DocuSign for SharePoint On-Prem · PDF file221MainStreet,Suite1000,SanFrancisco,CA94105Ι...

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DocuSign for SharePoint On-Prem — v3.1

Published: July 18, 2017

Overview

DocuSign for SharePoint allows users to sign or get signatures from any SharePoint document

library. This guide provides information on installing, sending, and signing documents from

SharePoint.

Important! This guide applies only to SharePoint on premise installations. It cannot be used for

SharePoint Online.

Note: The DocuSign for SharePoint application is only available for Microsoft SharePoint 2013 and

Microsoft SharePoint 2016, and can only be installed by SharePoint administrators. If you already

have a DocuSign account, the user credentials specifiedmust have sending enabled andmust

have send on behalf of rights enabled. See theDocuSign administrator email address setting

description for additional information.

What's New 3

Install DocuSign for SharePoint 5

DocuSign for SharePoint Settings 11

Send Documents using DocuSign for SharePoint 23

Check the Status of Sent Documents 25

Sign Documents with DocuSign for SharePoint 26

Quick Start Guide

SharePoint Designer Workflow Actions 28

FAQ 43

For More Information or Assistance 50

Release Notes 51

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DocuSign for SharePoint On-Prem

What's New

This section describes the new features and fixes included as part of the current release.

See Release Notes for features and fixes for previous releases.

New Features

l Multiple DocuSign accounts - Starting with v3.1, SharePoint On-Prem supports multiple

DocuSign accounts. Companies can now have three levels of administrative granularity

where each level is tied to a different DocuSign account. This accommodates use cases

where, for example, different business units or geographic locations need to be

administered separately. The three levels are:

o Central Administration defined for the entire farm (required)

o Site Collection

o Document Library

l Bulk Send envelopes - When preparing an envelope to be sent, you can upload a CSV

list of recipients and each person on the list will receive an identical envelope.

l New workflow action - A new workflow action extracts field values from completed

envelopes.

l Workflows now support proxy settings.

Bug Fixes

l Only one file is downloaded when checking the status of a signed document.

l SharePoint users are no longer mapped to DocuSign users; matching is done on-the-fly

when a user initiates an action (send, sign, or go to DocuSign). Related changes are:

221 Main Street, Suite 1000, San Francisco, CA 94105 Ι www.docusign.com Ι © DocuSign, Inc.

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o Remove hidden user list and logic

o Remove users persisted object

o Remove Update button from Central Administration page

o Remove Show Users button from Document Library settings page

l The Secure Store App is created when you set the administrator credentials on the Cen-

tral Administration page

l Documents are downloaded to a custom location set to a sub-site's document library

l The Account ID is always shown on the Central Administration page


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Install DocuSign for SharePoint

Before installing DocuSign for SharePoint, be sure to follow the guidelines and

requirements listed here.

Installation Guidelines and Requirements

l During the deployment, the SharePoint farm is unavailable to users. We recommend

deploying during non-business hours.

Important!DocuSign for SharePoint uses the Secure Store Service. The Secure Store

Servicemust be configured and running when installing DocuSign for SharePoint. If the

Secure Store Application is not started and configured, the appmay appear to be

installed but it will not work. See the Microsoft TechNet articleConfigure the Secure

Store Service in SharePoint for detailed information on configuring and starting the

service.

Note:DocuSign for SharePoint does not support SharePoint 2013 Foundation or

SharePoint 2016 Foundation because the Secure Store Service is not included.

l DocuSign for SharePoint requires .NET 4.5 or higher.

l DocuSign for SharePoint does not support a hybrid configuration in which the

customer does not host and administer the SharePoint farm.

l DocuSign for SharePoint only installs if there is at least one site to activate.


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https://technet.microsoft.com/en-us/library/ee806866.aspx



DocuSign for SharePoint Installation

As an administrator or site collection owner, follow these steps to install DocuSign for

SharePoint:

1. Make sure you have configured and started the Secure Store Service, including

creating a new encryption key if this is the first time you're using the Secure Store

Service. See the Microsoft TechNet article Configure the Secure Store Service in

SharePoint for information on configuring and starting the service.

2. Extract the installation files to a folder on your SharePoint server.

3. Open the folder and double-click the file DocuSignForSharePoint2013.Installer.exe

(the file name is the same for both SharePoint 2013 and SharePoint 2016).

This starts the DocuSign for SharePoint install wizard.


