Is there an OOTB integration with DocuSign for IDM?
Hello Jeffrey - Yes there is an OOTB integration with DocuSign, for CloudSuite IDM. Below is the documentation link for getting that setup. You will find the integration is mostly a manual process, by the end user, but you could add DocuSign API's to ION API Gateway and use ION Desk Flow to "automate" a process.
docs.infor.com/.../default.html
Hi Jeffrey,
There's also some resources available on the Infor Marketplace for free - https://marketplace.infor.com/en-US/apps/406418/digital-signature-with-infor-m3-idm-and-docusignIt's focused on M3 - IDM - DocuSign, but even if you're not using M3, there is likely some benefit in reading how the IDM - DocuSign integration is performed in the Example Configuration.Hopefully that helps some
Thank you - thought I had searched the docs for DocuSign, but did not see this section.
Wanted to test this out, so I added myself the IDM-SignatureUser security role, but no "Document Signature" page is enabled in IDM's Control Center. Am I missing something?
Hello Stefan - The 'Enable Document Signature' is available per Document Type. Open the Administration > Document Types page and you will see it. Once enabled you will see a Signature button on Documents, under that Document Type.
Thanks for following up Brandon but I'm not seeing anything under admin->doc types related to signatures. Could very well be a bug (e.g. something didn't get enabled on my user account when adding the role) or I'm missing something obvious! Can you post a screen shot from the admin side where you're seeing the enablement option? Thanks.
