Olsen Consulting - Docusign Integration

Author:  Eric Vasbinder 

Support Status:  Supported

Integration Method:  Client Side Integration Trigger and ODBC connection to Vista Database

Connection Method:  Direct connection to local Vista client AND either IPSEC VPN or TLS Database Endpoint (TLS VPN)

Hosted:  NO

Additional Charge:  NO

Product Use Case:

Creation of document signing requests from Vista client through Docusign.

Similar Products:

N/A

ERP Connection Overview: 

This client-side solution is used to create DocuSign document signing requests from the local Vista rich client. 

Deployment Methodology:

This tool is installed on the local workstation of each user that will be making use of this integration to DocuSign.  An IPSEC VPN or TLS Database Endpoint (TLS VPN) is required for the integration to communicate directly to the Vista database.  No hosting of this tool directly in the Viewpoint cloud is needed or supported.  CLIENT SIDE - CUSTOMER INSTALLED ONLY.

Detailed Instructions:

• 1. Customer:  Work with Olsen Consulting to map out the scope and requirements of the Docusign integration.  

  2. Olsen Consulting:  collaborate with customer to determine and obtain necessary documentation, etc.

  3. Customer:  install and configure the integration on each local workstation that will be using the integration. 

tl;dr:   This client-side integration is installed on each local workstation that will be using the DocuSign integration.  This integration is triggered from the Vista local client.  An IPSEC VPN or TLS Database Endpoint (TLS VPN) is needed for the integration to speak to the Vista database.  No hosting in the Vista cloud is needed.