What's New 3. Install DocuSign for SharePoint 5. DocuSign for SharePoint Settings 11. Send Documents using DocuSign for SharePoint 23

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1 Quick Start Guide DcuSign fr SharePint On-Prem v3.1 Published: July 18, 2017 Overview DcuSign fr SharePint allws users t sign r get signatures frm any SharePint dcument library. This guide prvides infrmatin n installing, sending, and signing dcuments frm SharePint. Imprtant! This guide applies nly t SharePint n premise installatins. It cannt be used fr SharePint Online. Nte: The DcuSign fr SharePint applicatin is nly available fr Micrsft SharePint 2013 and Micrsft SharePint 2016, and can nly be installed by SharePint administratrs. If yu already have a DcuSign accunt, the user credentials specified must have sending enabled and must have send n behalf f rights enabled. See the DcuSign administratr address setting descriptin fr additinal infrmatin. What's New 3 Install DcuSign fr SharePint 5 DcuSign fr SharePint Settings 11 Send Dcuments using DcuSign fr SharePint 23 Check the Status f Sent Dcuments 25 Sign Dcuments with DcuSign fr SharePint 26

2 SharePint Designer Wrkflw Actins 28 FAQ 43 Fr Mre Infrmatin r Assistance 50 Release Ntes 51

3 3 What's New This sectin describes the new features and fixes included as part f the current release. See Release Ntes fr features and fixes fr previus releases. New Features Multiple DcuSign accunts - Starting with v3.1, SharePint On-Prem supprts multiple DcuSign accunts. Cmpanies can nw have three levels f administrative granularity where each level is tied t a different DcuSign accunt. This accmmdates use cases where, fr example, different business units r gegraphic lcatins need t be administered separately. The three levels are: Central Administratin defined fr the entire farm (required) Site Cllectin Dcument Library Bulk Send envelpes - When preparing an envelpe t be sent, yu can uplad a CSV list f recipients and each persn n the list will receive an identical envelpe. New wrkflw actin - A new wrkflw actin extracts field values frm cmpleted envelpes. Wrkflws nw supprt prxy settings. Bug Fixes Only ne file is dwnladed when checking the status f a signed dcument. SharePint users are n lnger mapped t DcuSign users; matching is dne n-the-fly when a user initiates an actin (send, sign, r g t DcuSign). Related changes are:

4 4 Remve hidden user list and lgic Remve users persisted bject Remve Update buttn frm Central Administratin page Remve Shw Users buttn frm Dcument Library settings page The Secure Stre App is created when yu set the administratr credentials n the Central Administratin page Dcuments are dwnladed t a custm lcatin set t a sub-site's dcument library The Accunt ID is always shwn n the Central Administratin page

5 5 Install DcuSign fr SharePint Befre installing DcuSign fr SharePint, be sure t fllw the guidelines and requirements listed here. Installatin Guidelines and Requirements During the deplyment, the SharePint farm is unavailable t users. We recmmend deplying during nn-business hurs. Imprtant! DcuSign fr SharePint uses the Secure Stre Service. The Secure Stre Service must be cnfigured and running when installing DcuSign fr SharePint. If the Secure Stre Applicatin is nt started and cnfigured, the app may appear t be installed but it will nt wrk. See the Micrsft TechNet article Cnfigure the Secure Stre Service in SharePint fr detailed infrmatin n cnfiguring and starting the service. Nte: DcuSign fr SharePint des nt supprt SharePint 2013 Fundatin r SharePint 2016 Fundatin because the Secure Stre Service is nt included. DcuSign fr SharePint requires.net 4.5 r higher. DcuSign fr SharePint des nt supprt a hybrid cnfiguratin in which the custmer des nt hst and administer the SharePint farm. DcuSign fr SharePint nly installs if there is at least ne site t activate.

6 6 DcuSign fr SharePint Installatin As an administratr r site cllectin wner, fllw these steps t install DcuSign fr SharePint: 1. Make sure yu have cnfigured and started the Secure Stre Service, including creating a new encryptin key if this is the first time yu're using the Secure Stre Service. See the Micrsft TechNet article Cnfigure the Secure Stre Service in SharePint fr infrmatin n cnfiguring and starting the service. 2. Extract the installatin files t a flder n yur SharePint server. 3. Open the flder and duble-click the file DcuSignFrSharePint2013.Installer.exe (the file name is the same fr bth SharePint 2013 and SharePint 2016). This starts the DcuSign fr SharePint install wizard.

7 7 4. Fllw the steps utlined in the Install Wizard: a. Chse yur deplyment ptin yu can either install the applicatin, update a current installatin f DcuSign fr SharePint, r uninstall DcuSign fr SharePint. In this case, yu are installing the slutin, s chse Install t SharePint sites. b. Type a regular expressin t retrieve the desired sites frm yur SharePint farm. Fr example, if yu are lking fr a site that cntains the URL test, type /test int the regular expressin URL text bx.