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4. Follow the steps outlined in the Install Wizard:

a. Choose your deployment option – you can either install the application, update a

current installation of DocuSign for SharePoint, or uninstall DocuSign for

SharePoint. In this case, you are installing the solution, so choose Install to

SharePoint sites.

b. Type a regular expression to retrieve the desired sites from your SharePoint farm.

For example, if you are looking for a site that contains the URL test, type /test into the

regular expression URL text box.


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Move the sites you want to install DocuSign for SharePoint on from the list on the

left to the list on the right.

c. Set the DocuSign environment, either DEMO or Production, you want to use. This

will be the environment setting for all of the site collections selected in the previous

step.

d. Type your DocuSign email and password to configure your DocuSign account on

behalf of all your SharePoint users.


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Your DocuSign account must have Account Wide Rights andSend on Behalf of

enabled.

e. If you need to connect to a proxy server, include the proxy settings. If not, click Next

to skip this step.

f. Review your settings on the confirmation screen, and then click Process.

Note: You can find information about the different settings in the FAQ.


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g. A screen displaying all the sites the DocuSign for SharePoint solution was installed

on appears.

5. The DocuSign actions are now visible under the DocuSign tab for all document

libraries in the selected site collections.

Important! There must be direct connectivity to the Internet from the SharePoint

servers where the solution is installed.


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DocuSign for SharePoint Settings

This section provides information about general account, site collection, and document

library settings for DocuSign for SharePoint.

DocuSign General Settings

This section provides information about the account settings for DocuSign for SharePoint.

Only Secure Store Service administrators can view and change these settings.

To access the DocuSign settings, go to the SharePoint Central Administration settings and

look for the DocuSign Connector. In the connector menu, select DocuSign Connector

Settings to go to the DocuSign General Settings screen. These settings apply to the entire

SharePoint farm. See DocuSign Document Library Settings for more information about

document library settings.


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DocuSign Account Settings

The account setting options are:

Environment: This sets which DocuSign environment your DocuSign for SharePoint

installation is using. This can allow testing or demonstrations of the installation before

going live on the DocuSign production environment.

To change the setting, click EDIT on the same line as Environment and select the

DocuSign environment you want to use. Changing the environment removes the system-

wide login. Click SAVE to save the change.

Proxy server: This sets the proxy server information for your account.


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To configure your proxy server settings, click EDIT on the same line as Proxy server. In the

dialog box, type the Proxy URL (the URL format is validated as it is added). The Proxy User

Name and Proxy Password are not required to save the information. If a value is entered for

either Proxy User Name or Proxy Password, however, then all fields must be completed.

After adding the proxy server information, click SAVE. Setting proxy server information

also applies to workflow actions.

DocuSign User Provisioning: This sets the automatic user provisioning option for your

account. When a SharePoint user tries to use DocuSign for SharePoint, we check to see

whether that user exists in DocuSign (in this case a user is defined by their email address)

and then take action based on your provisioning setting. There are two user provisioning

options: Enabled and Disabled.

If Enabled is selected, the possible results of the user check are:

1. If the user does not exist as a member of any DocuSign account, DocuSign creates a

new user with the user’s user name and email combination, and adds them as a

member of the current DocuSign account. DocuSign sends the user an activation email

with a link that they must click before they can use this connector. They do not,

however, have to add a password and do not need to know the password for the

account.

Note:Depending on the information in a user’s SharePoint profile and settings,

DocuSign might display a provisioning dialog box asking the user to enter information for

provisioning their account.

2. If the user exists in the DocuSign system and exists as a member of the current

DocuSign account, DocuSign uses that user information to send the document.

3. If the user exists in the DocuSign system, but does not exist as a member of the current


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DocuSign account, the DocuSign provisioning dialog box appears. The user must

enter a unique user name and email address combination that is different from the one

they already have in the DocuSign system.

If Disabled is selected, the possible results of the user check are:

1. If the user is a member of the current DocuSign account, there is no change to the

current behavior. DocuSign uses the existing user information to send the document.

2. If the user is not a member of your DocuSign account, DocuSign does not create a new

user or send the document.

In this case, the user sees the following message: "You do not have a DocuSign

membership with this account. Please contact your administrator."

To change your DocuSign User Provisioning setting, click EDIT on the same line as

DocuSign User Provisioning. This brings up a dialog box where you can select the user

provisioning option. After changing the setting, click SAVE.

