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
- Copy your "Integration Key" and paste it into "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:
Note: you need to have a paid account
- Go to Settings in your app4legal instance, click on the "Docusign Go live " link under the Contract's 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(it may take time ~ 5 minutes)
- Go back to "Apps and Keys"
- Click on the Actions for your created application and choose "View API Dashboard"
- Click on the Actions for your created application and choose "Start Go-Live Review " then submit for review(it will take time ~ 20 minutes)
- Check the status after 20 minutes => it should become Review passed
- Click on Promote to production then a new dialog will open
- Login in with your production account(paid one) and wait till you your application is reviewed and approved
- 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 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
- Save
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
Thank you!
This page has no comments.