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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"  ( keep the default "Authorization Code Grant" selected)

         

  • 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 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:

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 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 App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!


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