DocuSign administrator email address: This sets the DocuSign user credentials

associated with the SharePoint installation. The credentials allow other users in the

account to get signatures or sign with DocuSign. DocuSign recommends that you set up a

dedicated system account user for this purpose, and that you do not use the credentials

for an actual user that might leave your organization.

The user credentials specified must have sending enabled and must have send on behalf of

rights enabled.

l If you are viewing the credentials in the Classic DocuSign Experience administration,

the user's Permissions must have the Send Envelopes, Account-Wide Rights, and Send

On Behalf Of Rights (API) settings enabled.

l If you are viewing the credentials in the New DocuSign Experience Admin, the user must

be assigned to a Permission Set with the Can send envelope, Allow view and manage


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envelope rights through API, and Allow send on behalf of other users through API set-

tings enabled.

To change the administrator credentials, click RESET, and then enter the credential

information.

DocuSign Status Update - Timer Job

This is a timer job that automatically updates document statuses, and then downloads

completed documents (those where signing is complete) every 5 minutes. You can

configure the default 5 minute interval setting.

Configure the time interval in Central Administration → Monitoring → Review job

definitions → DocuSign Status Update Job.

You can execute this job (for testing purposes) by clicking Run Now.


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DocuSign Site Collection Settings

This section provides information about site collection settings for DocuSign for

SharePoint.


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To access these settings, go to Site Collection Settings, and then, under Site Collection

Administration, click DocuSign Site Administration Settings.

To set Site Collection Administration Account Settings, the following requirements must be

met:

l Site Collection Administration or Farm Admin privileges are required

l Site Collection Administrators must have permission to write to the Secure Store. You

can do this in either of the following ways:o Set up Site Collection Administrators as Secure Store Administrators

o Add the SharePoint Application user (IIS) to the Secure Store Service Administrators

DocuSign administrator email address: This sets the DocuSign user credentials

associated with the Site Collection, overriding the settings set in Central Administration.

The credentials allow other users in the account to get signatures or sign with DocuSign.

The user credentials specified must have sending enabled and must have send-on-behalf-

of rights enabled.




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tings enabled.


the user's permissions must have the Send Envelopes, Account-Wide Rights, and Send



information.

To remove the administrator, click CLEAR. When cleared, the DocuSign account for this

site collection administrator is the one set in Central Admin.

DocuSign Document Library Settings

Important! If you create a site after you install DocuSign for SharePoint On-Prem, you won't

see the DocuSign Connector option. In which case, you can enable the feature under the

Site Collection Features, after which you can see the DocuSign connector option under a

document library.

This section provides information about the document library settings for DocuSign for

SharePoint. Only administrators can view and change these settings. These settings apply

only to this document library. See DocuSign General Settings information for more about

account settings.


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To access the settings from a library, click the Library tab, click Library Settings, and then

click DocuSign Connector. This takes you to the DocuSign Connector screen. After

making any changes in this section, click SAVE to save the changes.


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The document library options are:

DocuSign Account Settings: This sets the DocuSign user credentials associated with the

Document Library, overriding the settings set in Central Administration and Site Collection.

The credentials allow other users in the account to get signatures or sign with DocuSign.

The user credentials specified must have sending enabled and must have send-on-behalf-

of rights enabled.


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tings enabled.


the user's permissions must have the Send Envelopes, Account-Wide Rights, and Send



information.

To remove the administrator, click CLEAR. When cleared, the DocuSign account for this

site collection administrator is the one set in Central Admin.

Activate DocuSign Connector: This activates DocuSign for SharePoint for this document

library and shows the DocuSign ribbon in the library.

Certificate of Completion: This sets whether a Certificate of Completion is attached to

signed documents. A Certificate of Completion is a document associated with every

DocuSign envelope that provides proof of the signing process to all parties in the

transaction. The certificate establishes who, what, when, and how documents were signed.

There are two options for downloading the Certificate of Completion:

l A separate file, which is supported for SBS digital signatures when a single document is

signed

l Combined into one document, which is not supported for SBS digital signatures when

more than one document is signed

Completed DocuSign Documents: This sets where completed documents are stored. The

Completed DocuSign Document storage options are:


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l Store in a dedicated folder in the originating document library: Selecting this option

stores completed documents in a dedicated DocuSign documents folder in the

document library from which the DocuSign action was initiated.

l Store as a new document in the originating document library: Selecting this option

stores completed documents as a new document in the same document library from

which the DocuSign action was initiated.

l Store in a custom site or folder: Selecting this option stores completed documents as a

document in a different site (within the same site collection), document library, or folder.

