Integrating with DocuSign for document annotation and digital signing

[qwade]

WebViewer Version: 11.8.0

Do you have an issue with a specific file(s)? No
Can you reproduce using one of our samples or online demos? N/A
Are you using the WebViewer server? No
Does the issue only happen on certain browsers? N/A
Is your issue related to a front-end framework? Yes
Is your issue related to annotations? N/A

Please give a brief summary of your issue:
I would like to integrate the WebViewer with DocuSign to enable inline initialing and signing of documents.

Please describe your issue and provide steps to reproduce it:
I need to understand how I can integrate with DocuSign using the WebViewer SDK, and if “addCustomModal” is the preferred way to integrate.

Please provide a link to a minimal sample where the issue is reproducible:

[system]

Hello, I’m AiRon, an automated tech support bot
While you wait for one of our customer support representatives, I can help you with your question.

Integrating Apryse WebViewer with DocuSign for inline document signing involves creating a seamless user experience where users can sign documents directly within the WebViewer interface. The “addCustomModal” method can be useful for creating custom UI components, like a modal for signing, but integration with DocuSign requires handling authentication, document preparation, and signature workflows.

Some things you can try:

• Use DocuSign’s API to manage the signing process. You’ll need to authenticate users and generate signing URLs that can be displayed within WebViewer.


• Utilize WebViewer’s annotation and customization APIs to create a smooth user experience for signing and initialing.


• Implement “addCustomModal” to present signing options or DocuSign’s signing interface within WebViewer.


• Ensure that documents are prepared and sent to DocuSign using their API, and manage callback URLs to update document status in WebViewer.

Here are some resources that might help you:

• Get Started with Apryse WebViewer SDK in a JavaScript app via NPM - This guide will help you set up the WebViewer SDK in your project.


• Get Started with Apryse WebViewer SDK in a React with Vite Project - If your front-end framework is React, this guide will be beneficial.


• Get Started with Apryse WebViewer SDK without Using the WebViewer UI - Useful if you need to integrate WebViewer features without its default UI.


• Setting up your server for real-time collaboration - This guide provides insights into server setup for collaboration, which may be relevant if you’re handling document status updates.

Hopefully, this helps you solve your problem while you wait for a human to get back to you.

[darian.chen]

Hello qwade,

Thank you for contacting Apryse Forums.

We don’t have specific documentation or sample code for integrating DocuSign directly with WebViewer, but I can outline the general approach:

Typical steps for an integration might look like:

1. Use WebViewer to create signature fields.
2. When the user is ready to sign, open a custom modal using addCustomModal that starts the DocuSign workflow. For example, redirect the user or call a DocuSign API.
3. After the DocuSign signing process is complete, retrieve the signed document and load it back into WebViewer.

Best Regards,
Darian