8 8 Mve the sites yu want t install DcuSign fr SharePint n frm the list n the left t the list n the right. c. Set the DcuSign envirnment, either DEMO r Prductin, yu want t use. This will be the envirnment setting fr all f the site cllectins selected in the previus step. d. Type yur DcuSign and passwrd t cnfigure yur DcuSign accunt n behalf f all yur SharePint users.

9 9 Yur DcuSign accunt must have Accunt Wide Rights and Send n Behalf f enabled. e. If yu need t cnnect t a prxy server, include the prxy settings. If nt, click Next t skip this step. f. Review yur settings n the cnfirmatin screen, and then click Prcess. Nte: Yu can find infrmatin abut the different settings in the FAQ.

10 10 g. A screen displaying all the sites the DcuSign fr SharePint slutin was installed n appears. 5. The DcuSign actins are nw visible under the DcuSign tab fr all dcument libraries in the selected site cllectins. Imprtant! There must be direct cnnectivity t the Internet frm the SharePint servers where the slutin is installed.

11 11 DcuSign fr SharePint Settings This sectin prvides infrmatin abut general accunt, site cllectin, and dcument library settings fr DcuSign fr SharePint. DcuSign General Settings This sectin prvides infrmatin abut the accunt settings fr DcuSign fr SharePint. Only Secure Stre Service administratrs can view and change these settings. T access the DcuSign settings, g t the SharePint Central Administratin settings and lk fr the DcuSign Cnnectr. In the cnnectr menu, select DcuSign Cnnectr Settings t g t the DcuSign General Settings screen. These settings apply t the entire SharePint farm. See DcuSign Dcument Library Settings fr mre infrmatin abut dcument library settings.

12 12 DcuSign Accunt Settings The accunt setting ptins are: Envirnment: This sets which DcuSign envirnment yur DcuSign fr SharePint installatin is using. This can allw testing r demnstratins f the installatin befre ging live n the DcuSign prductin envirnment. T change the setting, click EDIT n the same line as Envirnment and select the DcuSign envirnment yu want t use. Changing the envirnment remves the systemwide lgin. Click SAVE t save the change. Prxy server: This sets the prxy server infrmatin fr yur accunt.

13 13 T cnfigure yur prxy server settings, click EDIT n the same line as Prxy server. In the dialg bx, type the Prxy URL (the URL frmat is validated as it is added). The Prxy User Name and Prxy Passwrd are nt required t save the infrmatin. If a value is entered fr either Prxy User Name r Prxy Passwrd, hwever, then all fields must be cmpleted. After adding the prxy server infrmatin, click SAVE. Setting prxy server infrmatin als applies t wrkflw actins. DcuSign User Prvisining: This sets the autmatic user prvisining ptin fr yur accunt. When a SharePint user tries t use DcuSign fr SharePint, we check t see whether that user exists in DcuSign (in this case a user is defined by their address) and then take actin based n yur prvisining setting. There are tw user prvisining ptins: Enabled and Disabled. If Enabled is selected, the pssible results f the user check are: 1. If the user des nt exist as a member f any DcuSign accunt, DcuSign creates a new user with the user s user name and cmbinatin, and adds them as a member f the current DcuSign accunt. DcuSign sends the user an activatin with a link that they must click befre they can use this cnnectr. They d nt, hwever, have t add a passwrd and d nt need t knw the passwrd fr the accunt. Nte: Depending n the infrmatin in a user s SharePint prfile and settings, DcuSign might display a prvisining dialg bx asking the user t enter infrmatin fr prvisining their accunt. 2. If the user exists in the DcuSign system and exists as a member f the current DcuSign accunt, DcuSign uses that user infrmatin t send the dcument. 3. If the user exists in the DcuSign system, but des nt exist as a member f the current

14 14 DcuSign accunt, the DcuSign prvisining dialg bx appears. The user must enter a unique user name and address cmbinatin that is different frm the ne they already have in the DcuSign system. If Disabled is selected, the pssible results f the user check are: 1. If the user is a member f the current DcuSign accunt, there is n change t the current behavir. DcuSign uses the existing user infrmatin t send the dcument. 2. If the user is nt a member f yur DcuSign accunt, DcuSign des nt create a new user r send the dcument. In this case, the user sees the fllwing message: "Yu d nt have a DcuSign membership with this accunt. Please cntact yur administratr." T change yur DcuSign User Prvisining setting, click EDIT n the same line as DcuSign User Prvisining. This brings up a dialg bx where yu can select the user prvisining ptin. After changing the setting, click SAVE. DcuSign administratr address: This sets the DcuSign user credentials assciated with the SharePint installatin. The credentials allw ther users in the accunt t get signatures r sign with DcuSign. DcuSign recmmends that yu set up a dedicated system accunt user fr this purpse, and that yu d nt use the credentials fr an actual user that might leave yur rganizatin. The user credentials specified must have sending enabled and must have send n behalf f rights enabled. If yu are viewing the credentials in the Classic DcuSign Experience administratin, the user's Permissins must have the Send Envelpes, Accunt-Wide Rights, and Send On Behalf Of Rights (API) settings enabled. If yu are viewing the credentials in the New DcuSign Experience Admin, the user must be assigned t a Permissin Set with the Can send envelpe, Allw view and manage