You must enter the full URL for the site or folder in the field below the option. This action

is only available for SharePoint administrators.

Signed Document Naming Convention: This sets the naming convention used for

completed documents when they are saved. It can include a timestamp, the recipient names

and a timestamp, or sender names and a timestamp.

Signed Document Version Settings: This sets whether a signed document is saved as a

new file or as a new version of the original document. Storing as a new version is only

available if the original document was a PDF file. If the original document was not a PDF

file, a new file is saved.


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Send Documents using DocuSign for SharePoint

With DocuSign for SharePoint, you can send documents for signature directly from the

ribbon bar in a SharePoint document library. You can select recipients one at a time or you

can upload a file with up to 1000 recipients and send each person their own copy of the

document to sign.

1. Go to a SharePoint library and select one or more documents.

2. On the ribbon, in the DocuSign tab, click Get Signatures.

Or, you can click the document menu, click …, and then select Get Signatures.

3. The DocuSign sending application opens within the SharePoint frame.

4. Select each recipient and add the fields they will see.


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5. After you've added all the fields for each recipient, send your documents.

6. Done! You have successfully sent documents for signature using DocuSign.


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Check the Status of Sent Documents

Follow these steps to check the status of sent documents:

1. Go to the SharePoint document library and select one or more documents. On the

document ribbon, in the DocuSign tab, click Check Status. This displays a list that

shows the statuses for the documents you have sent.

The possible values are: Draft, Waiting for Others, Completed, Declined, and Canceled.

DocuSign automatically updates documents and statuses every five minutes and

downloads the completed documents. You can also update the status of the documents

manually by clicking Update All at the top of the page.

2. For documents with a status of Completed, a PDF file with the signed document is

stored in a DocuSign folder within the originating document library or in the library or

folder designated by your SharePoint administrator. Click View Document to open the

PDF file or navigate to the appropriate folder to access the signed document.


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Sign Documents with DocuSign for SharePoint

With DocuSign for SharePoint, you can sign documents in a SharePoint 2016 document

library directly from the ribbon bar. Follow these steps to sign documents:

1. Go to a SharePoint library and select one or more documents.

2. On the document ribbon, in the DocuSign tab, click Sign.

Or, you can click the document menu, then click …, and then select Sign with

DocuSign.

3. The free-form signing experience opens within the SharePoint frame.

4. Sign the document:


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l To add a signature, initial, or other information to the document, click the pen button

to show the fields palette.

l Click the field you want to place, and then drag and drop it at the appropriate

location in the document.

5. After you place all the fields in the document, click Finish to complete your document

signing.

6. Done! You have successfully signed the documents with DocuSign.

The signed document is saved as a PDF file in the DocuSign Documents sub-folder in

the originating document library or in the library or folder designated by your

SharePoint administrator.

Open the folder to access the signed PDF.


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SharePoint Designer Workflow Actions

Send Document and Download Document are DocuSign-specific actions supported in

SharePoint Designer. Before you can use these actions, however, you must set up the

Secure Store Service to work with the actions. The first part of this section walks you

through that process; the second part shows you how to use the actions. You only need to

set up the SharePoint Secure Store Service once to enable workflow actions.

Important! These actions are available on the SharePoint 2010workflow platform and also

work in SharePoint 2013 and 2016.

Set Up the SharePoint Secure Store Service

The Secure Store Service maintains an encrypted database that maps the identities of

SharePoint users, groups, or process accounts to the external credentials required to

access external systems.

When the Business Data Catalog needs to impersonate external credentials to access a

data source, it passes the identity of the caller to the Secure Store Service.

The Secure Store Service then returns the external credentials that are mapped to the

identity of the caller.

Within the Secure Store Service, credential mappings are organized by target applications.

A target application represents an external system or data source, and includes a unique

target application ID.


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When the Business Data Catalog requests a set of credentials from the Secure Store

Service, it specifies the target application ID so that the Secure Store Service knows which

credential mapping to retrieve.

To Configure the Secure Store Service

If this is the first time that you are using the Secure Store Service, you first need to

generate a new encryption key by clicking Generate New Key under the Edit tab on the

SharePoint ribbon.

Then select a pass phrase and click OK.


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To Create a Target Application in the Secure Store Service

1. In the Central Administration Web site, click Application Management, and then click

Manage Service Applications.

