objects and metadata types under the dfsle namespace. To use the DocuSign Apps Launcher package and the one-click functionality, you need to have a DocuSign account.

Note

Komodo Health recommends signing up for a DocuSign developer sandbox account to use with your Salesforce sandbox environment. Use your live enhanced plan DocuSign account only when you are ready to configure the DocuSign integration in a production environment.

Do not sign up for a trial account as they have expiration dates and do not use a business account as they do not include integration capabilities.

2. Assign DocuSign-related permission sets

To enable admins and users to configure and use the DocuSign integration, respectively, assign the following DocuSign-related permission sets to each profile:

Warning

Unexpected issues may arise when adding permission sets from managed packages into permission set groups. Komodo Health recommends provisioning the following DocuSign permission sets outside of permission set group assignments.

Table 124. DocuSign-related permission sets

Profile

Permission set

KCC - PS User

  • DocuSign User (DocuSign_User)

  • Komodo - DocuSign Permissions (DocuSign_OneClick_Permissions)

System Administrator

  • DocuSign Administrator (DocuSign_Administrator)

  • DocuSign User (DocuSign_User)

  • Komodo - DocuSign Permissions (DocuSign_OneClick_Permissions)



3. Establish the Salesforce and DocuSign connection

To connect your Salesforce environment with your DocuSign account:

  1. In the App Launcher, search for and select DocuSign Apps Launcher.

  2. In the DocuSign Setup tab, click Log in to DocuSign. If you are configuring DocuSign for a non-production environment, expand the Advanced Options and then click Log in to Demo Account. A DocuSign login pop-up will appear.

    Warning

    If you have a pop-up blocker in your browser, the DocuSign pop-up will not appear and you may encounter the following error message: "Disable your browser's pop-up blocker before logging in. Make sure that you have a custom domain set up." You must disable the pop-up blocker in either your browser or your Salesforce site to complete the subsequent steps for the Salesforce and DocuSign connection. For information on how to allow pop-ups in Chrome, reference Block or allow pop-ups in Chrome.

  3. In the DocuSign pop-up, log in with your DocuSign credentials. If you are configuring DocuSign for a non-production environment, remember to use your DocuSign developer account credentials.

  4. In the Salesforce pop-up, log in with your Salesforce credentials. If you are configuring DocuSign for a non-production environment, remember to use your test or QA Salesforce credentials.

  5. In the DocuSign Setup tab, select the DocuSign account that you want to establish a Salesforce connection with and click Next.

  6. To authorize DocuSign with access to Salesforce, click Allow Access. A Salesforce confirmation pop-up will appear.

  7. In the Salesforce pop-up, click Allow.

  8. To finalize the authorization, log in with your Salesforce credentials again. Remember to use the same credentials as you did in step 4. The "DocuSign - Get Started with DocuSign Apps Launcher" page will appear.

To confirm that the connection has been established:

  1. In DocuSign, log into your account.

  2. In the top navigation bar, click Settings.

    Note

    If you are in DocuSign Developer and do not see Settings, you should first:

    1. Click your user icon.

    2. Click My Apps & Keys.

  3. In the left panel, scroll down to Integrations and click Connect. The "DocuSign Apps Launcher" app should appear.

4. (Recommended) Update the DocuSign app name

All connections between Salesforce and DocuSign established in the same manner as Step 3. Establish the Salesforce and DocuSign connection will appear as "DocuSign Apps Launcher" in DocuSign. To avoid any confusion when differentiating Salesforce environments, Komodo Health recommends changing the name of the "DocuSign Apps Launcher" app in DocuSign to the domain name of the Salesforce environment.

To update the name of the DocuSign app from "DocuSign Apps Launcher":

  1. In DocuSign, navigate to the DocuSign app that you just added in Step 3. Establish the Salesforce and DocuSign connection.

  2. Click Actions and then Edit.

  3. In the Name field, enter a new name for the DocuSign app, such as the domain name of the connected Salesforce environment.

  4. Click Save Configuration.

5. Create and share DocuSign templates

In DocuSign, templates are used to create the envelopes that are sent for eSignatures. To set up the file(s) that you intend to use to capture eSignatures, create a template in DocuSign. Reference DocuSign's documentation for detailed guidance on how to create a template.

For the new template:

  1. Enter a Template name. The template name will be used in Step 8. Create DocuSign-related metadata records.

  2. In the Add documents section, upload one or more files.

  3. In the Add recipients section, enter one or more recipients. You only have to complete the Role field. You can leave the Name and Email fields blank.

  4. Click Next.

  5. (Optional) Drag and drop a signature field into the file(s) for the recipient(s) to sign.

  6. Click Save and Close.

6. Enable Salesforce users to use DocuSign functionality

To enable users in your Salesforce environment who are not members of the connected DocuSign account to send DocuSign envelopes:

  1. In the App Launcher, search for and select DocuSign Apps Launcher.

  2. In the DocuSign Setup tab, to the right of eSignature, click Configure.

  3. In the Settings subtab, set the Enable System sender to the Salesforce user whose DocuSign account is connected to the Salesforce environment.

7. Add the one-click quick action onto an object

Komodo Care Connect provides a one-click Lightning component that can be created and added to any object, including objects outside of the Komodo Care Connect product, to send out the DocuSign template for an eSignature. To create the one-click quick action for an object:

  1. In the Object Manager, navigate to the desired object.

  2. In the Buttons, Links, and Actions tab, click New Action.

  3. In the Action Type field, select Lightning Component.

  4. In the Lightning Component field, select mvn:docuSignOneClickQuickAction.

  5. In the Label field, enter a label for the quick action. The Name field will populate accordingly.

  6. Click Save.

To add the one-click quick action to a page layout for the object:

  1. In the Page Layouts tab, select the desired page layout.

  2. From the Mobile & Lightning Actions group, drag and drop the newly created quick action onto the page layout.

  3. Click Save.

To add the one-click quick action to a record page for the object:

  1. Open a record page in the Lightning App Builder.

  2. In the highlights panel, click Add Action.

  3. Under Quick Actions, select the newly created quick action.

  4. Click Done and then Save.

To establish a relationship between the object that triggers the eSignature and the DocuSign Status (dfsle__EnvelopeStatus__c) object:

  1. In the Object Manager, navigate to the DocuSign Status (dfsle__EnvelopeStatus__c) object.

  2. In the Fields & Relationships tab, click New.

  3. Select Lookup Relationship, and then click Next.

  4. In the Related To field, select the object on which the one-click quick action was created, and then click Next.

  5. In the Field Label field, enter a label for the new field, and then click Next.

  6. Set the field-level security for each profile as appropriate, and then click Next.

  7. Add the field to a DocuSign Status page layout as appropriate, and then click Next.

  8. Add a custom related list as appropriate, and then click Save.

8. Create DocuSign-related metadata records

To configure how the DocuSign envelope is sent to different recipients and how DocuSign envelope updates are captured:

  1. Create a DocuSign One Click Setting (mvn__DocuSign_One_Click_Setting__mdt) metadata record for each DocuSign template you create.

  2. Create a DocuSign One Click Recipient (mvn__DocuSign_One_Click_Recipient__mdt) metadata record for each type of recipient for each DocuSign One Click Setting metadata record.

  3. Create a DocuSign OneClick Envelope Update (mvn__PJN_DocuSign_OneClick_Envelope_Update__mdt) metadata record to track the status updates for each DocuSign envelope.