Saturday, 21 January 2017

Oracle APEX, APEXOfficePrint and DocuSign

APEXOfficePrint and DocuSign

Digital Signatures for your docs

Give it a try you might be surprised


For few days now I have been playing with DocuSign. 
 

What is DocuSign and what it is for? Ever needed to implement a Digital Signatures in your project reporting. This is where these guys can help. Providing different services depending on your budget and needs. Please check out their website for further info.

Why? Ability to digitally sign your documents is a powerful thing and at some point we all may need something like this. Since I had some time to dig deeper I decided to try it out. Plus there is really decent amount of documentation available and everything you need is exposed through APIs which makes it perfect to integrate with ApexOfficePrint.

In this first post I will concentrate on what is needed for you to start using it in your APEX applications. 

First step is to register an account with DocuSign. Once this is sorted then you realize there is a developer account too (called Sandbox) so you create one for your self. 

Ok cool, now what next?  

 

Now you can configure your settings and update your signatures that can be used in your documents. 

Next step is to try out how basic documents and templates work. I will leave this bit to you as there are many demos and videos online that are very clear and helpful. From this perspective guys did a good job.

Bottom line of the story is you can create your documents upload it here, edit it by adding digital signatures to them that can then be sent out to different people to sign your documents. There is an option where you can create templates etc but I want to concentrate to what is important to all of us - integration with APEX and in this case APEXOfficePrint. 

Once you gave it a try creating and sending your first document using DocuSign UI it is time to look at their APIs. This gives you ability to create, sent and manage all your documents through a web service calls. Of course this is what we all are after.

Best place to start is API website. Here you will find everything needed to implement this into you PL/SQL calls.

Few things we need to know are: 
Account ID, Integrator Key, your registered email address and password. 

Where to find these?
Account ID is hidden behind you user account icon in top right corner.
     
It should be just under your details or sitting under PLAN section once you login into your admin account.

If you log into your regular account you will also get an account ID but these can not be used for APIs (at least I think so haven't tested it myself).

Integrator Key can be found under API and Integrator Key link. 
Now that you got all of these you are ready for you first API test.

To help out here there is REST API website. If you enter you details on top of this page you will be able to see few of them in action. 

In second post I will share some lights how we can do all of this from APEX apps and integrate this with APEXOfficePrint.  
 
Thanks,
SLino

1 comment:

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