2.3 Integration

This topic explains the integration changes of this release.

DocuSign Integration for e-Signature

  • Addition of DocuSign as a delivery mode for the documents as part of Document Generation and Document Acceptance data segments.
  • Integration with DocuSign APIs for sending the documents for e-signing to the desired list of recipients.
  • Track the status of documents for e-signing and auto upload the signed documents, once recipients have signed the documents.

OBDX API changes

  • Impact for Initial Funding & Finicity Integration
  • Push Notification for specific events.
  • Schedule generation API