How You Configure Electronic Signature for Purchasing Documents

Before your organization can use electronic signature functionality for purchasing documents, you must enable the feature and perform some setup steps. After the setup is complete, authorized users in your organization can use the electronic signature functionality with purchase agreements, purchase orders and change orders.

To set up electronic signature for purchasing documents, you must complete following tasks:

• Obtain a license from and register with the supported third-party electronic signature service provider.

• Enable the feature in the Procurement offering.

• Set up the Manage Electronic Signature page.

How You Register with a Service Provider

Your organization must first obtain a license directly from DocuSign, the supported third-party electronic signature service provider. After the license is obtained, you must set up an account for your organization on the DocuSign web site. You must add individual users in your organization as members to the account. These are users, such as buyers, who require the ability to send purchasing documents for electronic signature.

Note: The buyer's email address registered on the DocuSign website must match the email address provided for the user in the Security Console.

How You Enable the Feature

Enable the electronic signature for purchasing documents feature signed in as a Procurement Application Administrator. In the Offerings area, enable the Enable Electronic Signature for Procurement Documents feature:

• Offering: Procurement

• Functional Area: Procurement Contracts

Note: When you enable the feature, the Require Signature option is available to users on the create order, agreement and change order pages.

DocuSign OAuth 2.0 Authentication

Signing purchasing documents with OAuth 2.0 authentication provides better security and reduces the compliance risks associated with liability and privacy law. OAuth 2.0 grants a token of access to service integrations. Service integrations for DocuSign connect directly to a DocuSign account and don't require authentication for each user, instead they obtain permission to impersonate (act as) a particular user over the long term. To do so, buyers must grant one-time consent for the authentication application to prepare and manage envelopes on their behalf.

For signing documents using OAuth 2.0 authentication, you can use your existing DocuSign account after the necessary setup in the Manage Electronic Signature page is performed.

Note: To use the username and password-based authentication, set the OKC_DOCUSIGN_OAUTH_DISABLED profile option to yes.

How You Set Up the Manage Electronic Signature Page for OAuth 2.0 Authentication

While signed in as Procurement Application Administrator, in the Setup and Maintenance work area, use the Configure Electronic Signature for Procurement Documents task in the Procurement Contracts functional area to set up electronic signature for purchasing documents.

Here's what you have to do:

1. Enter User ID, Endpoint URL, and OAuth URL information for your organization from the setup on the DocuSign web site.
   Note: The User ID is the globally unique identifier for the DocuSign administrator. Within the DocuSign website, in the Apps and Keys section, you can find the User ID, API Account ID, and Account Base URI (Endpoint URL). An OAuth URL is a location where DocuSign's OAuth authentication server is deployed.
2. Use the Validate action to provide one-time user consent to use DocuSign integration. You will be prompted to log into the DocuSign administrator account.
3. Click the Allow Access button to grant consent. You'll see a message confirming the link between Oracle Enterprise Contracts and DocuSign.
4. Validate again to save the changes.