DocuSign Integration

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

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

To obtain a completion email when signature is finished, under the Signing and Sending menu, click on Signing Settings, under the Envelop Delivery
check the following options: "Send completion emails to embedded signers", "Attach document to completion email"
uncheck "Suppress emails to embedded signers" in case checked.

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

Note that You need to have a paid account

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"

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!

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