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Implement Document Visibility in DocuSign package using Pega DocuSign component
Hi
Our application has DocuSign implemented by using Pega OOTB DocuSign component. Now, we have a new requirement to setup documents visibility based on user profile. For example, I have 2 users to whom I send an envelope with 6 documents in it. As of today, both the users are able to view all 6 documents, but the future use case is User 1 should be able to view all 6 documents and User 2 should be able to view only 4 documents out of the 6 documents envelope sent.
Can anyone let me know if we can implement this from the existing DocuSign component which we have integrated with Pega?
***Edited by Moderator Rupashree S. to add Capability tags***
Posted: 1 year ago
MOD
Pegasystems Inc.
GB
@HemaA998
To implement document visibility based on user profiles using the existing DocuSign component integrated with Pega, you will need to configure the DocuSign API to control document access. The DocuSign API allows for advanced configurations, including setting up document visibility for different recipients. You can configure the API version of DocuSign (v2.1 as default setting) to manage such requirements. This setup can be done by creating specific roles and assigning documents to these roles, ensuring that only the intended recipients can view certain documents. For more detailed steps, you can refer to the Pega documentation on integrating and configuring DocuSign with Pega Platform.
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Integrating DocuSign with Pega Platform
Configuring DocuSign
DocuSign Integration