2. On the Manage Service Applications page, click Secure Store Service.

3. On the ribbon, in the Manage Target Applications section, click New.

4. On right side of the Create New Secure Store Target Application page, do the following:

a. Set the Target Application ID to DocuSignWFActions.

b. Set the Display Name to DocuSign Workflow Actions.

c. Provide a contact e-mail address (for example, [email protected]).


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d. Under Target Application Type, select Group.

a. Click Next.

5. On the next page, set the credential fields names to Username and Password, set the cre-

dentials fields types to User Name and Password, and then click Next.


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6. On the next page, in the Target Application Administrators text box, add your admin-

istrative account.

7. On the Secure Store Service page, in the DocuSignWFActions list, click Set Cre-

dentials.


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8. On the Set Credentials for Secure Store Target Application page, set the Credential

Owner to the identity that runs the relevant SharePoint site application pool (for

example, Network Service), set the Username and Password to the DocuSign admin-

istrator account credentials, and then click OK.

DocuSign Document Actions

The next sections show you how to use the Send Document, Download Document, and Get

Field Value actions.


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To Use the Send Document Action

The Send Document action supports templates (with or without custom tags), anchor tags,

and PDF form fields.

From the Action menu on the ribbon, under DocuSign, select Send Document.

Action

Send document to, with the following email subject (Output to Variable:Result,

Variable:EnvelopeID

Parameters

to: A text field for the recipient's email address


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email subject: A text field for the email subject

Result variable: Populated with the result returned by the DocuSign API

EnvelopeID: The unique envelope identifier assigned to this document by the

system

Properties

Environment: The following list of processing environments

l demo.docusign.net

l www.docusign.net

l na2.docusign.net

l eu.docusign.net

l eu1.docusign.net

AccountId: The DocuSign user account ID

SenderEmail: The email account used for send-on-behalf-of (SOBO)

RecipientName: (Optional) The email recipient's name

EmailMessage: (Optional) The body of the email that the recipient will receive

Template ID: (Optional) The unique ID of the template to be used to send the

document. Find more information about template IDs here.

Signer Role Name: Used only with templates containing placeholders. Finds

the correct signer placeholder and replaces it with the recipient data.


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https://support.docusign.com/en/guides/ndse-user-guide-locate-template-id


PDF Form fields: (Optional) Used only with PDF files. Options are:

l No: Do nothing. This is the default setting.

l Yes: Enabled in the API. Find more information about API for PDFs here.

Additional Information

Anchor tags (called AutoPlace in the New DocuSign Experience) are supported

in the Send Document action.

To Use the Download Document Action

The Download Document action returns final documents. Final documents have a status of

Completed, Declined, or Voided. No documents with any other status (sent, delivered,

correct, etc.) are returned. Documents with Declined status are returned with the reason

they were declined.

From the Action menu on the ribbon, under DocuSign, select Download Document.


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https://www.docusign.com/p/RESTAPIGuide/RESTAPIGuide.htm#REST API References/Document Parameters.htm%23Transfor


Action

Download document with Envelope ID, (Output to Variable:Result,

Variable:Message)

Parameters

Envelop ID: The EnvelopeID returned by the Send Document action, or any

other valid envelope ID

Result variable: Populated with the result returned by the DocuSign API

Message variable: Populated with the reason the document was declined


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Properties

Environment: A list of processing environments

l demo.docusign.net

l www.docusign.net

l na2.docusign.net

l eu.docusign.net

l eu1.docusign.net

AccountId: The DocuSign user account ID

Overwrite current item: A flag designating whether to overwrite an existing

document of the same name

Destination URL: The location in which to store the returned document

Overwrite current item and Destination URL are closely coupled. Based on the

setting of these two parameters and the type of document sent, the following

behavior occurs:

l Destination URL is not specified (the document is returned to the library or

folder from which it was sent) and the document type is PDF.o Overwrite current item enabled - if a document with the same name as

the signed PDF exists, it is deleted and a new version of the document is

created in the library where the workflow is running

o Overwrite current item disabled - if a document with the same name as

the signed PDF exists, a new version of the document is created in the

library where the workflow is running


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l Destination URL is not specified (the document is returned to the library or

folder from which it was sent) and the original document type is not PDF, but

was converted to a PDF by DocuSign during the signing process.o Overwrite current item enabled - if a document with the same name as

the signed PDF exists, it is deleted and new document is written into the

library or folder from which it was sent


the signed PDF exists, the new document is written into the document

library or folder from which it was sent with the same name plus a time

stamp

l Destination URL is specified (the document is returned to a specified library

or folder)o Overwrite current item enabled - if a document with the same name as

the signed PDF exists, it is deleted and new document is written into the

specified library or folder


the signed PDF exists, the new document is written into the specified

library or folder with the same name plus a time stamp

Polling interval: (Optional) Defines how many minutes will pass before this

action polls the DocuSign API. If not specified, the default is 20 minutes. The

minimum value is 1 minute.

