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Hello DocuSign Support Team,

We are using the DocuSign Webforms API and need assistance with the following steps after a user completes and signs the webform:

  1. Once the form is signed, we want the signed PDF document to be automatically sent back to our system.
  2. The signed PDF should then be attached to a specific case in our system for record-keeping and further processing.

Could you please provide guidance on how to configure this process using the Webforms API, specifically on how to retrieve the signed PDF and attach it to a case?

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/

 

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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 


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