15 15 envelpe rights thrugh API, and Allw send n behalf f ther users thrugh API settings enabled. T change the administratr credentials, click RESET, and then enter the credential infrmatin. DcuSign Status Update - Timer Jb This is a timer jb that autmatically updates dcument statuses, and then dwnlads cmpleted dcuments (thse where signing is cmplete) every 5 minutes. Yu can cnfigure the default 5 minute interval setting. Cnfigure the time interval in Central Administratin Mnitring Review jb definitins DcuSign Status Update Jb. Yu can execute this jb (fr testing purpses) by clicking Run Nw.

16 16 DcuSign Site Cllectin Settings This sectin prvides infrmatin abut site cllectin settings fr DcuSign fr SharePint.

17 17 T access these settings, g t Site Cllectin Settings, and then, under Site Cllectin Administratin, click DcuSign Site Administratin Settings. T set Site Cllectin Administratin Accunt Settings, the fllwing requirements must be met: Site Cllectin Administratin r Farm Admin privileges are required Site Cllectin Administratrs must have permissin t write t the Secure Stre. Yu can d this in either f the fllwing ways: Set up Site Cllectin Administratrs as Secure Stre Administratrs Add the SharePint Applicatin user (IIS) t the Secure Stre Service Administratrs DcuSign administratr address: This sets the DcuSign user credentials assciated with the Site Cllectin, verriding the settings set in Central Administratin. The credentials allw ther users in the accunt t get signatures r sign with DcuSign. The user credentials specified must have sending enabled and must have send-n-behalff rights enabled. If yu are viewing the credentials in the New DcuSign Experience Admin, the user must be assigned t a Permissin Set with the Can send envelpe, Allw view and manage

18 18 envelpe rights thrugh API, and Allw send n behalf f ther users thrugh API settings enabled. If yu are viewing the credentials in the Classic DcuSign Experience administratin, the user's permissins must have the Send Envelpes, Accunt-Wide Rights, and Send On Behalf Of Rights (API) settings enabled. T change the administratr credentials, click RESET, and then enter the credential infrmatin. T remve the administratr, click CLEAR. When cleared, the DcuSign accunt fr this site cllectin administratr is the ne set in Central Admin. DcuSign Dcument Library Settings Imprtant! If yu create a site after yu install DcuSign fr SharePint On-Prem, yu wn't see the DcuSign Cnnectr ptin. In which case, yu can enable the feature under the Site Cllectin Features, after which yu can see the DcuSign cnnectr ptin under a dcument library. This sectin prvides infrmatin abut the dcument library settings fr DcuSign fr SharePint. Only administratrs can view and change these settings. These settings apply nly t this dcument library. See DcuSign General Settings infrmatin fr mre abut accunt settings.

19 19 T access the settings frm a library, click the Library tab, click Library Settings, and then click DcuSign Cnnectr. This takes yu t the DcuSign Cnnectr screen. After making any changes in this sectin, click SAVE t save the changes.

20 20 The dcument library ptins are: DcuSign Accunt Settings: This sets the DcuSign user credentials assciated with the Dcument Library, verriding the settings set in Central Administratin and Site Cllectin. The credentials allw ther users in the accunt t get signatures r sign with DcuSign. The user credentials specified must have sending enabled and must have send-n-behalff rights enabled.

21 21 If yu are viewing the credentials in the New DcuSign Experience Admin, the user must be assigned t a Permissin Set with the Can send envelpe, Allw view and manage envelpe rights thrugh API, and Allw send n behalf f ther users thrugh API settings enabled. If yu are viewing the credentials in the Classic DcuSign Experience administratin, the user's permissins must have the Send Envelpes, Accunt-Wide Rights, and Send On Behalf Of Rights (API) settings enabled. T change the administratr credentials, click RESET, and then enter the credential infrmatin. T remve the administratr, click CLEAR. When cleared, the DcuSign accunt fr this site cllectin administratr is the ne set in Central Admin. Activate DcuSign Cnnectr: This activates DcuSign fr SharePint fr this dcument library and shws the DcuSign ribbn in the library. Certificate f Cmpletin: This sets whether a Certificate f Cmpletin is attached t signed dcuments. A Certificate f Cmpletin is a dcument assciated with every DcuSign envelpe that prvides prf f the signing prcess t all parties in the transactin. The certificate establishes wh, what, when, and hw dcuments were signed. There are tw ptins fr dwnlading the Certificate f Cmpletin: A separate file, which is supprted fr SBS digital signatures when a single dcument is signed Cmbined int ne dcument, which is nt supprted fr SBS digital signatures when mre than ne dcument is signed Cmpleted DcuSign Dcuments: This sets where cmpleted dcuments are stred. The Cmpleted DcuSign Dcument strage ptins are:

