DocuSign eSignature Integration

1. Click Admin to go to the Admin Home Page.

2. Click Process Definition under Commerce and Documents.

   The Processes page opens.

3. For your Commerce Process, ensure Documents is selected in the Navigation column and click List.

   The Document List page opens.

4. For the Quote document, ensure Attributes is selected in the Navigation column and click List.

   The Attribute List page opens.

5. Click Add.

   The Attribute Editor dialog box appears.

6. Enter the Label and Variable Name.

   The Variable Name field populates automatically. Variable names can only contain alpha-numeric characters and underscores. The entry can be changed before saving, but after saving the value is read-only.

7. Select eSignature Set from the Attribute Type drop-down.

   

8. Click Add.

   The following items are automatically created:

   • eSignature attributes View automatically-created eSignature Set Attributes

     Name	Type	Description
     eSignature File Attachment	File Attachment	Holds the documents to be sent to the eSignature vendor.
     eSignature Recipients	Text Area	Holds the emails and names of the intended recipients.
     eSignature Date Modified	Date	Contains the date of the most recently performed action on this document.
     eSignature Envelope ID	Text	This is a hidden field that is sent along with the document to the eSignature vendor. This field associates the DocuSign document with the Oracle CPQ document.
     eSignature Status	Menu	Contains the current status of the document.

   • A new eSignature Action Set

     To view the eSignature Action Set, navigate to: Admin > Process Definition > Documents > (main document) Actions and then click the eSignature Action Set. View automatically-created eSignature Action Set

     Action Name	Action Variable Name	Action Type	Action Description
     Request Signature	_action_esig_send	eSignature Send	Sends the document to recipients.
     Cancel	_action_esig_cancel	eSignature Cancel	Cancels pending signature requests.
     Details	_action_esig_details	eSignature Details	Connects DocuSign and views document details. This action does not function as a Modify action.
     Receive	_action_esig_receive	eSignature Receive	Automatically invoked to receive either a rejection or a signed document from the eSignature vendor. This action is hidden from the end user.

9. Add the eSignature Grid to the Transaction UI. For instructions refer to Commerce Layout Element - eSignature Table.

   Hidden Document Attachment Attributes

   • If a particular eSignature Document Attachment attribute is hidden:
     • The Action associated with that Document Attachment attribute will be hidden.
     • The following Attributes from the eSignature Set can remain visible: Text Area, Date, Menu.
       • A user has the option to hide certain eSignature Set attributes.
       • A user has the option to hide all eSignature Set attributes. This causes the entire document row to be hidden; see below for more information.

   • If a particular eSignature document row is hidden:
     • The document/file attachment associated with that row will be hidden.
     • The Action associated with that row will be hidden.

     • The following Attributes from the eSignature Set will be hidden: Text Area, Date, Menu.

     • When all Attributes are hidden within a column, the entire column will be hidden.

     • When all Attributes are hidden within a row, the entire row will be hidden.

     • When the row’s File Attachment Attribute is hidden, the row’s buttons will also be hidden.

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   As with any change to a Commerce layout, you must replicate this change in any corresponding Mobile layouts. For more information, see Mobile Layouts for Commerce.

   There can only be one eSignature Grid per document. All eSignature Attribute Sets will follow this grid.

1. Click My Profile to navigate to your My Profile page.
2. Click User Integration.
3. Click eSignature in the left-hand column.
4. Enter your DocuSign Login
   If you have not yet transitioned to the OAuth-based DocuSign Integration (Oracle CPQ 24B and later), you may be asked to enter your Password.

5. Click Generate Token.

   This links your DocuSign account to your Oracle CPQ account. You must have an existing DocuSign account to enable this.

A token can be removed when desired.

Signer tags must be added to templates, in either Document Designer or Document Engine, to tell DocuSign where electronic signatures must be placed within the output documents.

Signer tags, placed within Text Elements in Document Designer, are created using the syntax \s[#] where [#] is the number of the signer, which is determined by the order of the recipients of the document. For example:

• \s1 denotes where the first signer (recipient) must sign.
• \s2 denotes where the second signer (recipient) must sign.
• \s3 denotes where the third signer (recipient) must sign.
• And so on...

Unless hidden, signer tags will be visible to readers in the output document. Signer tags can be hidden by setting the tag’s font size to 2 pt and its text color to No color or to the background color. The screen shots below show how signer tags are hidden in Document Designer.

