Getting Started with the DocuSign API Aaron Liao Director, Developer Evangelism

A Digital World Is a Better World DocuSign is available in Hundreds of millions of documents have been DocuSigned by more than Successful Transactions in 2015 Join the DocuSign Global Trust Network everyday

A Digital World Is a Better World

DocuSign Product Portfolio Signature Products and APIs DocuSign Signature eSignature APIs DocuSign Signature Appliance (formerly CoSign Central) Signature Appliance APIs Transaction Rooms Products and APIs DocuSign Transaction Rooms for Real Estate Transaction Rooms for Real Estate API DocuSign Transaction Rooms for Financial Services Transaction Rooms for Financial Services API

What’s Possible? DocuSign API Request legally binding signatures on virtually any type of document Retrieve form-field data Embed the signing or sending workflow into your UI Enforce multi-factor recipient authentication Track documents in real-time Much more…

Custom End-to-End Workflows via APIs Accessing DocuSign Stand Alone Apps Pre-Built Integrations Custom End-to-End Workflows via APIs Easy-to-use Quick to deploy Flexible Out-of-the-box Popular productivity apps Industry-specific apps Legacy systems High volume Multiple deployment options Embed in websites I mentioned that with DocuSign, you can make any approval process 100% digital end-to-end. DocuSign offers the most flexibility when it comes to deployment options, to best address your specific needs: DocuSign Apps The first option is our award-winning stand-alone mobile and web applications. Our native, cloud-based apps offer powerful functionality in a very easy-to-use interface available on any device. Highly flexible option for automating processes that don’t require integrating to other systems. You can deploy these apps in as little as a few hours, so ideal for driving immediate results. Pre-Built Connectors Or, you can take advantage of our vast ecosystem of out-of-the-box connectors with popular apps Good option when you need to use DocuSign in conjunction with a popular productivity or industry-specific app Get more out of your existing investments in other systems Custom Integrated Workflows Finally, you can create a custom integrated workflow, leveraging DocuSign’s industry leading REST & SOAP APIs. Ideal when any of these scenarios apply to your use case: Have multiple or legacy systems you want to connect Need to automate high volume transactions Need a hybrid or private cloud deployment Want to embed eSignature in your customer-facing website, portal or app And you don’t have to just choose one method--many of our customers use more than one of these options, particularly as they add additional use cases.

Common Terms Envelope: A “package” that contains document(s), recipient(s), tab(s), and workflow. Used to send signature requests. Recipient: Someone who receives an envelope and depending on their settings can sign the document(s), enter information, or take other actions. Tab (or tag): Used to indicate where a recipient signs or takes other actions on the document(s) within a given envelope. Template: A design-time object used to streamline the sending process. A “cookie-cutter” envelope. Integrator Key: A 41-digit GUID used to identify your integration and authenticate against the API.

Not a one-time decision – you can mix and match! REST vs. SOAP DocuSign offers REST and SOAP APIs: REST allows JSON or XML, SOAP only XML REST parses faster SOAP supports WS-Security Small feature gap Not a one-time decision – you can mix and match!

Developer Center and Tools

DocuSign GitHub Free SDKs, Clients, and Tools Tools generated from Swagger Available through NuGet, NPM, Cocoapods, Packagist, Maven MIT License (open source!) www.Github.com/DocuSign

API Recipes Focus on your app instead of DocuSign API mechanics Multi-language code walkthroughs C#, Java, Node.js, Obj-C, PHP, Python Most common API use-cases covered docusign.com/developer-center/recipes

apiexplorer.docusign.com/ Test API calls without writing any code Instantly see request/response Test additional options, settings, and features apiexplorer.docusign.com/

API Fundamentals

Authentication API Authentication Recipient Authentication Basic (USER + PWD) SSO (Oauth) Recipient Authentication 9 Authentication methods available! SMS More... Phone KBA GeoLoc

First API Call – Login Login API Notes Should be first call any integration makes! Retrieves your accountId and baseUrl Notes Only SENDERS need their own DocuSign account Can be a member of multiple accounts

API Signature Request Document Signature Request File bytes are passed as part of the request Template Signature Request Templates are design-time objects that save workflow, docs, tabs, and more Combination of Templates and Documents Composite Templates

Remote vs. Embedded Recipients Sign through DocuSign’s UI Remote Recipients use Email Notifications to initiate workflows Full DocuSign functionality Sign through YOUR UI Embedded Recipients use URL Tokens to initiate workflows Avoid context switching, expose DocuSign through your App or Website

3 General Methods for Placing Tabs… DocuSign Tabs If no tabs specified: Free Form Signing Recipient decides where to place tabs One or more tabs: Guided Signing Sender designates tab locations 3 General Methods for Placing Tabs…

Tab Placement Strategies Absolute Positioning Specify x,y coordinates Units in pixels, cms, inches, etc. Know position ahead time Relative Positioning Auto-Place (Anchor) feature Location based on actual document content Can further offset PDF Form Fields Based on field location Easy to automate Only works with PDFs

Real-Time Status Three General Methods: Poll Platform for Status EventNotification Object DocuSign Connect

API Certification API Certification Checklist Go Live section of Dev Center DocuSign conducts security review of your integration API Limits (1,000/account/hr) Cannot poll envelope status more than once every 15 mins Included with API Plans

Developer Community on Stack Overflow #DocuSignAPI Now What? Create free sandbox Write an amazing app Certify and go live Retire on sandy beach! Developer Community on Stack Overflow #DocuSignAPI