How to setup an integration between App4Legal Contract and DocuSign?

Objectives

• Setup the integration between App4Legal Contract and DocuSign

Steps

In app4Legal, you can set up the integration between App4Legal Contract 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"
• Login to your App4legal instance, and go to "Setup & Configuration" under "System Preferences" on the Settings page
• Add 2 URIs (your instance URLs then modules/contract/docusign_integration/call_back & your instance URLs then modules/customer-portal/docusign_integration/call_back) (As the below screenshot)

• Copy your "Integration Key" and paste it in "DocuSign integration key" under the DocuSign Integration tab

• Copy your "Secret Key" and paste it in "DocuSign integration key's secret" under the DocuSign Integration tab
• Copy this link "https://account-d.docusign.com" and paste it in "Login server" under the DocuSign Integration tab
• Save

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

Note: you need to have a paid account

1. Go to Settings in your app4legal instance, click on the "Docusign Go live " link under the Contract's section
2. Go to https://account-d.docusign.com and login
3. Go to "Apps and Keys" in the left side menu
4. Click on the Actions for your created application and choose "View API Dashboard"
5. You should see there are more than 20 successful total requests(it may take time ~ 5 minutes)
6. Go back to "Apps and Keys"
7. Click on the Actions for your created application and choose "View API Dashboard"
8. Click on the Actions for your created application and choose "Start Go-Live Review " then submit for review(it will take time ~ 20 minutes)
9. Check the status after 20 minutes => it should become Review passed 
10. 
11. Click on Promote to production then a new dialog will open
12. Login in with your production account(paid one) and wait till you your application is reviewed and approved
13. After that go to the "Setup & Configuration" under "System Preferences" in the Settings page
14. Change the "Login server" under the DocuSign Integration tab to "https://account.docusign.com"
15. Login with your paid account using the link https://account.docusign.com
16. Copy your "Integration Key" and paste it in "DocuSign integration key" under the DocuSign Integration tab
17. Copy your "Secret Key" and paste it in "DocuSign integration key's secret" under the DocuSign Integration tab
18. Save

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!