Docusign Integrations

DocuSign Integration for Frappe ERPNext

This guide empowers you to seamlessly integrate DocuSign with your Frappe ERPNext instance, enabling secure and efficient digital signing for your Sales Invoices and Purchase Orders.

Requirements:

• Frappe ERPNext version 13, 14, or 15 (check your version with a party popper! )

Installation and Configuration:

1. App Installation ():
   • Head over to your ERPNext site and install the DocuSign custom app. (Imagine a friendly robot arm installing the app )
2. DocuSign Settings (⚙️):
   • Navigate to DocuSign Settings within ERPNext to configure the magic (🪄) of the integration.

DocuSign Developer Account Setup ():

1. Create an App (️):
   • In your DocuSign developer account, create a brand new app. (Imagine a construction zone building your app ️)
2. Generate Keys ():
   • Generate the Integration Key and Secret Key, these act as your secure passwords. (Imagine a lock and key for security )
3. Redirect URI ():
   • Configure the redirect URI for authentication. (Think of it as a map guiding users back to your app )

Webhook Setup (🪝):

1. DocuSign Connect ():
   • Add webhook configuration in the DocuSign Connect section. (Imagine a plug connecting your system to DocuSign )
2. Webhook Endpoint ():
   • Set the webhook endpoint to <Domain name>/api/method/dsc_erpnext.dsc_api.sign_document. (Think of a satellite dish receiving signals )
3. Trigger Events ():
   • Configure the trigger events for the webhook. (Imagine a notification bell for specific actions )

ERPNext Configuration (⚙️):

1. DocuSign Settings (⚙️):
   • In the DocuSign Settings within ERPNext, input the following configuration details:
     • Account ID (🆔)
     • Client ID (🆔)
     • Secret Key ()
     • Base Path ()
     • Server URL ()

Digital Signature Document Setup ():

1. Digital Signature Documents ():
   • Navigate to the Digital Signature Document section in ERPNext. (Imagine a file cabinet with document folders )
2. Add and Configure Documents (➕):
   • Add and configure documents for signing. (Imagine adding documents and setting options for signing ➕)
3. Signer Information (‍):
   • Specify the signer's email or name and assign the appropriate signing roles. (Think of assigning roles to different people involved in signing ‍)
4. Supported Documents ():
   • Currently supported documents include Sales Invoices () and Purchase Orders ().

Document Signing Process (✍️):

1. Initiating Signing ():
   • Create and submit a Sales Invoice or Purchase Order in ERPNext. (Imagine launching a document for signing )
2. Access the Document ():
   • Access the document as "DSC Sales Invoice" or "DSC Purchase Order". (Imagine finding the document ready to be signed )
3. Start Signing ():
   • Use the "DSC 1" action button to initiate the signing process. The document will be sent for signing to the designated email. (Imagine sending the document via email )
4. Completion and Retrieval (✅):
   • After the document envelope is completed, the document values will be recorded in the child table "Documents". (Imagine a green checkmark for completion ✅)
5. Access Signed Documents (☑️):
   • Access the signed document and certificate through the provided links. (Imagine clicking a link to access the signed document ☑️)

Deliverables ():

• A fully functional integration between DocuSign and Frappe ERPNext. (Imagine a handshake symbol for successful integration )
• A configured and operational digital signing process for Sales Invoices and Purchase Orders. (Imagine documents with digital signatures )
• Comprehensive setup and configuration documentation. (Imagine a well-organized document for reference )

Responsibilities ():

a. Developer Team (Extension Technologies) (‍):

• Developed by Sonu Kumar (See their GitHub profile for more details: [https://github.com/Sonupandit9693]