22 22 Stre in a dedicated flder in the riginating dcument library: Selecting this ptin stres cmpleted dcuments in a dedicated DcuSign dcuments flder in the dcument library frm which the DcuSign actin was initiated. Stre as a new dcument in the riginating dcument library: Selecting this ptin stres cmpleted dcuments as a new dcument in the same dcument library frm which the DcuSign actin was initiated. Stre in a custm site r flder: Selecting this ptin stres cmpleted dcuments as a dcument in a different site (within the same site cllectin), dcument library, r flder. Yu must enter the full URL fr the site r flder in the field belw the ptin. This actin is nly available fr SharePint administratrs. Signed Dcument Naming Cnventin: This sets the naming cnventin used fr cmpleted dcuments when they are saved. It can include a timestamp, the recipient names and a timestamp, r sender names and a timestamp. Signed Dcument Versin Settings: This sets whether a signed dcument is saved as a new file r as a new versin f the riginal dcument. String as a new versin is nly available if the riginal dcument was a PDF file. If the riginal dcument was nt a PDF file, a new file is saved.

23 23 Send Dcuments using DcuSign fr SharePint With DcuSign fr SharePint, yu can send dcuments fr signature directly frm the ribbn bar in a SharePint dcument library. Yu can select recipients ne at a time r yu can uplad a file with up t 1000 recipients and send each persn their wn cpy f the dcument t sign. 1. G t a SharePint library and select ne r mre dcuments. 2. On the ribbn, in the DcuSign tab, click Get Signatures. Or, yu can click the dcument menu, click, and then select Get Signatures. 3. The DcuSign sending applicatin pens within the SharePint frame. 4. Select each recipient and add the fields they will see.

24 24 5. After yu've added all the fields fr each recipient, send yur dcuments. 6. Dne! Yu have successfully sent dcuments fr signature using DcuSign.

25 25 Check the Status f Sent Dcuments Fllw these steps t check the status f sent dcuments: 1. G t the SharePint dcument library and select ne r mre dcuments. On the dcument ribbn, in the DcuSign tab, click Check Status. This displays a list that shws the statuses fr the dcuments yu have sent. The pssible values are: Draft, Waiting fr Others, Cmpleted, Declined, and Canceled. DcuSign autmatically updates dcuments and statuses every five minutes and dwnlads the cmpleted dcuments. Yu can als update the status f the dcuments manually by clicking Update All at the tp f the page. 2. Fr dcuments with a status f Cmpleted, a PDF file with the signed dcument is stred in a DcuSign flder within the riginating dcument library r in the library r flder designated by yur SharePint administratr. Click View Dcument t pen the PDF file r navigate t the apprpriate flder t access the signed dcument.

26 26 Sign Dcuments with DcuSign fr SharePint With DcuSign fr SharePint, yu can sign dcuments in a SharePint 2016 dcument library directly frm the ribbn bar. Fllw these steps t sign dcuments: 1. G t a SharePint library and select ne r mre dcuments. 2. On the dcument ribbn, in the DcuSign tab, click Sign. Or, yu can click the dcument menu, then click, and then select Sign with DcuSign. 3. The free-frm signing experience pens within the SharePint frame. 4. Sign the dcument:

27 27 T add a signature, initial, r ther infrmatin t the dcument, click the pen buttn t shw the fields palette. Click the field yu want t place, and then drag and drp it at the apprpriate lcatin in the dcument. 5. After yu place all the fields in the dcument, click Finish t cmplete yur dcument signing. 6. Dne! Yu have successfully signed the dcuments with DcuSign. The signed dcument is saved as a PDF file in the DcuSign Dcuments sub-flder in the riginating dcument library r in the library r flder designated by yur SharePint administratr. Open the flder t access the signed PDF.

28 28 SharePint Designer Wrkflw Actins Send Dcument and Dwnlad Dcument are DcuSign-specific actins supprted in SharePint Designer. Befre yu can use these actins, hwever, yu must set up the Secure Stre Service t wrk with the actins. The first part f this sectin walks yu thrugh that prcess; the secnd part shws yu hw t use the actins. Yu nly need t set up the SharePint Secure Stre Service nce t enable wrkflw actins. Imprtant! These actins are available n the SharePint 2010 wrkflw platfrm and als wrk in SharePint 2013 and Set Up the SharePint Secure Stre Service The Secure Stre Service maintains an encrypted database that maps the identities f SharePint users, grups, r prcess accunts t the external credentials required t access external systems. When the Business Data Catalg needs t impersnate external credentials t access a data surce, it passes the identity f the caller t the Secure Stre Service. The Secure Stre Service then returns the external credentials that are mapped t the identity f the caller. Within the Secure Stre Service, credential mappings are rganized by target applicatins. A target applicatin represents an external system r data surce, and includes a unique target applicatin ID.

