Understanding ESignature Distribution

Introduction

Communication Cloud Service provides a robust framework for a secure electronic signature process. It helps you to:
  • automate the integration with the ESignature service providers, such as DocuSign,
  • securely route documents for signature.
This ensures seamless, legally compliant digital signing process integrated into your communication lifecycle.

To facilitate ESignature distribution, Communication Storage, Communication Distribution ESignature configuration, DocuSign ESignature Supplier Service integration configuration, and the DocuSign service provider work together as part of the end-to-end process. This process is securely executed using configured credentials and connection details managed through the Operations Company Supplier Service, ensuring a reliable and compliant digital signature experience.

Communication Storage

Create Communication Storage configuration associated with required asset and metadata packages required for ESignature. This generates the required document, which may contain embedded signature markers, and is initially stored in Communication Storage. It is then routed through the ESignature workflow and sent to a service, such as DocuSign ESignature for signing ceremony. After the signing process is complete, the signed document may either be returned to the Communication Storage or sent to an external system for further processing or archiving, depending on the configuration.

See Creating a Communication Storage Configuration for more details.

DocuSign ESignature

DocuSign ESignature is a supplier service integration configuration within Communication Cloud Service to initiate the signing process. DocuSign ESignature configuration passes the PDF document with embedded signature markers to DocuSign supplier service for the electronic signing process. This integration handles the handshake between Communication Cloud Service and DocuSign, followed by DocuSign process to deliver the email with a PDF document for signing ceremony.

See Creating a DocuSign ESignature Configuration for more details.

Communication Distribution ESignature

Communication Distribution ESignature facilitates the distribution of this PDF document for ESignature to your customers, based on the data provided by you. It enables you to orchestrate distribution of communication in the form of PDF along with signature placeholder and relevant data elements (such as, signer name, email, signing order and more) to your customers through DocuSign ESignature supplier service. This configuration ensures that the correct document is delivered to the authorized signatory with clearly defined signing locations (for example, signature, date fields).

See Creating a Communication Distribution ESignature Configuration for more details.

Communication

Communication orchestrates the entire communication workflow, initiating the ESignature requests based on business parameters. It calls the Communication Storage configuration, which generates the PDF document and the metadata that includes the recipient details, signature placeholder and relevant data elements (such as, signer name, email, signing order and more). The Communication Distribution ESignature configuration executes configured processes to route the document for ESignature through DocuSign supplier service.

See Creating a Communication Configuration for more details.

Example:

Your organization requires signed loan agreements from customers, which must be electronically signed. Each document contains multiple signature fields, including signatures, dates, and approvals. This process needs to be securely handled.

Let us see how Communication Cloud Service helps you with this scenario:

You need to perform the following configurations:
  1. Communication Storage

    Configure the Communication Storage to generate PDF documents with embedded signature markersand also the metadata that includes the recipient details required by DocuSign.

  2. DocuSign ESignature

    Configure the integration with DocuSign, including supplier service and authentication metadata, to send PDF documents for signing and track their status of the signing ceremony initiation.

  3. Communication Distribution ESignature

    Configure the distribution configuration to manage ESignature workflow, including routing of the PDF document generated by Communication Storage, and embed it with signature markers.

Execution Flow

When a request is received from your organization for an ESignature, Communication initiates the process and calls the Communication Storage, followed by Communication Distribution ESignature configuration.

DocuSign ESignature configuration fetches the PDF document with embedded signature markers, and routes the document to DocuSign for the signing process initiation.

DocuSign notifies Communication configuration upon completion of delivering the email to the recipient for signing ceremony.