Lifetime: (Optional) Defines the number of days this action runs. If not set, the

action runs indefinitely.

Preserve Metadata: (Optional) Based on the value of Overwrite current item,

the following behavior occurs:


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l Yes: Applies only when Overwrite current item = No. When a document is

stored in the specified path, the relevant metadata associated with the ori-

ginal document is copied to the new item. System-generated fields such as

owner, creation time, etc. are ignored.

l No: No data from the original document is saved with the returned doc-

ument.

To Use the Get Field Values Action

The Get Field Values action extracts field values from completed documents.

From the Action menu on the ribbon, under DocuSign, select Get Field Value.


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Action

Get field data for Envelope ID, user Recipient Name, with the field name (Output

to Variable:Field Value, Variable:Result, Variable:Message)

Parameters

Envelop ID: The EnvelopeID returned by the Send Document action, or any

other valid envelope ID.

RecipientName: Envelopes with multiple recipients can have multiple fields

with the same name. RecipientName defines which recipient’s field value is

returned.

Field Name: The value of this field is placed in an output variable.

Field Variable: The value of the field that was filled by a specific recipient.

Result variable: Populated with the result returned by the DocuSign API.

Message variable: Populated with information returned from DocuSign.

Properties

Environment: A list of processing environments

l demo.docusign.net

l www.docusign.net

l na2.docusign.net


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l eu.docusign.net

l eu1.docusign.net

Supported DocuSign Fields

The following table lists the DocuSign fields from which you can retrieve data

with the Get Field Values action.

Type Return value

Signature True or False (signed or not signed)

Date Date

Company Company

Title Title

Check Box True or False (selected or not selected)

Radio Buttons Value set for each button

Dropdown Selected value

Attachment True or False

Text Text


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FAQ

Note: If your question isn't covered by these FAQs, please check theDocuSign for

SharePoint Support Center page for additional support information.

What is the difference between "Get Signatures" and "Sign" with DocuSign?

l Get Signatures is used when you want to send a document, or documents, to one or

more people to gather signatures or information from those people. You, as the sender,

can also be a signer on documents, but you do not have to be. Sign with DocuSign is

used when you just want to sign something yourself that can be delivered to someone

else.

Using the Sign with DocuSign option only takes you to the signing page in DocuSign,

while the Get Signatures with DocuSign lets you address and add fields to the document

for sending.

If I am an admin of SharePoint and would like to upgrade to a paid DocuSign account,

what do I do?

l Contact our sales team at [email protected] or 1.877.720.2040.

I’m not the Administrator or Site Collection owner for my SharePoint account, can I still

install DocuSign for SharePoint?

l No, only the Administrator or Site Collection owner can install this application.


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https://support.docusign.com/knowledgeSearch?by=product&product=docusign_for_sharepoint&topic=all

https://support.docusign.com/knowledgeSearch?by=product&product=docusign_for_sharepoint&topic=all

mailto:[email protected]


How do I change the DocuSign environment that my DocuSign for SharePoint

application is pointing to?

l To access the DocuSign settings, go to the SharePoint Central Administration settings

and look for the DocuSign Connector. In the connector menu, select DocuSign Con-

nector Settings to go to the DocuSign General Settings screen. Click Edit next to Envir-

onment. This brings up a dialog where you can select the DocuSign environment you

want to use. This action also removes the system-wide login. Click Save to save the

changes.

Do I have to give the other SharePoint users my DocuSign credential information so

they can send with DocuSign?

l No. If you created a new account, it is automatically set up to allow other users in your

account to get signatures or sign with DocuSign.

If you have an existing DocuSign account, DocuSign recommends that you set up a

dedicated system account user for this purpose, and that you do not use the credentials

for an actual user that might leave your organization.