29 29 When the Business Data Catalg requests a set f credentials frm the Secure Stre Service, it specifies the target applicatin ID s that the Secure Stre Service knws which credential mapping t retrieve. T Cnfigure the Secure Stre Service If this is the first time that yu are using the Secure Stre Service, yu first need t generate a new encryptin key by clicking Generate New Key under the Edit tab n the SharePint ribbn. Then select a pass phrase and click OK.

30 30 T Create a Target Applicatin in the Secure Stre Service 1. In the Central Administratin Web site, click Applicatin Management, and then click Manage Service Applicatins. 2. On the Manage Service Applicatins page, click Secure Stre Service. 3. On the ribbn, in the Manage Target Applicatins sectin, click New. 4. On right side f the Create New Secure Stre Target Applicatin page, d the fllwing: a. Set the Target Applicatin ID t DcuSignWFActins. b. Set the Display Name t DcuSign Wrkflw Actins. c. Prvide a cntact address (fr example,

31 31 d. Under Target Applicatin Type, select Grup. a. Click Next. 5. On the next page, set the credential fields names t Username and Passwrd, set the credentials fields types t User Name and Passwrd, and then click Next.

32 32 6. On the next page, in the Target Applicatin Administratrs text bx, add yur administrative accunt. 7. On the Secure Stre Service page, in the DcuSignWFActins list, click Set Credentials.

33 33 8. On the Set Credentials fr Secure Stre Target Applicatin page, set the Credential Owner t the identity that runs the relevant SharePint site applicatin pl (fr example, Netwrk Service), set the Username and Passwrd t the DcuSign administratr accunt credentials, and then click OK. DcuSign Dcument Actins The next sectins shw yu hw t use the Send Dcument, Dwnlad Dcument, and Get Field Value actins.

34 34 T Use the Send Dcument Actin The Send Dcument actin supprts templates (with r withut custm tags), anchr tags, and PDF frm fields. Frm the Actin menu n the ribbn, under DcuSign, select Send Dcument. Actin Send dcument t, with the fllwing subject (Output t Variable:Result, Variable:EnvelpeID Parameters t: A text field fr the recipient's address

35 35 subject: A text field fr the subject Result variable: Ppulated with the result returned by the DcuSign API EnvelpeID: The unique envelpe identifier assigned t this dcument by the system Prperties Envirnment: The fllwing list f prcessing envirnments dem.dcusign.net na2.dcusign.net eu.dcusign.net eu1.dcusign.net AccuntId: The DcuSign user accunt ID Sender The accunt used fr send-n-behalf-f (SOBO) RecipientName: (Optinal) The recipient's name Message: (Optinal) The bdy f the that the recipient will receive Template ID: (Optinal) The unique ID f the template t be used t send the dcument. Find mre infrmatin abut template IDs here. Signer Rle Name: Used nly with templates cntaining placehlders. Finds the crrect signer placehlder and replaces it with the recipient data.

36 36 PDF Frm fields: (Optinal) Used nly with PDF files. Optins are: N: D nthing. This is the default setting. Yes: Enabled in the API. Find mre infrmatin abut API fr PDFs here. Additinal Infrmatin Anchr tags (called AutPlace in the New DcuSign Experience) are supprted in the Send Dcument actin. T Use the Dwnlad Dcument Actin The Dwnlad Dcument actin returns final dcuments. Final dcuments have a status f Cmpleted, Declined, r Vided. N dcuments with any ther status (sent, delivered, crrect, etc.) are returned. Dcuments with Declined status are returned with the reasn they were declined. Frm the Actin menu n the ribbn, under DcuSign, select Dwnlad Dcument.

37 37 Actin Dwnlad dcument with Envelpe ID, (Output t Variable:Result, Variable:Message) Parameters Envelp ID: The EnvelpeID returned by the Send Dcument actin, r any ther valid envelpe ID Result variable: Ppulated with the result returned by the DcuSign API Message variable: Ppulated with the reasn the dcument was declined

38 38 Prperties Envirnment: A list f prcessing envirnments dem.dcusign.net na2.dcusign.net eu.dcusign.net eu1.dcusign.net AccuntId: The DcuSign user accunt ID Overwrite current item: A flag designating whether t verwrite an existing dcument f the same name Destinatin URL: The lcatin in which t stre the returned dcument Overwrite current item and Destinatin URL are clsely cupled. Based n the setting f these tw parameters and the type f dcument sent, the fllwing behavir ccurs: Destinatin URL is nt specified (the dcument is returned t the library r flder frm which it was sent) and the dcument type is PDF. Overwrite current item enabled - if a dcument with the same name as the signed PDF exists, it is deleted and a new versin f the dcument is created in the library where the wrkflw is running Overwrite current item disabled - if a dcument with the same name as the signed PDF exists, a new versin f the dcument is created in the library where the wrkflw is running

