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DocuSign® Service

Server:
All Documents: Enable DocuSign requests on non-configured document types

You can define tab sets ('sign here' tabs, approval buttons, etc.) and associate them with document libraries and types. In addition, DocuSign can offer the signer various default signing actions. By checking this option, your users will be able to request a DocuSign signature on any library document, not just those pre-configured.

Email Automation Account

Custom email address used exclusively for DocuSign status notifications.
POP Server:

Format [ssl:]server[:port], where the optional "ssl:" prefix indicates a POP3S connection. The default POP3 port is 110, and the default POP3S port is 995, if no port is provided.

Email Address:
Email Login:
Password:
Poll Interval: minutes
Account BCC: This is an account-configured BCC
UnForm uses an email BCC address to monitor progress of each signing request. In some types of DocuSign accounts, this address can be configured at an account level, so UnForm does not need to include a BCC setting with each request.

If Account BCC is checked, you must configure the BCC address in your DocuSign account configuration. UnForm will assume this address is configured and will not include a BCC in each request.

If Account BCC is not checked, UnForm will include a BCC value with each request submission. However, users must have management permissions in DocuSign to use this feature, or the request will be denied.

Spool Handling

Processor Executable:
When signed documents are retrieved, if they are not designated for library archive storage, they are stored on the file system in ./docusign/spool, along with a property file of name=value pairs based on custom tag settings in a deliver command, and this program is run. The program can be specified in a simple or complex format:
  • If a simple name, the signed file and property file are added as quoted arguments.
  • If it contains @file and optionally @prop text tags, those tags are replaced with the signed file and property file.
Once the command line is constructed, it is executed. Use this to design custom handling of the signed PDF documents. An example shell script is provided as a template, docusign/dssample.sh.

On Windows, if you run a console program such as a batch script, you must use the command processor, such as cmd.exe /c "handler.bat "@file" "@prop"".

The deliver command can also include a 'processor' tag that overrides this setting.

Spool Purge:

Number of days to retain signed files in the docusign/spool directory.

Tab Set Name

All tabs with the same name will apply to a document

Tab details including type and position
Tab Type:
Page or Anchor:

Enter a page number, such as 1, or text for an anchor position

X Pos/Offset: (inches)
Y Pos/Offset: (inches)
Width: (inches)

Applicable for approve button and text tab types

Height: (inches)

Applicable for approve button and text tab types

Name:

Used as a caption for some tab types

Label:

Included in export data from DocuSign

Text:

Approve button text, or read-only text field data

Library
Doc Type:
Sub ID:

Enter a sub ID that the selected tab set applies to. Leave blank or set to * to apply the tab set to any sub ID of the selected library and doc type.

Tab Set:

Select a tab set type to apply to the selected document type

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