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.
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.
Preparation on DocuSign
Procedure
1.
Select [Admin Menu] > [Workspace] from the
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
|
Configuring Settings on FUJIFILM IWpro
Procedure
1.
Select [Admin Menu] > [Workspace] from the
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].
Clearing Settings on FUJIFILM IWpro
Procedure
1.
Select [Admin Menu] > [Workspace] from the
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.