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E-Signature

Overview​

The E-Signature module integrates electronic signature capabilities into FormKiQ through the DocuSign API. This Enterprise Add-On Module enables secure, legally-binding electronic signatures for PDF and MS Office documents.

Features & Benefits​

Core Features​

  • Electronic signature integration for documents
  • Support for PDF and MS Office formats
  • Secure signature workflows
  • Customizable notifications
  • Status tracking

Key Benefits​

  • Simplified Process: Streamlined signature collection
  • Security: DocuSign's secure signature platform
  • Flexibility: Remote and in-person signing
  • Integration: Seamless FormKiQ platform integration
  • Notifications: Customizable reminders and expiration settings

Use Cases​

Business Operations​

  • Contract Management
  • Purchase Order Approvals
  • Proposal Signatures
  • Document Approvals

Human Resources​

  • Employment Agreements
  • Onboarding Documents
  • Policy Acknowledgments
  • Benefits Enrollment

Real Estate​

  • Property Contracts
  • Lease Agreements
  • Disclosure Forms
  • Purchase Agreements

Healthcare​

  • Patient Consent Forms
  • Medical Records
  • HIPAA Documents
  • Treatment Authorizations

Setup Guide​

1. DocuSign Configuration​

Create Developer Account​

  1. Visit DocuSign Developer Center
  2. Create and activate account

Generate Integration Key​

  1. Navigate to Settings → Integrations → Apps and Keys
  2. Click "Add App & Integration Key"
  3. Save app name to receive Integration Key

Create RSA Keypair​

  1. Locate RSA Keypairs section
  2. Click "Add RSA Keypair"
  3. Download private key immediately
  4. Store key securely

Obtain User ID​

  1. Access DocuSign Profile
  2. Locate User ID in API and Keys section

2. FormKiQ Configuration​

Configure DocuSign integration using the FormKiQ API:

PATCH /sites/{siteId}/configuration
{
  "docusign": {
    "userId": "your-docuSign-userId",
    "integrationKey": "your-docuSign-integrationKey",
    "rsaPrivateKey": "your-docuSign-rsaPrivateKey"
  }
}

API Reference​

Create Envelope​

POST /esignature/docusign/{documentId}/envelopes

Initiates signature process by creating DocuSign envelope

Create Recipient View​

POST /esignature/docusign/{documentId}/envelopes/{envelopeId}/views/recipient

Generates recipient-specific signing URL

Handle Events​

POST /esignature/docusign/events

Processes DocuSign callback events

For complete API documentation, see E-Signature API Reference.

Best Practices​

  1. Security

    • Secure storage of integration keys
    • Regular key rotation
    • Monitor signature events

  2. Implementation

    • Test workflows thoroughly
    • Implement error handling
    • Monitor signature status

  3. User Experience

    • Clear signing instructions
    • Appropriate reminders
    • Status notifications