The user credentials specified must have sending enabled and must have send on

behalf of rights enabled. If you are viewing the credentials in the Classic DocuSign

Experience administration, the user's Permissions must have the Send Envelopes,

Account-Wide Rights, and Send On Behalf Of Rights (API) settings enabled. If you are

viewing the credentials in the New DocuSign Experience Admin, the user must be

assigned to a Permission Set with the Can send envelope, Allow view and manage

envelope rights through API, and Allow send on behalf of other users through API

settings enabled.

Additionally, if your account uses the Password Strength setting Custom, you must set

the Password Questions Required option to 0.

Who can see the status of documents sent from a document library?

l Everyone with rights to the SharePoint document library can see the status of doc-

uments for that document library – regardless of whether the user is the sender or the


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recipient.

I have installed DocuSign for SharePoint, but I not sure of the activation status for all

my SharePoint sites. Is there an easy way to tell the status for my sites?

l In the extracted DocuSign for SharePoint solution, click

DocuSignForSharePoint2013.Installer.exe. In the Deployment Options step, select

Update current install of DocuSign for SharePoint. In the Site Selection section, you

will see the list of the active sites on the list on the right side of the screen.


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I am using a proxy server. How do I configure my proxy server settings to use

DocuSign for SharePoint?

l To configure your proxy server settings, go to the SharePoint Central Administration

settings and look for the DocuSign Connector. In the connector menu, select DocuSign

Connector Settings to go to the DocuSign General Settings screen. Click EDIT on the

same line as Proxy server. In the dialog box, type the Proxy URL (the URL format is

validated as it is added). The Proxy User Name and Proxy Password are not required to

save the information. If a value is entered for either Proxy User Name or Proxy

Password, however, then all fields must be completed. After adding the proxy server

information, click SAVE.

Not all of my SharePoint users have DocuSign Accounts. Can they still use DocuSign

for SharePoint?

l Yes, as long as automatic user provisioning is enabled and you still have seats available

for your DocuSign account. When a SharePoint user clicks Get Signatures or Sign, we

check to see whether that user exists in DocuSign (in this case a user is defined by their

email address). There are three possible results:


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1. If the user does not exist as a member of any DocuSign account, DocuSign creates a

new user with the user’s user name and email combination, and adds them as a

member of the current DocuSign account. The user does not add a password and

does not need to know the password for the account.

Note:Depending on the information in a user’s SharePoint profile and settings,

DocuSign might display a provisioning dialog box asking the user to enter information

for provisioning their account.

2. If the user exists in the DocuSign system and exists as a member of the current

DocuSign account, DocuSign uses that user information to send the document.

3. If the user exists in the DocuSign system, but does not exist as a member of the cur-

rent DocuSign account, the DocuSign provisioning dialog box appears. The user

must enter a unique user name and email address combination that is different from

the one they already have in the DocuSign system.

When I try to sign a document I get the error message there was an error getting the

DocuSign account information. Error: There are no addresses available for this

application.” What should I do?

l Your Secure Store Service is not configured or is not running. See the Microsoft

TechNet article Configure the Secure Store Service in SharePoint for information on con-

figuring and starting the service.

How do I uninstall DocuSign for SharePoint?

l In the extracted DocuSign for SharePoint solution, click

DocuSignForSharePoint2013.Installer.exe in the folder. In the Deployment Options

step, select Uninstall DocuSign for SharePoint. Click Next, and then click Process on

the confirmation screen.


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How do I update my install of DocuSign for SharePoint to the latest version of the app?

l In the newest download of the extracted DocuSign for SharePoint solution, open the

folder and click DocuSignForSharePoint2013.Installer.exe. In the Deployment Options

step, select Update current install of DocuSign for SharePoint. Click Next, and then

follow the steps in the installer. Your DocuSign credentials and DocuSign statuses will

remain intact in SharePoint.

How do I change the location in which signed documents are stored?

l To access the settings from a library, click the Library tab, click Library Settings, and

then click DocuSign Connector. This takes you to the DocuSign Connector screen.

Select the Completed DocuSign Document storage option for this document library. The

options are:

o Store in a dedicated folder in the originating document library: Selecting this

option stores completed documents in a dedicated DocuSign documents folder in the

document library from which the DocuSign action was initiated.

o Store as a new document in the originating document library: Selecting this option

stores completed documents as a new document in the same document library from

which the DocuSign action was initiated.

o Store in a custom site or folder: Selecting this option stores completed documents

as a document in a different site or folder. You must enter the full URL for the site or

folder in the field below the option. This action is only available for SharePoint

administrators.

