Settings for Automatic Document Import


Signed documents can be automatically imported into FUJIFILM IWpro.
The imported documents will be imported into the Personal Postbox of the user who sent the signature request.
To use these settings, you have to be joining the plan in which DocuSign Connect is available.
Make sure you operate these settings with DocuSign accounts with administrative privileges.
Sometimes the import may fail for reasons such as exceeding the upper limit of the number of the documents in the Personal Postbox.
In that case, after fixing what causes the error, perform the import manually from the history list.
Procedure
1.
Select [Admin Menu] > [Workspace] from the  App Launcher Menu  icon in the navigation header.
Note
The [Admin Menu] will only be displayed to users with administrator permissions.
2.
Click [Tenant Settings] on the [Management] screen.
Save the URL shown in [URL for DocuSign Connect Connection] somewhere temporarily.
3.
Login to the DocuSign site.
4.
Click [ADD CONFIGURATION].
The HMAC key will be displayed on the [CONNECT Key] screen. Save the key somewhere temporarily.
5.
On the [Settings] screen, select [DocuSign Connect] from the sidebar.
6.
Click [ADD CONFIGURATION] and select [Custom] from the context menu displayed.
7.
On the [Add Custom Configuration] screen, set the following items.
Item
Value
Name
Arbitrary
URL to Publish
The URL obtained in procedure 2
Enable Log (maximum 100)
Checked
Require Acknowledgement
Checked
Data Format
Rest v2.1
Event Message Delivery Mode
Send Individual Message (SIM)
Trigger Events
Only [Envelope Signed/Completed] Checked
Include HMAC Signature (Recommended)]
Checked
Include Basic Authentication Header
Unchecked
Enable Mutual TLS
Unchecked
INCLUDE DATA
Check the following items
  • Custom Fields
  • Tabs
  • Prefill Tabs
Procedure
1.
Select [Admin Menu] > [Workspace] from the  App Launcher Menu  icon in the navigation header.
Note
The [Admin Menu] will only be displayed to users with administrator permissions.
2.
Click [Tenant Settings] on the [Management] screen.
3.
On the [Tenant Settings] screen, click [Settings] in [DocuSign Connection Settings].
4.
On the DocuSign connection settings dialog, enter the key you just obtained in the preparation above into [Connect Key], and click [Save].
Procedure
1.
Select [Admin Menu] > [Workspace] from the  App Launcher Menu  icon in the navigation header.
Note
The [Admin Menu] will only be displayed to users with administrator permissions.
2.
Click [Tenant Settings] on the [Management] screen.
3.
On the [Tenant Settings] screen, click [Clear] in [DocuSign Connection Settings].
4.
Click [OK] on the confirmation dialog.