As a Sender, I want to be able to download the document from any envelope, regardless of the status, so that I can refer to it at my own convenience

• Type: Story
• Status: Closed
• Priority: Minor
• Resolution: Completed
• Affects Version/s: None
• Fix Version/s: 7.4.2 CE GA3, Master
• Component/s: DocuSign, Solutions
• Labels:
  • qa_test_mapped
  • qa_validated
• Epic Link: DocuSign integration

Context:

Based on feedback from sales engineers, sales and GS client engagements, there is a business need to integrate with digital signature tools.  Research concluded that DocuSign was the the most commonly used digital signature provider. 

Solutions COE aims at providing a way for customers to easily integrate with DocuSign using Liferay.  What started off as a POC from GS has turned into a greater need to add this to a Solutions Library, where GS can utilize the integration with clients and Liferay Product Management can consider adding this implementation to their product roadmap.  

Design deliverable

Figma Mockups

Acceptance Criteria:

1. When the Sender views the list of envelopes, the Sender should see an option to download the envelope document(s).
   
2. When the Sender clicks to view the envelope details, the Sender should see an option to download the envelope document(s).
   
3. When the Sender clicks to download the envelope document(s) from the list view or envelope details view, a call should be made to the provider to fetch the document(s) for download/view/print.
   1. If the document(s) is not signed or was voided by the recipient(s), the downloaded files should include:
      1. The unsigned document(s).
      2. DocuSign summary
   2. If the document(s) is partially signed (meaning not all recipients have signed yet), the downloaded files should include:
      1. The partially signed document(s) with an “In Process” watermark 
      2. DocuSign summary
   3. If the document(s) is fully signed, the downloaded files should include:
      1. The completed signed document(s)
      2. DocuSign summary
   4. If the download fails, display an error message, “There was an error in processing your request. Please try again later.”
      

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Definition of Done (DoD):

• All Acceptance Criteria were passed;
• Make sure that the expected automated tests were created (unit / integration / functional) and passed successfully;
• Code with peer review completed;
• Validated by QA, Product Designer and/or PM;
• No critical bug related to Story scope (ex.: similar of FP4, FP5);
• Make sure that all system documentation were updated (if necessary)
•  Make sure that it has the extensions points needed to allow GS and customers to customize the feature (If applicable)