39 39 Destinatin URL is nt specified (the dcument is returned t the library r flder frm which it was sent) and the riginal dcument type is nt PDF, but was cnverted t a PDF by DcuSign during the signing prcess. Overwrite current item enabled - if a dcument with the same name as the signed PDF exists, it is deleted and new dcument is written int the library r flder frm which it was sent Overwrite current item disabled - if a dcument with the same name as the signed PDF exists, the new dcument is written int the dcument library r flder frm which it was sent with the same name plus a time stamp Destinatin URL is specified (the dcument is returned t a specified library r flder) Overwrite current item enabled - if a dcument with the same name as the signed PDF exists, it is deleted and new dcument is written int the specified library r flder Overwrite current item disabled - if a dcument with the same name as the signed PDF exists, the new dcument is written int the specified library r flder with the same name plus a time stamp Plling interval: (Optinal) Defines hw many minutes will pass befre this actin plls the DcuSign API. If nt specified, the default is 20 minutes. The minimum value is 1 minute. Lifetime: (Optinal) Defines the number f days this actin runs. If nt set, the actin runs indefinitely. Preserve Metadata: (Optinal) Based n the value f Overwrite current item, the fllwing behavir ccurs:

40 40 Yes: Applies nly when Overwrite current item = N. When a dcument is stred in the specified path, the relevant metadata assciated with the riginal dcument is cpied t the new item. System-generated fields such as wner, creatin time, etc. are ignred. N: N data frm the riginal dcument is saved with the returned dcument. T Use the Get Field Values Actin The Get Field Values actin extracts field values frm cmpleted dcuments. Frm the Actin menu n the ribbn, under DcuSign, select Get Field Value.

41 41 Actin Get field data fr Envelpe ID, user Recipient Name, with the field name (Output t Variable:Field Value, Variable:Result, Variable:Message) Parameters Envelp ID: The EnvelpeID returned by the Send Dcument actin, r any ther valid envelpe ID. RecipientName: Envelpes with multiple recipients can have multiple fields with the same name. RecipientName defines which recipient s field value is returned. Field Name: The value f this field is placed in an utput variable. Field Variable: The value f the field that was filled by a specific recipient. Result variable: Ppulated with the result returned by the DcuSign API. Message variable: Ppulated with infrmatin returned frm DcuSign. Prperties Envirnment: A list f prcessing envirnments dem.dcusign.net na2.dcusign.net

42 42 eu.dcusign.net eu1.dcusign.net Supprted DcuSign Fields The fllwing table lists the DcuSign fields frm which yu can retrieve data with the Get Field Values actin. Type Return value Signature True r False (signed r nt signed) Date Date Cmpany Cmpany Title Title Check Bx True r False (selected r nt selected) Radi Buttns Value set fr each buttn Drpdwn Selected value Attachment True r False Text Text

43 43 FAQ Nte: If yur questin isn't cvered by these FAQs, please check the DcuSign fr SharePint Supprt Center page fr additinal supprt infrmatin. What is the difference between "Get Signatures" and "Sign" with DcuSign? Get Signatures is used when yu want t send a dcument, r dcuments, t ne r mre peple t gather signatures r infrmatin frm thse peple. Yu, as the sender, can als be a signer n dcuments, but yu d nt have t be. Sign with DcuSign is used when yu just want t sign smething yurself that can be delivered t smene else. Using the Sign with DcuSign ptin nly takes yu t the signing page in DcuSign, while the Get Signatures with DcuSign lets yu address and add fields t the dcument fr sending. If I am an admin f SharePint and wuld like t upgrade t a paid DcuSign accunt, what d I d? Cntact ur sales team at r I m nt the Administratr r Site Cllectin wner fr my SharePint accunt, can I still install DcuSign fr SharePint? N, nly the Administratr r Site Cllectin wner can install this applicatin.

