Docusign to Pramata Integration Setup

Overview

This guide provides step-by-step instructions for setting up and configuring the integration between Docusign and Pramata. When properly configured, this integration enables automatic document transfer from Docusign to Pramata upon completion of the signing process.

Prerequisites

Required Setup

• Administrator access to both Pramata and Docusign.
• Active sessions in Pramata and Docusign (open in separate browser tabs for a smoother setup process).
• Docusign ‘Connect' feature is enabled on your account. Contact Docusign support to enable this feature if you cannot see the 'Connect’ option on your Docusign Admin page.

Refer to the image below for guidance

Optional Setup (for Associated Users/Groups Filtering)

The integration can be configured to only process documents from specific Docusign users or groups. If you plan to use this filtering option:

• Use existing Docusign groups or work with your Docusign Administrator to create new groups for users who need to send documents to Pramata.
• For guidance on group creation, refer Docusign Groups Configuration Guide.

Before proceeding, ensure you have completed all the above prerequisites and have both platforms open in separate browser tabs for a smoother setup process.

Step 1: Obtaining Pramata Credentials & Configuring Docusign Connect

1. Obtain Pramata Credentials

1. Open Pramata and go to Admin Console → Integrations Hub → eSignature Integration for New / Ongoing Documents, and locate the Docusign card.
2. Click Configure, and complete all Prerequisite steps using the provided link. Once finished, click the Continue with Setup button.
   
3. A pop-up window displays the Configuration Guide. Copy the following Pramata Credentials and store them securely.
   1. URL to Publish
   2. User Name
   3. Password
      

2. Configure Docusign Connect

Under Configure Docusign Connect, click the View Configuration Steps link. Navigate to Docusign and follow these steps to set up the integration connection:

1. Open Docusign and from the top panel, click Admin.

2. In the left navigation pane, under the INTEGRATIONS section, click Connect.

3. In the Connect screen, click the Add Configuration button and select Custom from the drop-down list. 

4. In the Add Custom Configuration screen, do the following steps:

   1. In the Listener Settings section:

      • Select Status as Active Connection.

      • Name: Pramata

      • URL to Publish: Paste the URL to Publish from step 1.3.

      • Enable the following options:

        • Enable Log (maximum 100)

        • Require Acknowledgment
          

   2. In the Event Settings section, do the following steps:

      • From the Data Format drop-down list, select Legacy.

      • From the Trigger Events section, in the Envelope and Recipients > Envelopes Events option, select only “Envelope Signed/Completed”.
        

      • In the Include Data section, enable the following options  

        • Document PDFs

        • Time Zone Information

        • Sender Account as Custom Field

        • Document Fields
          

   3. In the Associated Users/Groups section, select which users or groups have permission to send envelopes to Pramata. Refer to the Envelope Filtering Options section for detailed filtering options.

   4. In the Integrations and Security Settings section, select Include Basic Authentication Header, and type the values provided by Pramata.

      • User Name - Paste User Name from step 1.3.

      • Password - Paste Password from step 1.3.

      • Click the Add Configuration button. 
        

   5. Return to Pramata and click the I've Completed Basic Steps button.  

Step 2: Envelope Filtering Options

Select your preferred filtering method by choosing the appropriate checkboxes and complete the setup.

• Option 1: Automatic Processing: Leave both the filtering checkboxes unchecked, to send all Docusign envelopes automatically to Pramata.
• Option 2: User/Group Filtering: Select only the User/Group Filtering check box, to control envelope submission based on sender identity.
• Option 3: Custom Field Filtering: Select only the Custom Field Filtering check box, to enable envelope-by-envelope control using a custom field.
• Option 4: Combined Filtering: Select both the filtering checkboxes to combine both User/Group and Custom Field filtering for maximum control.

Filter by Associated Users/Groups

This method allows you to define which users or groups can send envelopes to Pramata. Follow these steps:

1. Open Docusign and from the top panel, click Admin.
2. In the left navigation pane, under the INTEGRATIONS section, click Connect.
3. Locate Pramata in the Connect integrations list, click the Actions dropdown button, and select Edit. (If Pramata isn't listed, follow the configuration steps here)
   
4. In the Custom Configuration settings screen, locate the Associated Users/Groups section and select any one of the options below:
   • All users (including new users): Sends envelopes to Pramata from all current and future users on your account.
   • Select Users/groups to include: Only sends envelopes from selected users/groups to Pramata, excluding all others.
   • Select Users/groups to exclude: Blocks selected users/groups from sending envelopes to Pramata, while allowing all others.
     
