OAuth-DocuSign

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Objective

Create a web application that integrates OAuth with DocuSign to enable the user to perform the below actions:

• Get template details
• Create and send an envelope to recipients email using a template

Procedure

Setting up DocuSign Account

• A DocuSign developer account is created.
• Upon Logging-In, under the “My Apps & Keys” section, a new App is created.
• This app, titled “PG-App-T1” will be our main application.
• In an .env file, save the Integration Key
• Generate RSA Keypair and save the public and private keys in a secure location as they are only showed once.
• In the redirect URIs section, whitelist the URI that will be used for this project. In our case this is ‘localhost:8000/start’

Local Setup

• Initially, the below files are created:

  • get_auth.html
    • This is the landing page and will allow user to authorize.
    • Upon authorization user will be redirected to the functionalities webpage.
  • index.js
  • public/css/style.css
  • get_template.html
    • Allows user to input the template id they wish to send
  • get_envelope.html
    • Allows user to input the name and email of the recipient
  • file_send.html
    • Shows success message after envelop is sent.
    • Also, allow user to go back to change template and recipient information

• Download the required dependencies and set up the package.json file, adding in “server”: “nodemon index.js” in the scripts sections.

• Settup server on port 8000

• more to be added

Demonstration

pg_demo_screenrecord.mp4