Integrating a document signature system with an account management system
The present disclosure relates to systems, non-transitory computer-readable media, and methods for integrating a document signature system with an account management system. In particular, in one or more embodiments, the disclosed systems activate a digital document template for integration with the account management system, receive interaction data by a client device with a digital document, and send the interaction data or the digital document to the account management system.
1 . A computer-implemented method comprising:
receiving, via a document signature system, an indication to activate a digital document template for integration with an account management system;
requesting an application programming interface key to integrate the digital document template with the account management system;
receiving, by the document signature system, one or more client device interactions with a digital document managed by the document signature system;
determining whether the digital document corresponds to the digital document template;
generating, based on the one or more client device interactions with the digital document received from the document signature system, a signature profile for a recipient email address corresponding to the digital document template within the account management system;
communicating, by the document signature system and with the account management system using the application programming interface key, to determine whether the account management system comprises a user account corresponding with a user identifier associated with the digital document; and
based on a determination that the digital document corresponds to the digital document template and that the account management system comprises the user account corresponding with the user identifier associated with the digital document, sending, by the document signature system to the account management system, document interaction data indicating a signature completion status of the digital document.
2 . The computer-implemented method of claim 1 , further comprising generating the signature profile for the recipient email address corresponding to the digital document template within the account management system based on the indication to activate the digital document template.
3 . The computer-implemented method of claim 2 , further comprising verifying, based on receiving one or more client device interactions associated with the recipient email address via the document signature system, that the one or more client device interactions correspond to the signature profile for the recipient email address corresponding to the digital document template.
4 . The computer-implemented method of claim 3 , further comprising updating, in response to verifying the one or more client device interactions, a status of the signature profile within the account management system to reflect the one or more client device interactions.
5 . The computer-implemented method of claim 1 , further comprising providing, by the document signature system, a notification to the account management system, the notification indicating that the user account has opened the digital document.
6 . The computer-implemented method of claim 1 , further comprising providing, by the document signature system, a notification to the account management system, the notification indicating that the digital document is unsigned.
7 . The computer-implemented method of claim 1 , further comprising:
determining that the digital document is unsigned; and
sending, via the document signature system, an event prevention communication to the account management system indicating that a communication event should be blocked.
8 . The computer-implemented method of claim 1 , further comprising providing, to the account management system, the digital document.
9 . The computer-implemented method of claim 1 , further comprising communicating, by the document signature system, with the account management system to determine whether the account management system comprises a second user account corresponding with a second user identifier associated with the digital document.
10 . A non-transitory computer-readable storage medium comprising instructions that, when executed by at least one processor, cause a cloud-based document signature system to:
receive an indication to activate a digital document template for integration with an account management system;
request an application programming interface key to integrate the digital document template with the account management system;
receive one or more client device interactions with a digital document managed by the cloud-based document signature system;
determine that the digital document corresponds to the digital document template;
generate, based on the one or more client device interactions with the digital document managed by the cloud-based document signature system, a signature profile for a recipient email address corresponding to the digital document template within the account management system;
determine whether the digital document is signed; and
based on a determination that the digital document corresponds to the digital document template, send, to the account management system using the application programming interface key, document interaction data indicating a signature completion status of the digital document.
11 . The non-transitory computer-readable storage medium of claim 10 , wherein the document interaction data further indicates an opened status for the digital document.
12 . The non-transitory computer-readable storage medium of claim 10 , further comprising instructions that, when executed by the at least one processor, cause the cloud-based document signature system to:
determine that the document interaction data comprises an unsigned status for the digital document; and
send a notification indicating the unsigned status of the digital document.
13 . The non-transitory computer-readable storage medium of claim 10 , further comprising instructions that, when executed by the at least one processor, cause the cloud-based document signature system to:
determine that the digital document is unsigned; and
send, to the account management system, an event prevention communication that prevents a progression of a workflow associated with a user account.
14 . The non-transitory computer-readable storage medium of claim 10 , further comprising instructions that, when executed by the at least one processor, cause the cloud-based document signature system to provide a notification to the account management system, the notification indicating a signature completion status of a distributed document.
15 . A system comprising:
at least one processor; and
at least one non-transitory computer-readable storage medium comprising instructions that, when executed by the at least one processor, cause the system to:
receive an indication to activate a digital document template for integration with an account management system;
request an application programming interface key to integrate the digital document template with the account management system;
receive one or more client device interactions with a digital document managed by a document signature system;
determine whether the digital document corresponds to the digital document template;
generate, based on the one or more client device interactions with the digital document managed by the document signature system, a signature profile for a recipient email address corresponding to the digital document template within the account management system; and
based on a determination that the digital document corresponds to the digital document template, send, to the account management system using the application programming interface key, document interaction data indicating a signature completion status of the digital document.
16 . The system of claim 15 , further comprising instructions that, when executed by the at least one processor, cause the system to generate the signature profile for the recipient email address corresponding to the digital document template within the account management system based on the indication to activate the digital document template.
17 . The system of claim 16 , further comprising instructions that, when executed by the at least one processor, cause the system to verify, based on receiving one or more client device interactions associated with the recipient email address via the document signature system, that the one or more client device interactions correspond to the signature profile for the recipient email address corresponding to the digital document template.
18 . The system of claim 17 , further comprising instructions that, when executed by the at least one processor, cause the system to update, in response to verifying the one or more client device interactions, a status of the signature profile within the account management system to reflect the one or more client device interactions.
19 . The system of claim 15 , further comprising instructions that, when executed by the at least one processor, cause the system to provide, to the account management system, the digital document.
20 . The system of claim 19 , further comprising instructions that, when executed by the at least one processor, cause the system to communicate, by the document signature system, with the account management system to determine whether the account management system comprises a second user account corresponding with a second user identifier associated with the digital document.