How do I enable DocuSign electronic signatures in my site?

Configuring electronic signature with DocuSign involves the following steps:

1. Obtain a DocuSign account. Contact your Customer Engagement Executive (CEE) or Account Executive (AE) to initiate the process of getting a DocuSign account set up for your organization. There are fees associated with electronic signature provider services. Your organization will get an administrator account with DocuSign. You are responsible for configuring and managing this account. Users with access to the administrator account can see documents submitted for signing. DocuSign administrators will be responsible for managing all sub users in the DocuSign account.

2. Configure end user accounts. To submit a document to DocuSign, the task owner must have a DocuSign user account associated with your company’s administrator account (API Account ID). The sub user accounts cannot be automatically created from Ariba. An administrator will need to maintain all sub user accounts in DocuSign. The accounts must be registered to the same email account configured for the task owner in the corresponding Ariba site. The email address is case sensitive. It must match exactly.

Additional Notes on accounts:

• If a user is not properly configured in the DocuSign account connected to an Ariba site, they will get an error stating they do not exist, do not have permissions, or cannot be found. If they have an account in a DocuSign account that is not associated to the API Account ID in Ariba Signature Providers, they will see the same error as an individual who doesn't have an account at all.
• Document signers do not need to be set up a DocuSign accounts document signers. If a signer does not have a DocuSign account, DocuSign sends an email to the signer that includes a link that enables the signer to sign the document and optionally create an account.

3. Enable OAuth for DocuSign. The default system configuration uses a username and password authentication method that is being retired May 20, 2022. All customers must cutover from the system default to OAuth integration before then. We advise all new implementation start with the OAuth configuration.

• A system administrator can enable OAuth functionality by setting Application.ACM.Signature.DocuSignREST.OAuth.Enabled to Yes in Intelligent Configuration Manager.
• The parameter Application.ACM.Signature.DocuSignREST.Enabled must also remain enabled.

4. Enable DocuSign on the SAP Ariba Signature Providers page.

• Go to Manage > Administration > Project Manager > Signature Providers
• Enter API Account ID. For information on how to find the API Account ID see How do I find my API Account ID required for DocuSign enablement?
• Select the box Demo Account if the account is a DocuSign demo type account
• Click Grant Consent
• Enter your DocuSign user ID and password and accept permission for SAP Ariba access

5. Set up Document Signers. Add any user who will need to sign a document to the Document Signer global site group.

• Go to Manage > Administration or Core Administration > User Manager > Groups
• Query Document Signer
• Click Actions > Edit
• Go to the Users tab > click Add/Remove
• Select any internal users who will need to sign documents > click Done > click Save

Additional Note: If you have an external users who need to sign a document you can create a new contact in the task or select from the existing active business contacts in your site. Business Contacts are stored and managed via Manage > Administration > User Manager > Business Contacts.

To know more about Esignature Integration, functionality and feature you can check the Customer Self-Service Video.

In step 3 when you enter in your DocuSign account credentials, site parameters are automatically updated with this information. There is no need for Ariba Support to manually input your DocuSign account credentials into the system.

For more information about Intelligent Configuration Manager see Intelligent Configuration Manager overview. Intelligent Configuration Manager (ICM) parameters must be edited in the test environment then sent to production. If you are viewing ICM in production parameters will be view only.

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