Docusign Integration Instructions

REQUIREMENTS

  • Corporate plan with DocuSign with the expected number of envelopes.
  • Non-corporate plans do not have access to the API.
  • Non-profit pricing is available.
  • Connect Feature enabled on DocuSign account. 
  • Developer access to create and edit API keys and webhook Connect settings.


RECOMMENDATIONS

  • Keep multiple documents in a single envelope to reduce the total cost.

ACCESS DOCUSIGN DEVELOPER ACCOUNT

  • Login into your Corporate DocuSign developer account.

CREATE INTEGRATION KEY 

  • Navigate to the Apps and Keys section from the left-side menu.

  • Create a new Integration Key by clicking on the ADD APP AND INTEGRATION KEY.

  • Give a name to your integration key (For example: your website/organization name) and click on CREATE APP.

  • On the new page that opened, make the following configurations:

    • Copy the Integration Key into a temporary notepad.
    • Under Authentication > User Application section check the Implicit Grant option.
    • Under Authentication > Service Integration section click on GENERATE RSA. This will open a popup window. Copy the Public key and Private Key into a temporary notepad. After you copied both keys, you can close the RSA popup window.
    • Under “Additional Settings” click on the ADD URI button and enter your Sitestacker installation top-level domain followed by /Docusign/callback. (Example: https://your-organization.com/docusign/callback)
    • This information can also be found by going to / admin in your SS installation > Settings > select the Docusign integration
    • Save the Integration Key by clicking on the SAVE button at the bottom of the page.

GET ACCOUNT INFORMATION

  • From the Apps and Keys page copy the following values into a notepad:

    • User ID

    • API Account ID

    • Account Base URI

DEVELOPER ACCOUNT CREATE A CONNECTION CONFIGURATION

  • Navigate to the Connect section from the left-side menu

  • Create a new configuration by clicking on the ADD CONFIGURATION button and then the Custom button.

  • On the new page that just opened, make the following configurations:

    • In the Status field, select the Active Connection option.

    • Give a name to the new configuration (For example: your website/organization name)

    • In the URL to Publish field, enter your Sitestacker installation top-level domain followed by /Docusign/webhook (Example: https://your-organization.com/docusign/webhook).

    • Check the Enable Log (maximum 100) checkbox.

    • Uncheck the Require Acknowledgement checkbox.

    • For the Data Format field, select the REST v2.1 option.

    • For the Event Message Delivery Mode, select the Send Individual Messages (SIM) option.

    • Expand the Envelope and Recipients section and check the following options: Envelope Sent, Envelope Delivered, Envelope Signed/Completed, Envelope Declined, and Envelope Voided.

    • Expand the Include Data section and check all the checkboxes.

    • Leave everything else as it is and save the connection configuration by clicking on the ADD CONFIGURATION button at the bottom of the page.


CONFIGURE IN SITESTACKER

  • Open your Sitestacker installation admin side and open the Settings component by clicking on the Settings icon.

  • In the Integration dropdown, select the DocuSign option.

  • Fill up all the fields with the values that you copied in the notepad document.

  • If your integration key is not yet LIVE, check the Is Sandbox option.

  • Click on the Obtain DocuSign authorization button. If everything worked, you should get a message saying that DocuSign was successfully authorized.

  • Click on the Save & Close button in the Settings component to save all your configuration.


GO LIVE PROCESS

  • When creating a key in the admindemo.docusign.com, it will ask you to do 20 test calls before pushing to production.

  • Once you are able to send your key to your production site you will need to follow the “Create a connect configuration” instructions one more time to ensure this is on your production site.


IN PRODUCTION ACCOUNT CREATE A CONNECTION CONFIGURATION (client Account)

  • Navigate to the Connect section from the left-side menu.

  • Create a new configuration by clicking on the ADD CONFIGURATION button and then the Custom button.

  • On the new page that just opened, make the following configurations:

    • In the Status field, select the Active Connection option.

    • Give a name to the new configuration (Example: your website/organization name).

    • In the URL to Publish field, enter your Sitestacker installation top-level domain followed by /Docusign/webhook (Example: https://your-organization.com/docusign/webhook).

    • Check the Enable Log (maximum 100) checkbox.

    • Uncheck the Require Acknowledgement checkbox.

    • For the Data Format field, select the REST v2.1 option.

    • For the Event Message Delivery Mode, select the Send Individual Messages (SIM) option.

    • Expand the Envelope and Recipients section and check the following options: Envelope Sent, Envelope Delivered, Envelope Signed/Completed, Envelope Declined, and Envelope Voided.

    • Expand the Include Data section and check all the checkboxes.

    • Leave everything else as it is and save the connection configuration by clicking on the ADD CONFIGURATION button at the bottom of the page.


TEST LIVE CONNECTION AND CONFIGURE ENVELOPES

  • Add Docusign tasks and select envelopes for signing.

  • Test task flow and confirm envelopes are being sent and received once signed.


Modified on Mon, 18 Sep, 2023 at 1:14 PM

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