Setting up the DocuSign App Tile

As part of Simpplr's app tiles feature, we offer several out-of-the-box app tiles your org can set up on home and site dashboards. The article linked below gives an overview of how app tiles work, permissions around setting them up, and various requirements. 

Setting Up Out-of-the-Box App Tiles on Dashboards

This article explains the DocuSign tile.

The DocuSign integration is built on the Bring Your Own Integration (BYOI) framework, offering the following key benefits to customers:

1. Extensibility beyond pre-built use cases – In addition to the existing pre-built app tiles, customers can extend these integrations by building custom API actions and custom app tiles tailored to their specific needs.
2. Bring-Your-Own-App support – For OAuth-based apps, scopes and permissions can be controlled at the connector level. However, for user-level connections, data access remains restricted to the permissions individual users hold within the external apps, ensuring flexibility and security.

DocuSign tile

View pending signature requests in DocuSign

Allows users to view their pending DocuSign signature requests from a tile.


 

Displays:

• Document title
• Sender name
• Sent date
• Due date

Interactions:

• Clickable document title: redirects to the signing page in DocuSign.
• Pagination: Display up to 4 requests with a "Show more" link for additional items.

Prerequisites & Setup:

• An OAuth 2.0 Authorization Code configuration is required. An OAuth application must be created by a DocuSign Admin to obtain the Client ID and Client Secret. Refer to the DocuSign Developer Documentation and follow the steps for creating an application under the Apps and Keys section.
• App admin must have enabled and configured the DocuSign integration from:
  Manage > Application > Integration > Custom Apps
   
• Navigate to Add New App > Add Prebuilt App, then select and add the DocuSign app.
• Once added, configure the app using the generated Client ID and Client Secret. The Auth URL, Token URL, token headers, and base URL will be pre-set.
• After completing the configuration, enable the app.
• Once enabled, the app will be available under the Add Tile option on the home or site dashboard.
• Users must authenticate using their DocuSign accounts.