44 44 Hw d I change the DcuSign envirnment that my DcuSign fr SharePint applicatin is pinting t? T access the DcuSign settings, g t the SharePint Central Administratin settings and lk fr the DcuSign Cnnectr. In the cnnectr menu, select DcuSign Cnnectr Settings t g t the DcuSign General Settings screen. Click Edit next t Envirnment. This brings up a dialg where yu can select the DcuSign envirnment yu want t use. This actin als remves the system-wide lgin. Click Save t save the changes. D I have t give the ther SharePint users my DcuSign credential infrmatin s they can send with DcuSign? N. If yu created a new accunt, it is autmatically set up t allw ther users in yur accunt t get signatures r sign with DcuSign. If yu have an existing DcuSign accunt, DcuSign recmmends that yu set up a dedicated system accunt user fr this purpse, and that yu d nt use the credentials fr an actual user that might leave yur rganizatin. The user credentials specified must have sending enabled and must have send n behalf f rights enabled. If yu are viewing the credentials in the Classic DcuSign Experience administratin, the user's Permissins must have the Send Envelpes, Accunt-Wide Rights, and Send On Behalf Of Rights (API) settings enabled. If yu are viewing the credentials in the New DcuSign Experience Admin, the user must be assigned t a Permissin Set with the Can send envelpe, Allw view and manage envelpe rights thrugh API, and Allw send n behalf f ther users thrugh API settings enabled. Additinally, if yur accunt uses the Passwrd Strength setting Custm, yu must set the Passwrd Questins Required ptin t 0. Wh can see the status f dcuments sent frm a dcument library? Everyne with rights t the SharePint dcument library can see the status f dcuments fr that dcument library regardless f whether the user is the sender r the

45 45 recipient. I have installed DcuSign fr SharePint, but I nt sure f the activatin status fr all my SharePint sites. Is there an easy way t tell the status fr my sites? In the extracted DcuSign fr SharePint slutin, click DcuSignFrSharePint2013.Installer.exe. In the Deplyment Optins step, select Update current install f DcuSign fr SharePint. In the Site Selectin sectin, yu will see the list f the active sites n the list n the right side f the screen.

46 46 I am using a prxy server. Hw d I cnfigure my prxy server settings t use DcuSign fr SharePint? T cnfigure yur prxy server settings, g t the SharePint Central Administratin settings and lk fr the DcuSign Cnnectr. In the cnnectr menu, select DcuSign Cnnectr Settings t g t the DcuSign General Settings screen. Click EDIT n the same line as Prxy server. In the dialg bx, type the Prxy URL (the URL frmat is validated as it is added). The Prxy User Name and Prxy Passwrd are nt required t save the infrmatin. If a value is entered fr either Prxy User Name r Prxy Passwrd, hwever, then all fields must be cmpleted. After adding the prxy server infrmatin, click SAVE. Nt all f my SharePint users have DcuSign Accunts. Can they still use DcuSign fr SharePint? Yes, as lng as autmatic user prvisining is enabled and yu still have seats available fr yur DcuSign accunt. When a SharePint user clicks Get Signatures r Sign, we check t see whether that user exists in DcuSign (in this case a user is defined by their address). There are three pssible results:

47 47 1. If the user des nt exist as a member f any DcuSign accunt, DcuSign creates a new user with the user s user name and cmbinatin, and adds them as a member f the current DcuSign accunt. The user des nt add a passwrd and des nt need t knw the passwrd fr the accunt. Nte: Depending n the infrmatin in a user s SharePint prfile and settings, DcuSign might display a prvisining dialg bx asking the user t enter infrmatin fr prvisining their accunt. 2. If the user exists in the DcuSign system and exists as a member f the current DcuSign accunt, DcuSign uses that user infrmatin t send the dcument. 3. If the user exists in the DcuSign system, but des nt exist as a member f the current DcuSign accunt, the DcuSign prvisining dialg bx appears. The user must enter a unique user name and address cmbinatin that is different frm the ne they already have in the DcuSign system. When I try t sign a dcument I get the errr message there was an errr getting the DcuSign accunt infrmatin. Errr: There are n addresses available fr this applicatin. What shuld I d? Yur Secure Stre Service is nt cnfigured r is nt running. See the Micrsft TechNet article Cnfigure the Secure Stre Service in SharePint fr infrmatin n cnfiguring and starting the service. Hw d I uninstall DcuSign fr SharePint? In the extracted DcuSign fr SharePint slutin, click DcuSignFrSharePint2013.Installer.exe in the flder. In the Deplyment Optins step, select Uninstall DcuSign fr SharePint. Click Next, and then click Prcess n the cnfirmatin screen.

48 48 Hw d I update my install f DcuSign fr SharePint t the latest versin f the app? In the newest dwnlad f the extracted DcuSign fr SharePint slutin, pen the flder and click DcuSignFrSharePint2013.Installer.exe. In the Deplyment Optins step, select Update current install f DcuSign fr SharePint. Click Next, and then fllw the steps in the installer. Yur DcuSign credentials and DcuSign statuses will remain intact in SharePint. Hw d I change the lcatin in which signed dcuments are stred? T access the settings frm a library, click the Library tab, click Library Settings, and then click DcuSign Cnnectr. This takes yu t the DcuSign Cnnectr screen. Select the Cmpleted DcuSign Dcument strage ptin fr this dcument library. The ptins are: Stre in a dedicated flder in the riginating dcument library: Selecting this ptin stres cmpleted dcuments in a dedicated DcuSign dcuments flder in the dcument library frm which the DcuSign actin was initiated. Stre as a new dcument in the riginating dcument library: Selecting this ptin stres cmpleted dcuments as a new dcument in the same dcument library frm which the DcuSign actin was initiated. Stre in a custm site r flder: Selecting this ptin stres cmpleted dcuments as a dcument in a different site r flder. Yu must enter the full URL fr the site r flder in the field belw the ptin. This actin is nly available fr SharePint administratrs. After selecting yur ptin, click SAVE t save the change. Hw d I change the naming cnventin f signed dcuments? T access the settings frm a library, click the Library tab, click Library Settings, and then click DcuSign Cnnectr. This takes yu t the DcuSign Cnnectr screen.

