Configuring e-signing in your custom application

As a developer or an application business analyst, after you configure Adobe Acrobat Sign or DocuSign to work with BMC Helix Innovation Studio, create a process to send documents to Adobe Acrobat Sign or DocuSign and receive notifications to download documents from Adobe Acrobat Sign or DocuSign.

For information about configuring Adobe Acrobat Sign or DocuSign to work with BMC Helix Innovation Studio, see Integrating-BMC-Helix-Innovation-Studio-with-Adobe-Acrobat-Sign and Integrating-BMC-Helix-Innovation-Studio-with-DocuSign. 

To configure the process to request e-signature for a document

1. Log in to BMC Helix Innovation Studio.
2. On the Workspace tab, navigate to the application where you want to request e-signing for a document.  
3. Perform one of the following steps:
   
   • To add the Request E-Signature element to a new process, select Processes > New. 
   • To add the Request E-Signature element to an existing process, click the Processes tab, and click the name of the process.
4. From the Palette, drag the Request E-Signature element to the canvas.

5. On the Element properties  tab, update the following fields:

   Field	Description
   Label	Type a meaningful name for the element; for example, Request e-signature.
   Description	Enter the description for the element.
   INPUT MAP
   Provider	Click Click to build an expression link and add DocuSign or Adobe Acrobat Sign as your e-signature service provider.
   Attachments	Click Click to build an expression and add the required attachment list type of variable to attach the documents you want to send for e-signing.
   Recipients	Click the Click to build an expression link and add the valid email address of the users who should receive the email with the documents for e-signing. For multiple recipients, add semicolon-separated valid email addresses.
   CC Recipients	Click the Click to build an expression link and add the valid email address of the users who should receive copies of emails with the documents for e-signing. For multiple recipients, add semicolon-separated valid email addresses.  Important: This field is supported only for DocuSign.

6. Click Save. 

The Request E-signature element sends the following ID as an output:

• (For Adobe Acrobat Sign) Agreement ID
• (For DocuSign) Envelope ID 

To configure the process to download the e-signed document

1. Log in to BMC Helix Innovation Studio.
2. On the Workspace tab, navigate to the application where you want to download the e-signed document.  
3. Perform one of the following steps:
   
   • To add the Download E-Signed document element to a new process, select Processes > New. 
   • To add the Download E-Signed document element to an existing process, click the Processes tab, and click the name of the process.
4. From the Palette, drag the Download E-Signed document element to the canvas.

5. On the Element properties  tab, specify the following fields:

   Field	Description
   Label	Enter a meaningful name for the element; for example, Download E-signed document.
   Description	Enter the description for the element.
   INPUT MAP
   Provider	Click Click to build an expression link and add DocuSign or Adobe Acrobat Sign as your e-signature service provider.

6. Click Save. 

 The Download E-signed element sends an attachment as an output.

To configure the process to refresh the OAuth token

The tokens received from DocuSign and Adobe Acrobat have a limited validity. As a developer or an application business analyst, you can use the Refresh OAuth Token element to refresh the token before the validity. 

1. Log in to BMC Helix Innovation Studio.
2. On the Workspace tab, navigate to the application where you want to request for OAuth token refresh.  
3. Perform one of the following steps:
   
   • To add the Refresh OAuth Token element to a new process, select Processes > New. 
   • To add the Refresh OAuth Token element to an existing process, click the Processes tab, and click the name of the process.
4. From the Palette, drag the Refresh OAuth Token element to the canvas.

5. On the Element properties  tab, update the following fields:

   Field	Description
   Label	Enter a meaningful name for the element; for example, Refresh OAuth token.
   Description	Enter the description for the element.
   INPUT MAP
   Provider	Enter your e-signature service provider.
   Authorized User	Enter the user name that performed the e-sign configuration.

6. Click Save.