Configuring a Content Cortex repository for DocuSign

Before you deploy and use the DocuSign plug-in, make the following changes to the document metadata in Content Cortex.

About this task

Do the following steps in the Administrative Console for Content Engine (ACCE).

Procedure

  1. Create an integer choice list with following settings.
    1. Symbolic Name: DSSignatureStatusChoiceList
    2. Type: Integer
    3. Options.
      1. None: 0
      2. Draft: 1
      3. Sent: 2
      4. Completed: 3
      5. Checkedin: 4
      6. Voided: 5
  2. Create a property definition called DSSignatureStatus with the following settings:
    1. Display Name: Signature Status
    2. Symbolic Name: DSSignatureStatus
    3. Type: Integer

    Associate the DSSignatureStatus property definition with the DSSignatureStatusChoiceList choice list.

  3. Create a property definition called DSEnvelopeID with the following settings:
    1. Display Name: Envelope ID
    2. Display Name Symbolic Name: DSEnvelopeID
    3. Type: String
  4. Add the DSSignatureStatus property definition to the Document class.
  5. Add the DSEnvelopeID property definition to the Document class as a hidden property.
  6. Restart WebSphere.