Knowledge Hub1. Agree inputs before writing code
Prepare a representative case, identify the source application, participants and result destination. Clarify whether documents use templates or uploads, who approves before signing and when content may change.
Obtain the specification for the correct service and version, a test environment, the issued authentication method and support contacts. Do not infer endpoints from product names or apply one RSS specification to every module.
2. Define the integration contract
Agree identities for the case, request and attempt; status retrieval; input constraints; and document delivery. Confirm any callback or status-query mechanism in the actual specification.
Create a field mapping with required values, validation and ownership. A business application may own a case identifier while the service returns a separate transaction identifier. Link them for traceability.
3. Connect the signer journey
Show the participant, document or version and required action. When moving to a phone or another application, explain how to return and check the outcome.
Messages should distinguish waiting, cancellation, an inactive request and completion. These are business concepts for discovery; exact state names belong to the service API.
4. Test complete and interrupted journeys
Test from case creation to receipt of the result in the source application. Check viewing and download rights, document version, signature results using the selected validation tool and request traceability.
Test cancellation, expiry, disconnection, resubmission and duplicate notifications. Record expected outcomes, retained data and recovery actions. Retry automatically only when the operation effects are understood.
5. Accept and hand over
The acceptance pack should include scenarios, results, software versions and the applicable specification. Operations needs support contacts, case-to-transaction lookup and incident procedures.
Keep secrets out of logs, screenshots and shared examples. Agree retention and log access under project policy. Reassess affected journeys after each upgrade.