DocuSign Integration

Objectives

• Setup the integration between LEXZUR  and DocuSign

Steps

In LEXZUR, you can set up the integration between LEXZUR Contracts/ Documents and DocuSign.

Create a DocuSign application

Let's jump straight into creating your developer account in DocuSign.

• Go to https://account-d.docusign.com
• Click on "No account? Sign up for free"
• Activate your account
• Login through https://account-d.docusign.com
• Go to Settings
• Scroll down and click on "Apps and Keys" in the left-side menu
• Click on the button "Add APP & Integration Key"
• Name your App Name then press "Add API Integration Key"
• Click on "ADD secret key"  ( keep the default "Authorization Code Grant" selected)

• Login to your LEXZUR instance, and go to "Setup & Configuration" under "System Preferences" on the Settings page
• Copy your "Integration Key" and paste it into the "DocuSign integration key" under the DocuSign Integration tab
• Copy your "Secret Key" and paste it into "DocuSign integration key's secret" under the DocuSign Integration tab
• Copy this link "https://account-d.docusign.com" and paste it into "Login server" under the DocuSign Integration tab
• Save all 

• Go back to the App you created in DocuSign, and from the Additional Settings, add 2 URIs (your instance URLs then modules/contract/docusign_integration/call_back & your instance URLs then modules/customer-portal/docusign_integration/call_back) 
• Save 

Now to move to the production account, do the following steps:

• Go to Settings in your LEXZUR instance, click on the "Docusign integration" link under the Contracts & Documents section
• Go to https://account-d.docusign.com and login
• Go to "Apps and Keys" in the left-side menu
• Click on the Actions for your created application and choose "View API Dashboard"

• You should see there are more than 20 successful total requests (This may take up to 5 minutes)
• Go back to "Apps and Keys"
• Click on the Actions for your created application and choose "View API Dashboard"

• The Go-live status will be changed to "Submit for Review"
• Click on the Actions for your created application and choose "Start Go-Live Review " then "Submit For Review" (it will take up to 20 minutes)

• The Go-live status will be changed to "Review Pending"
• Check the status after 20 minutes, it should become "Review passed". Now you have to Promote to Production.
• Click on the Actions for your created application and choose "Review Results"

• Click on "Select Production Account"

• A new dialog will open, login in with your production account (paid one), and wait till your application is reviewed and approved.
• The Go-live status will be changed to "Pending Approval" and the review may take up to 48 hours
• After that go to the "Setup & Configuration" under "System Preferences" on the Settings page
• Change the "Login server" under the DocuSign Integration tab to "https://account.docusign.com"
• Log in with your paid account using the link https://account.docusign.com
• Copy your "Integration Key" and paste it into the "DocuSign integration key" under the DocuSign Integration tab
• Add a secret key then copy your "Secret Key" and paste it into "DocuSign integration key's secret" under the DocuSign Integration tab
• Add 2 URIs (your instance URLs then modules/contract/docusign_integration/call_back & your instance URLs then modules/customer-portal/docusign_integration/call_back) 
• Save

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!