Setup in ENSPACE

How to Configure

1. Access the desired workspace.
2. In the side menu, click Settings.
3. In the submenu, select Integrations.
4. Find the DocuSign integration and click "Install Integration".
5. In the DocuSign tab, click "Install Integration" again.
6. Select the environment (production or sandbox) and fill in the following fields with the information from your DocuSign account:
   • User ID
   • API Account ID
   • Integration Key
   • Access Token
7. Click Save to complete the installation of the integration.

Preparing the Signature Flow

8. Create a task of type Confirmation.
   • Enable the "Generate PDF" button.
   • Then, enable the "Generate Document From Field" button.
   • In the "Document Field", select the field where the document is stored.
   • Optionally, you can:
     • Attach a standard PDF to generated documents.
     • Insert a watermark.
9. In your flow, add a Task of type "Use Integration" and select the DocuSign integration.
10. After selecting the integration, the following fields will be available:

• DocuSign Actions: select the option "Send for Signature".
• Document Source: define if the document to be signed comes from a specific field or from the item document.
  • If you select "Item Document", you will need to fill in:
    • Document Title
    • Signers Field
  • If you select "Field", meaning you will use a document from an OnlyOffice-type field, you need to fill in:
    • Document Field: select a field of type "File Editor" that contains the document to be sent.
    • Document Title: define the file name. You can use dynamic expressions.
    • Signers Field: use a repeater-type field that must be created previously in the flow.

  Structure of the Signers Field:

  The repeater field must contain the following subfields:

  • Name (text type): name of the signer.
  • Email (text type with email mask): email address of the signer.
  • Action (selection type): defines the role of the participant in the signing process.

  The values must exactly match the ones below (labels can be free, but values must be identical):

  • signers: Document signer.
  • witnesses: Signature witness.
  • configurator: Pre-configurator of the document.
  • carbonCopies: Receives a copy of the document.
  • certifiedDeliveries: Receives delivery with certified confirmation.
  • formFillers: Fills form fields.
  • agents: Represents another person in the process.
  • intermediaries: Acts as intermediary in the flow.
  • viewers: Only views the document.
  • approvers: Approves the content without signing.
  • accepters: Accepts terms without signature.
  • editors: Can edit signature data.
  • Order (number type): signing order.

  ⚠️ The configurator is a technical pre-control role and is not part of the signature flow. If this user needs to sign or be a witness, they must be specifically included in those roles.

  For more information about Integration Flow with Configurator, click here

Finalizing

11. With your tasks created, simply add the signers field and the document field to a form. Make sure this form is filled before PDF generation and signing.
12. You can now test.