5. Click the Save Configuration button.

Enable Envelope-by-Envelope Filtering via a Custom Field

Create a Custom Envelope Field "SendToPramata" in Docusign to control which individual envelopes are processed.

Steps to Add the SendToPramata Custom Field:

1. Open Docusign and from the top panel, click Admin.

2. In the left navigation pane, under the SIGNING AND SENDING section, click Envelope Custom Fields.

3. Click the Add Field button.

4. In the Add a New Envelope Custom Field pop-up screen, do the following steps

   1. In the Field Name box, type SendToPramata.

   2. Select the check box, “Show field to envelope creators”.

   3. In the Field Type drop down list, select "List".

   4. In the List of values (semicolon separated) box, type Yes;No

   5. Click the Add button.

Once configured, when creating envelopes, users will see a SendToPramata dropdown field. Select 'Yes' to send the envelope to Pramata, or 'No' to exclude it - allowing case-by-case control over which envelopes are processed.

When you have completed the filtering setup, return to Pramata and click the Continue button.

 

 

Step 3: Verification and Integration Testing

Follow the verification and integration testing steps below.

1. Create and Send Test Envelope

1. Open Docusign, and navigate to Home.
2. Select START > Envelopes > Send an Envelope.
   
3. Select UPLOAD to upload a document from your computer. Locate the document you want to upload and select Open. You can also drag and drop files into the field.
   
4. Add a recipient by entering their Name and delivery information.
5. To add more recipients, select the ADD RECIPIENT button. 
   Note: If you need to sign the document yourself, add yourself as a recipient.
   
6. Choose the next step, based on the filtering options selected in Step 2.
   • For Automatic Processing (no check boxes selected): Click Send Now to proceed.
   • User / Group Filtering: Click Send Now to proceed.
     
   • Custom Field Filtering: In the Add envelope custom fields section, set the SentToPramata field to Yes and click Send Now to proceed.
     
   • For Combined Filtering (both check boxes selected): In the Add envelope custom fields section, set SentToPramata field to Yes and click Send Now to proceed.

Note: Recipients will receive an email to sign the document.

2. Confirm Integration Success

Docusign Verification

1. Navigate to Agreements, click the Sent option to view your sent documents. 
   Locate your test envelope and verify if it’s status shows Completed.
   
2. Navigate to Admin > INTEGRATIONS > Connect.
3. On the Connect page, select the Logs tab and look for your test envelope in the logs
4. Verify successful transmission by checking:
   • Log Details should match the ‘Integration URL’.
     
   • The response should be "OK"
   • The status should show "200 OK"
     

When you have completed the testing, return to Pramata and click the Done button.

Pramata Verification

Immediate Verification

1. After sending your test envelope, wait approximately 5 minutes to allow Pramata to process the document
2. Navigate to Admin Console > Integrations Hub.
3. Docusign card should show "Connected" status.
   

Document Transfer Verification

1. Navigate to Admin Console > Document Management.
2. Filter view by "Intake Source: Docusign".
3. Locate your test document.
4. The status should show "Digitization Not Started".
5. Verify document details match the test envelope.
   

Envelope Custom Field for Metadata (Optional)

Important: Before proceeding with custom field setup, contact your Pramata Customer Success Manager. They will help determine which custom fields are appropriate for your use case and ensure proper mapping of these fields in the Pramata system.

Envelope Custom Fields allow you to add custom metadata to your envelopes. When properly configured, Pramata will use these fields to capture and process additional document metadata during intake. This information can be used to filter and identify relevant documents during the intake process.

Adding Other Custom Fields

1. Login to your Docusign account and from the top panel, click Admin.

2. In the left navigation pane, under the SIGNING AND SENDING section, click Envelope Custom Fields.

3. Click the Add Field button.
4. In the Add a New Envelope Custom Field pop-up:
   1. Enter a Field Name (required).
   2. Select the check box, "Show field to envelope creators".
   3. Select the desired Field Type ("Text" or "List").
   4. If 'List' type, enter the values separated by semicolons (e.g. Value1;Value2;Value3).
   5. Click ADD.
5. Once added, provide the new custom field details to Pramata for internal mapping of the values.

FAQ

Q: Can a single instance of Pramata be setup to multiple Docusign instances to receive documents?

A: Yes, it is possible.  You need to setup the Docusign Connect service in each Docusign account to point to the same Pramata instance.

 

Q: What is the maximum file upload size through Docusign integration?

A: 25 MB