DocuSign and electronic signatures

TAS 5.19.12 has no built-in integration with DocuSign or any other electronic signature service. There is no plugin, configuration screen or dedicated Smart Event for it. If you need electronic signatures, a consultant or developer builds them directly into the template using the general integration tools that TAS provides.

What this means in practice
The administrator does not switch anything on centrally for a signature integration. Their role is to prepare the credentials (Vault) and, if DocuSign needs to send data back to TAS, an API token or OAuth client. The connection itself is part of the design of the specific template.

How such an integration is built

ToolWhat it is used for
Smart Event HTTP RequestA simple call to the DocuSign REST API from a template task, such as sending an envelope for signature or checking its status. See the article Smart Events for integrations.
Smart Event JWT GeneratorGenerates a signed JWT for the DocuSign JWT grant (integration sign-in without user involvement) when HTTP Request alone is not enough and the token must be built in a separate step.
Calculation module curl in a calculation scriptMore complex scenarios that HTTP Request does not cover directly: multi-step calls (authorization → envelope creation → download of the signed document), response processing, saving the document to the case.
VaultSecure storage of the integration key / private key of the DocuSign app. The script or Smart Event configuration refers to it by name only.
API token or OAuth clientUsed when DocuSign (or a middleware between DocuSign and TAS) calls back into TAS, for example to write the signature status to the case. See API tokens and OAuth clients in practice.
This is template design, not a product feature
Because TAS has no single DocuSign integration, the behaviour (which fields are sent, how the envelope status is handled) differs from template to template. When migrating or reviewing such a template, always check its Smart Events and calculations directly rather than relying on this chapter.

Related: Smart Events for integrations, Vault, REST API: login and basic calls.

DB View

ERP and other integrations
Syca (opens in a new tab)

Powered by HelpDocs (opens in a new tab)