After selecting your option, click SAVE to save the change.

How do I change the naming convention of signed documents?

l To access the settings from a library, click the Library tab, click Library Settings, and

then click DocuSign Connector. This takes you to the DocuSign Connector screen.


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Select the Signed Document Naming Convention you want to use for this document

library.

What is user provisioning and how do I change the user provisioning setting for my

account?

l When a SharePoint user clicks Get Signatures or Sign, we check to see whether that

user exists in DocuSign (in this case a user is defined by their email address) and then

takes action based on your provisioning setting. There are two DocuSign user

provisioning options: Enabled and Disabled.

If you select Enabled, DocuSign follows the actions outlined in the automatic

provisioning FAQ.

If you select Disabled, the possible results of the user check are:

1. If the user is a member of the current DocuSign account, there is no change to the

current behavior. DocuSign uses the existing user information to send the

document.

2. If the user is not a member of your DocuSign account, DocuSign does not create a

new user or send the document.

In this case the user sees the following message: "You do not have a DocuSign

membership with this account. Please contact your administrator."

To change your DocuSign User Provisioning Setting:

Go to the SharePoint Central Administration settings and look for the DocuSign

Connector. In the connector menu, select DocuSign Connector Settings to go to the

DocuSign General Settings screen. Click the EDIT option adjacent to DocuSign User

Provisioning. This brings up a dialog where you can select the user provisioning

option. This action is only available for SharePoint administrators.


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For More Information or Assistance

For more information or assistance, visit DocuSign Support Center, the DocuSign

Community, docusign.com, or contact DocuSign Support.


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http://www.docusign.com/support

http://community.docusign.com/

http://community.docusign.com/

http://www.docusign.com/

https://support.docusign.com/en/contactSupport


Release Notes

DocuSign for SharePoint v3.0

The following features or fixes were included as a part of DocuSign for SharePoint v3.0:

l Support for Send Document and Download Document workflowso The Send Document action supports templates (with or without custom tags), anchor

tags, and PDF form fields

o The Download Document action returns final Completed, Declined, or Voided doc-

uments

l Certificate of Completion optionso When you elect to have a Certificate of Completion created, you can select whether it

is appended to the completed PDF file or whether it is saved as a separate document,

l Improvement to the Status pageo By default, the status page shows only the documents that were sent from the current

document library. Previous behavior was to show all documents from all senders

over the entire site collection.

o The Status page paginates when there are more items than can be displayed on the

current page

l Download completed document background service

o This is a timer job that automatically updates document statuses and downloads com-

pleted documents (those where signing is complete) every 5 minutes. The default 5

minute interval setting is configurable.

l Users with read-only permissions can now send and sign documents without receiving

an error and without needing write permission to the status list.


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l The storage location for a document is set at the time it is sent and honors the setting for

the document library from which it was sent. Previous behavior was to retrieve the set-

ting from the current document library, which may not be the library from which the doc-

ument was sent, and which might have a different storage setting.

l The Update All button pulls information only for the current user and the current doc-

ument library.

l DocuSign for SharePoint now supports record libraries. That is, in Record Center site

collections, the Record Library and Drop Off Library now have the DocuSign Ribbon in

the library and the DocuSign Connector settings link in Settings page.


The following features or fixes were included as a part of DocuSign for SharePoint v2.4:

l Improvements to the Status pageo The most recent envelopes appear at the top of the Status page

o Only documents sent by the current user appear

o Status page refresh time was increased to 10 minutes

o When an environment change occurs, the Status page updates appropriately

l With user provisioning is enabled, the first time new users who have not set up a

DocuSign account attempt to send a document, they are prompted to activate their

DocuSign account before they can proceed with sending the document


The following features were included as a part of DocuSign for SharePoint 2016 v2.3:

l Added a new central DocuSign Account Settings page to set farm-level account settings

and updated the document library settings page.


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l Document Library settings now apply only on specific document libraries not to the

entire site collection.

l User matching between the DocuSign account and SharePoint users is now done using

email address only.

l Added the new RESET ALL button in the DocuSign General Settings page, which auto-

matically retrieves all user from your DocuSign account and generates mapping

between SharePoint and DocuSign users for the account.


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DocuSign for SharePoint On-Prem · PDF file221MainStreet,Suite1000,SanFrancisco,CA94105Ι...

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