1. Navigate to the desired Quote.

   

2. Click Browse to select a document to upload for signature.

3. Click Edit Recipients to select the recipients of the document.

   The Select Recipients dialog box appears.

   

4. Type the Recipient's Name and Email into the fields.

   The first Recipient's signature will take the place of the \s1 signature tag, the second Recipient's signature will take the place of the \s2 signature tags, and so on.

   If you need to sign the document, add yourself as a Recipient in the appropriate place in order.

5. Click the add icon, , to add a recipient or click the remove icon, to remove a recipient.
6. Click Done to temporarily store the recipients with the Quote until a Modify action is performed, or click Cancel to cancel all changes made to the recipients list.

7. Click Request Signature to send a document to recipients for signature.

   Documents that haven't been sent will have a Request Signature button.

   • If the request is successful, the status will change to Pending.

   • The signer will receive an email from DocuSign requesting a signature.

   The sender must have a DocuSign account to send an eSignature document to recipients.

   Track the status of the document

   Status	Description
   Not Sent	Current document has not been sent to recipient(s)/signer(s). When a new document is uploaded it is automatically assigned the status Not Sent.
   Pending	Waiting for a document to be signed.
   Signed	Document has been signed by all parties. Once a document has been signed, it cannot be canceled.
   Rejected	Document has been rejected by recipient(s)/signer(s). The sales user is notified of the document rejection.

8. Click Details, , to open the DocuSign application and view the extended status details.

   All documents that have been sent out for signature will have this button.

9. If desired, cancel an existing eSignature request by clicking Cancel, . The status will be updated to Canceled.

   A signature request must be sent again, if a signature is desired later.

   The eSignature File Attachment attributes function like standard File Attachment attributes.
   • A signed document replaces the saved document in the eSignature File Attachment attribute.
   • Access to the recipients Attributes can be controlled by the admin.

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Beginning in Oracle CPQ 19C, DocuSign integration support has been added to designate if the eSignature request routing for a Transaction needs to be parallel or sequential. If the routing preference is sequential, the sales user can specify a sequence number for recipients to receive the signature request.

For parallel routing, all recipients receive the eSignature request at the same time.

For sequential routing, recipients receive the eSignature request in a specified order. This routing option also allows for a mixing of parallel and sequential routing. You can designate as many recipients as necessary for each sequence routing number. All recipients marked with the same routing number will receive the eSignature request at the same time.

The example below shows a document that requires sequential eSignature routing and entry of this routing in the Select Recipients dialog box.

Sales users can designate DocuSign sequential or parallel eSignature routing when they are ready to request eSignatures for a document, as follows:

1. Navigate to the desired Quote.

   

2. Click Choose File to select a document to upload for signature.

3. Click Edit Recipients to select the recipients of the document. The Select Recipients dialog box displays.

   

4. Determine the eSignature routing method:

   • If the routing is Parallel, verify the button switch is set to Parallel.

   1. Type the Recipient's Name and Email into the fields.
   2. Click the add icon, , to add a recipient or click the remove icon to remove a recipient.

   

   The first Recipient's signature will take the place of the \s1 signature tag, the second Recipient's signature will take the place of the \s2 signature tags, and so on.

   If you need to sign the document, add yourself as a Recipient in the appropriate place in order.

   • If the routing is Parallel, verify the button switch is set to Sequential.

   1. Enter the sequential order number for each recipient under the Order column.

   2. Type the Recipient's Name and Email into the fields.
   3. Click the add icon, , to add a recipient or click the remove icon to remove a recipient.

   

5. Click Done. The recipient information is saved and the Quote information is displayed.

6. Click Request Signature to send a document to recipients for signature.

   Documents that haven't been sent will have a Request Signature button.

   • If the request is successful, the status will change to Pending.

   • The signer will receive an email from DocuSign requesting a signature.

   The sender must have a DocuSign account to send an eSignature document to recipients.

   Track the status of the document

Status	Description
Not Sent	Current document has not been sent to recipient(s)/signer(s). When a new document is uploaded it is automatically assigned the status Not Sent.
Pending	Waiting for a document to be signed.
Signed	Document has been signed by all parties. Once a document has been signed, it cannot be canceled.
Rejected	Document has been rejected by recipient(s)/signer(s). The sales user is notified of the document rejection.

7. Click Details, , to open the DocuSign application and view the extended status details.

8. If desired, cancel an existing eSignature request by clicking Cancel, . The status will be updated to Canceled.

A signature request must be sent again, if a signature is desired later.