DocuSign Integration

[Version 1.0]

• Upgrade Safe.
• Browse and send a document from the local system
• Get DocuSign templates in SuiteCRM through the scheduler.
• Send SuiteCRM PDF templates
• DocuSign field mapping configuration allows mapping the DS template fields to the CRM module fields
• Synchronize bi-directional fields, Sync from CRM to DocuSign and DocuSign to CRM
• Signed document gets saved as a Notes Attachment in CRM which is related to the document envelope.

[Version 1.1]

• Bug fix: Docusign production URL issue.

[Version 1.2]

• Bug fix: Scheduler updates the docusign documents even when the status was not changed.
• Bug fix: mark_deleted created multiple files in upload/deleted folder

[Version 1.3]

• Bug fix: When external file selected at that time not validated for signer email.

[Version 1.4]

• Bug fix: Even when DocuSign template is selected it gives validation error for upload external file.

[Version 1.5]

• Enhancement: Synchronize DocuSign templates and update the list in CRM from admin section.

[Version 1.6]

• Enhancement: Code fix.
• Enhancement: Download signed documents from the DocuSign subpanel itself.

[Version 1.7]

• Enhancement: Enable DocuSign webhook to update the status of and document in CRM as and when the Document is Signed or status changes.

[Version 1.8]

• Enhancement: When sending a PDF template from CRM to Docusign for signature, you can now capture the Initials, Signature of Assigned User, Signature of Current User.
• Adding variables in the PDF template for the Assigned user and Current user will let the document first be signed by them and then gets sent for signature to the customer.

[Version 1.9]

• Bug Fix: DocuSign webhook works only if the CRM hosted is on HTTPS.

[Version 2.0]

• Bug Fix: While sending DocuSign Template checking if the CRM hosted is on HTTPS or not. Because webhook works only on HTTPS.

[Version 3.0]

• Enhancement: Upgrading the integration to support oAuth 2.0 protocol with docusign library version 2.1

[Version 3.1]

• Bug Fix: Resolved the error fetching DocuSign templates when the template has a dropdown field.
• Enhancement: Support for DocuSign Dropdown on templates now available, and can be used in fields mapping.

[Version 3.2]

• Bug Fix: Changed required for PDF generation for SuiteCRM 7.12.X.

[Version 3.3]

• Bug Fix: Bug Fix: Prepopulate the Roles and email address from the email template.

[Version 3.4]

• Bug Fix: Access Token date expiry MSSQL issue.