Extension app use cases

You can use extension apps to simplify tasks during document preparation, signing, and post-signing. Some examples of extension app use cases include:

• Verifying bank account information in a financial agreement
• Address verification
• Recording data to your system of record
• Reading data from your proprietary system

Example data verification use case

1. A developer builds a data verification extension app.

2. The developer submits their extension app for review with Docusign.

3. The developer publishes their extension app to the Docusign App Center, either as a public or private extension app.

4. If it was built as a public extension app, a customer admin, looking for an app that can improve their organization’s processes, finds the app and installs it. If the app is private, only the owners of the accounts selected by the extension app developer can find and install it.

5. The extension app’s Connection is configured to connect to the external platform that performs the data verification (for example, a bank account or email address verification service).

6. A customer process builder uses the Workflow Builder API or Workflow Designer to create a workflow. This workflow includes:

   1. A document that includes data verification fields that are connected to a data verification extension app
   2. An envelope signing step

7. Whenever that customer’s users sign that envelope as part of the Workflow Builder workflow, the extension app will be executed during the signing process. The extension app will validate the user’s entered information, such as a bank account number or email address, through the external platform. If the verification is successful, the signing continues. If not, the user is prompted to update the information.

Next steps

• Learn more about How extension apps work.
• See an Example extension app use cases.
• Learn more about how to Build an extension app.