49 49 Select the Signed Dcument Naming Cnventin yu want t use fr this dcument library. What is user prvisining and hw d I change the user prvisining setting fr my accunt? When a SharePint user clicks Get Signatures r Sign, we check t see whether that user exists in DcuSign (in this case a user is defined by their address) and then takes actin based n yur prvisining setting. There are tw DcuSign user prvisining ptins: Enabled and Disabled. If yu select Enabled, DcuSign fllws the actins utlined in the autmatic prvisining FAQ. If yu select Disabled, the pssible results f the user check are: 1. If the user is a member f the current DcuSign accunt, there is n change t the current behavir. DcuSign uses the existing user infrmatin t send the dcument. 2. If the user is nt a member f yur DcuSign accunt, DcuSign des nt create a new user r send the dcument. In this case the user sees the fllwing message: "Yu d nt have a DcuSign membership with this accunt. Please cntact yur administratr." T change yur DcuSign User Prvisining Setting: G t the SharePint Central Administratin settings and lk fr the DcuSign Cnnectr. In the cnnectr menu, select DcuSign Cnnectr Settings t g t the DcuSign General Settings screen. Click the EDIT ptin adjacent t DcuSign User Prvisining. This brings up a dialg where yu can select the user prvisining ptin. This actin is nly available fr SharePint administratrs.

50 50 Fr Mre Infrmatin r Assistance Fr mre infrmatin r assistance, visit DcuSign Supprt Center, the DcuSign Cmmunity, dcusign.cm, r cntact DcuSign Supprt.

51 51 Release Ntes DcuSign fr SharePint v3.0 The fllwing features r fixes were included as a part f DcuSign fr SharePint v3.0: Supprt fr Send Dcument and Dwnlad Dcument wrkflws The Send Dcument actin supprts templates (with r withut custm tags), anchr tags, and PDF frm fields The Dwnlad Dcument actin returns final Cmpleted, Declined, r Vided dcuments Certificate f Cmpletin ptins When yu elect t have a Certificate f Cmpletin created, yu can select whether it is appended t the cmpleted PDF file r whether it is saved as a separate dcument, Imprvement t the Status page By default, the status page shws nly the dcuments that were sent frm the current dcument library. Previus behavir was t shw all dcuments frm all senders ver the entire site cllectin. The Status page paginates when there are mre items than can be displayed n the current page Dwnlad cmpleted dcument backgrund service This is a timer jb that autmatically updates dcument statuses and dwnlads cmpleted dcuments (thse where signing is cmplete) every 5 minutes. The default 5 minute interval setting is cnfigurable. Users with read-nly permissins can nw send and sign dcuments withut receiving an errr and withut needing write permissin t the status list.

52 52 The strage lcatin fr a dcument is set at the time it is sent and hnrs the setting fr the dcument library frm which it was sent. Previus behavir was t retrieve the setting frm the current dcument library, which may nt be the library frm which the dcument was sent, and which might have a different strage setting. The Update All buttn pulls infrmatin nly fr the current user and the current dcument library. DcuSign fr SharePint nw supprts recrd libraries. That is, in Recrd Center site cllectins, the Recrd Library and Drp Off Library nw have the DcuSign Ribbn in the library and the DcuSign Cnnectr settings link in Settings page. DcuSign fr SharePint v2.4 The fllwing features r fixes were included as a part f DcuSign fr SharePint v2.4: Imprvements t the Status page The mst recent envelpes appear at the tp f the Status page Only dcuments sent by the current user appear Status page refresh time was increased t 10 minutes When an envirnment change ccurs, the Status page updates apprpriately With user prvisining is enabled, the first time new users wh have nt set up a DcuSign accunt attempt t send a dcument, they are prmpted t activate their DcuSign accunt befre they can prceed with sending the dcument DcuSign fr SharePint v2.3 The fllwing features were included as a part f DcuSign fr SharePint 2016 v2.3: Added a new central DcuSign Accunt Settings page t set farm-level accunt settings and updated the dcument library settings page.

53 53 Dcument Library settings nw apply nly n specific dcument libraries nt t the entire site cllectin. User matching between the DcuSign accunt and SharePint users is nw dne using address nly. Added the new RESET ALL buttn in the DcuSign General Settings page, which autmatically retrieves all user frm yur DcuSign accunt and generates mapping between SharePint and DcuSign users fr the accunt.

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