Docusign Integration Instructions

REQUIREMENTS

• Corporate plan with DocuSign with the expected number of envelopes.
• Non-corporate plans do not have access to the API.
• Non-profit pricing is available.
• Connect Feature enabled on DocuSign account. 
• Developer access to create and edit API keys and webhook Connect settings.

RECOMMENDATIONS

• Keep multiple documents in a single envelope to reduce the total cost.
  
  

ACCESS DOCUSIGN DEVELOPER ACCOUNT

• Login into your Corporate DocuSign developer account.
  
  

CREATE INTEGRATION KEY 

• Navigate to the Apps and Keys section from the left-side menu.

• Create a new Integration Key by clicking on the ADD APP AND INTEGRATION KEY.

• Give a name to your integration key (For example: your website/organization name) and click on CREATE APP.

• On the new page that opened, make the following configurations:

  • Copy the Integration Key into a temporary notepad.
  • Under Authentication > User Application section check the Implicit Grant option.
  • Under Authentication > Service Integration section click on GENERATE RSA. This will open a popup window. Copy the Public key and Private Key into a temporary notepad. After you copied both keys, you can close the RSA popup window.
  • Under “Additional Settings” click on the ADD URI button and enter your Sitestacker installation top-level domain followed by /Docusign/callback. (Example: https://your-organization.com/docusign/callback)
  • This information can also be found by going to / admin in your SS installation > Settings > select the Docusign integration
  • Save the Integration Key by clicking on the SAVE button at the bottom of the page.

GET ACCOUNT INFORMATION

• From the Apps and Keys page copy the following values into a notepad:

  • User ID

  • API Account ID

  • Account Base URI

DEVELOPER ACCOUNT CREATE A CONNECTION CONFIGURATION

• Navigate to the Connect section from the left-side menu

• Create a new configuration by clicking on the ADD CONFIGURATION button and then the Custom button.

• On the new page that just opened, make the following configurations:

  • In the Status field, select the Active Connection option.

  • Give a name to the new configuration (For example: your website/organization name)

  • In the URL to Publish field, enter your Sitestacker installation top-level domain followed by /Docusign/webhook (Example: https://your-organization.com/docusign/webhook).

  • Check the Enable Log (maximum 100) checkbox.

  • Uncheck the Require Acknowledgement checkbox.

  • For the Data Format field, select the REST v2.1 option.

  • For the Event Message Delivery Mode, select the Send Individual Messages (SIM) option.

  • Expand the Envelope and Recipients section and check the following options: Envelope Sent, Envelope Delivered, Envelope Signed/Completed, Envelope Declined, and Envelope Voided.

  • Expand the Include Data section and check all the checkboxes.

  • Leave everything else as it is and save the connection configuration by clicking on the ADD CONFIGURATION button at the bottom of the page.

CONFIGURE IN SITESTACKER

• Open your Sitestacker installation admin side and open the Settings component by clicking on the Settings icon.

• In the Integration dropdown, select the DocuSign option.

• Fill up all the fields with the values that you copied in the notepad document.

• If your integration key is not yet LIVE, check the Is Sandbox option.

• Click on the Obtain DocuSign authorization button. If everything worked, you should get a message saying that DocuSign was successfully authorized.

• Click on the Save & Close button in the Settings component to save all your configuration.

GO LIVE PROCESS

• When creating a key in the admindemo.docusign.com, it will ask you to do 20 test calls before pushing to production.

• Once you are able to send your key to your production site you will need to follow the “Create a connect configuration” instructions one more time to ensure this is on your production site.

IN PRODUCTION ACCOUNT CREATE A CONNECTION CONFIGURATION (client Account)

• Navigate to the Connect section from the left-side menu.

• Create a new configuration by clicking on the ADD CONFIGURATION button and then the Custom button.

• On the new page that just opened, make the following configurations:

  • In the Status field, select the Active Connection option.

  • Give a name to the new configuration (Example: your website/organization name).

  • In the URL to Publish field, enter your Sitestacker installation top-level domain followed by /Docusign/webhook (Example: https://your-organization.com/docusign/webhook).

  • Check the Enable Log (maximum 100) checkbox.

  • Uncheck the Require Acknowledgement checkbox.

  • For the Data Format field, select the REST v2.1 option.

  • For the Event Message Delivery Mode, select the Send Individual Messages (SIM) option.

  • Expand the Envelope and Recipients section and check the following options: Envelope Sent, Envelope Delivered, Envelope Signed/Completed, Envelope Declined, and Envelope Voided.

  • Expand the Include Data section and check all the checkboxes.

  • Leave everything else as it is and save the connection configuration by clicking on the ADD CONFIGURATION button at the bottom of the page.

TEST LIVE CONNECTION AND CONFIGURE ENVELOPES

• Add Docusign tasks and select envelopes for signing.

• Test task flow and confirm envelopes are being sent and received once signed.