Objectives
- Setup the integration between
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- LEXZUR and DocuSign
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Steps
In
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LEXZUR, you can
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set up the integration between
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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
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- LEXZUR instance, and go to "Setup & Configuration" under "System Preferences"
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- on the Settings page
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- Copy your "Integration Key" and paste it in into the "DocuSign integration key" under the DocuSign Integration tab
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- Copy your "Secret Key" and paste it in into "DocuSign integration key's secret" under the DocuSign Integration tab
- Copy this link "https://account-d.docusign.com" and paste it in 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:
| Note |
|---|
| Note |
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| that You need to have a paid account |
- Go to Settings in your
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- LEXZUR instance, click on the "Docusign
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- integration" link under the
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- 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 (
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- This may take
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- 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
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- "Submit For Review" (it will take
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- up to 20 minutes)
- The Go-live status will be changed to "Review Pending"
- Check the status after 20 minutes
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- , it should become
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- "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
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- new dialog will open
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- , login in with your production account (paid one), and wait till
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- 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"
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- on the Settings page
- Change the "Login server" under the DocuSign Integration tab to "https://account.docusign.com"
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- Log in with your paid account using the link https://account.docusign.com
- Copy your "Integration Key" and paste it
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- into the "DocuSign integration key" under the DocuSign Integration tab
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- Add a secret key then copy your "Secret Key" and paste it
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- 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 App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!
