Hi all,
A client is looking to be able to embedd docusign part 11 into Acumatica. Its needed for sign offs. Instead of sending out a document for signature, they want to be to sign in the acumatica instance and keep it there for records.
Has anyone been able to embedd docusign part 11 into acumatica?
Best answer by KrunalDoshi
Hi
Thanks for uploading the screenshots, that was helpful. I believe that this is feasible, but there are two separate requirements to validate:
- Embedded signing: The signer completes the signing process inside the Acumatica application, without being redirected to a separate DocuSign signing workflow.
- 21 CFR Part 11 compliance: The electronic signature process meets the client's regulatory requirements for identity verification, signature attribution, audit trails, record integrity, and signature meaning.
You would need custom action on the Acumatica screen, authenticate securely, create the envelop and request the embedded signing URL, save the completed signed PDF and relevant evidence in Acumatica Files/Notes.
Reference Links
The following resources may be helpful for further investigation:
Make sure you confirm the account is enabled for CFR Part 11 embedded signing, the required OAuth grant is approved, and the API supports the required signer authentication, access code and signature reason. Obtain a working sandbox example for the client's account.
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