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Integration · October 25, 2022

Required to Use DocuSign? Make Life Easier!

A compliance mandate doesn't have to mean more staff. Here's how McKula built embedded DocuSign signing directly into a client's existing application.

The Challenge

An existing McKula client received a new requirement from PennDot (Pennsylvania Department of Transportation): all project submissions and payment authorizations had to go through DocuSign. This was non-negotiable — it was a compliance mandate from a government agency they depended on for work.

The problem wasn't the requirement itself. It was the operational reality of fulfilling it manually. Processing documents outside their existing application meant additional staff — and at a time of labor scarcity and tightening margins, that wasn't an acceptable answer.

The Solution

McKula developed a DocuSign integration that connected directly with the client's existing Angular 14 and .NET 6 application. Users could complete the entire signing workflow without ever leaving the browser environment they already worked in.

Authentication Approach

The team selected Authorization Code Grant authentication via the DocuSign NuGet package. This method was chosen for three reasons: ease of implementation, security, and the ability to support embedded signing.

The alternative — JWT grant authentication using a service account — would have handled the authentication differently but was less suitable for a user-facing embedded workflow. Authorization Code Grant allows users to authenticate through DocuSign's own login system, grant the application consent, and receive the tokens needed for programmatic envelope creation.

How the Workflow Works

  • Users authenticate through DocuSign's authorization flow from within the application
  • The application creates a signing envelope based on PennDot's required template
  • DocuSign APIs populate the template fields automatically from the client's existing database records
  • Users complete embedded signing — the entire process stays within the browser, no context switching

The Result

The integration eliminated the need for additional staffing while maintaining full compliance with PennDot's requirements. Labor costs were protected, reporting accuracy improved, and project submissions became a streamlined part of the existing workflow rather than a separate manual burden.

The broader lesson here applies to any mandated third-party tool: if you're required to use a platform, the question isn't whether to use it — it's whether your software talks to it directly, or your staff becomes the connector. Building the integration is almost always the better investment.

A compliance requirement doesn't have to slow you down.

We build the integrations that keep your workflow intact. Start with a discovery call.

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