Attaching Signed Webform PDF to Case via API Integration

you can use Docusign connect callback your system then get the envelope id which is completed. then get the documents with this envelope id.

please reference:

https://developers.docusign.com/platform/webhooks/connect/

FreeLink/甫连信息

🌍 Docusign Partner | Partner Profile

🏆 Docusign 2024 APAC Reseller Growth Partner of the Year

🌟 The only Docusign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.

📊 Docusign Community Leaderboard Top 5 contributor.

🚀 Expertise in Docusign integrations with on-premises systems for leading enterprises across various industries.

Hello Linda,

Here are the general steps you need to follow to achieve this using the DocuSign Webforms API:

1. Set Up Webhook (Connect) for Real-Time Updates

First, you need to set up a webhook to receive real-time updates when a document is signed. DocuSign uses the Connect feature for this purpose.

1. Create a Connect Configuration:

   • Log in to your DocuSign account.
   • Go to Settings > Connect.
   • Click Add Configuration.
   • Enter the necessary details, including the URL of your webhook endpoint where DocuSign will send notifications.

2. Configure Event Triggers:

   • In the Connect configuration, specify the events you want to trigger the webhook. For signed documents, you would typically select the Envelope Completed event.

2. Retrieve the Signed PDF

Once the webhook is set up, DocuSign will send a notification to your endpoint when the document is signed. You can then use the DocuSign API to retrieve the signed PDF.

1. Receive the Webhook Notification:

   • Your webhook endpoint will receive a POST request from DocuSign with details about the completed envelope.

2. Get the Envelope ID:

   • Extract the envelopeId from the webhook notification.

3. Download the Signed Document:

   • Use the DocuSign API to download the signed document.

3. Attach the Signed PDF to a Case in Your System

After retrieving the signed PDF, you need to attach it to a specific case in your system. This step will depend on the specifics of your system, but generally, you would:

1. Identify the Case:

   • Use the information from the webhook notification or your internal logic to identify the specific case to which the document should be attached.

2. Upload the Document:

   • Use your system’s API or database operations to attach the PDF to the identified case.

Thank you so much and if you need any help you can raise a support case anytime at https://support.docusign.com