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DocuSign Integration Setup: Phase 2

Lauren Neulinger
Updated

This article covers the second portion of the DocuSign integration setup. This corresponds with Phase 2a: Client Instructions in the DocuSign: Integration Checklist.

"Go-Live" is DocuSign's process for migrating an integration created in the Developer environment to the Production environment. This is an automated process that is typically completed within 72 hours.

Docusign's Go-Live process is a mandatory security and stability review for its applications integrating with third-party apps when moving them from the Developer environment to live Production environment use. This ensures they meet DocuSign's standards before handling real transactions, and is needed to enable real-world functionality, maintain platform security, and comply with regulations. This process is owned and maintained by DocuSign.

GivingData Support will make every reasonable attempt to help resolve Go-Live issues, but there may be situations where additional support is needed from DocuSign. If needed, GivingData may ask you to engage DocuSign Support directly for assistance. 

  1. Log in to the DocuSign Developer account as the administrator. 
  2. In the left-side panel under Integrations, click Apps & Keys.
    DocuSign Phase 2 1.png
     
  3. Next to the GivingData integration in the list, click the Actions dropdown, and then click Select Go-Live Account. DocuSign Phase 2 2.png
     
  4. Prompts will appear, stepping you through the following actions:  
    • Accept terms and conditions.
      DocuSign Phase 2 3.png
       
    • Log in to your DocuSign Production account.DocuSign Phase 2 4.png
       
    • Select the DocuSign Production account to which the GivingData integration will be promoted.
      DocuSign Phase 2 5.png
       
  5. DocuSign performs an automatic go-live review for promoting the integration to the selected DocuSign account.
    • A notification appears, informing you that DocuSign will confirm the eligibility test results and promote the integration to the Production environment within 3 business days.  DocuSign Phase 2 6.png
       
  6. Click the Identity Verification Link next to the Pending Approval status for the GivingData integration. DocuSign Phase 2 7.png
     
  7. A new tab opens in your browser with the Identity Verification steps: 
    • Application Manager Details - Enter the name and email addresses that match those on the DocuSign Production account. The email address must use a corporate domain vs. personal or generic (e.g. @gmail.com or @outlook.com). DocuSign Phase 2 8.png
       
    • Email Validation - Enter the validation code received by email from DocuSign.DocuSign Phase 2 9.png
       
    • ID and Phone Details - Select your ID type and issuing state or region, and enter a mobile phone number for an additional verification step.DocuSign Phase 2 10.png
       
    • Phone Verification - Follow the instructions provided by DocuSign to complete verification by phone.DocuSign Phase 2 11.png
       
  8.  You will be automatically redirected to the Go-Live form to complete submission.
    • Integration Options - Select the first option on the form. Although GivingData developed the integration, your organization owns the DocuSign integration key for your account.
    • Integration Key - Enter the Integration Key from your DocuSign Developer (Sandbox) account.
    • The integration key only uses OAuth v2 - Select Yes.
    • Company Name - Enter your organization or foundation's name.
    • Business Contact Name - Enter the DocuSign Production account administrator's name.
    • Business Contact Email - Enter the DocuSign Production account administrator's email address.
    • Production API Account ID GUID - To obtain this value, log in to your DocuSign Production account, click Apps & Keys in the left-side panel under Integrations, and then copy the Account ID.
    • Date - If prompted, enter today's date. This field might also be labeled "Date 20+ test API calls completed" which is an outdated requirement.
    • Signer - The form must be signed by the DocuSign Production account administrator.
    • OAuth Acknowledgement - Check the box. GivingData uses OAuth 2.0, so no extra configuration is needed.

If you experience any issues with the go-live review, reach out to your GivingData contact for assistance.

🛑 Wait to move forward in this article until DocuSign confirms you have passed the go-live review.

Once DocuSign's Go-Live review is passed, the GivingData integration can be promoted to your DocuSign Production account.

  1. Log in to the DocuSign Production account as the administrator. 
  2. In the left-side panel under Integrations, click Apps & Keys.
     DocuSign Phase 2 12.png
     
  3. Next to the GivingData integration in the list, click the Actions dropdown, and then click Edit. DocuSign Phase 2 13.png
     
  4. In the Authentication section, click Add Secret Key, and then copy the Client Secret value, as you will be asked to provide this to your GivingData contact.
     DocuSign Phase 2 14.png
     
    • ⚠️ This value will not be visible again, so be sure to copy it immediately.
  5. In the Additional Settings, under Redirect URIs, click Add URI, enter the URL of your GivingData site (https://[yourGivingDataSubdomain].givingdata.com), and then click Save. DocuSign Phase 2 15.png

The webhook must next be configured in your DocuSign Production account. 

  1. Log in to the DocuSign Production account as the administrator. 
  2. In the left-side panel under Integrations, click Connect.
     DocuSign Phase 2 16.png
     
  3. Click the Connect Keys tab. DocuSign Phase 2 17.png
     
  4. Click Add Secret Key, and then copy the Connect Key value, as you will be asked to provide this to your GivingData contact. 
    DocuSign Phase 2 18.png
     
    • ⚠️ This value will not be visible again, so be sure to copy it immediately.
  5. Click the Configurations tab. DocuSign Phase 2 19.png
     
  6. Click Add Configuration, and then click Custom. 
    DocuSign Phase 2 20.png
     
  7. Fill out the fields as follows. 
    • Name - Enter "Update Agreement in GivingData".DocuSign Phase 2 21.png
       
    • URL to Publish - Enter https://[yourGivingDataSubdomain].givingdata.com/api/documentsignaturerequest/update
      DocuSign Phase 2 22.png
       
    • Data Format - Enter "REST v2.1".
    • Trigger Events
      • Envelope Events - Check the box for Envelope Signed/Completed.
      • Recipient Events - Check the box for Recipient Signed/Completed.DocuSign Phase 2 23.png
         
      • Include Data - Check the boxes for Documents, Attachments, and Recipients.DocuSign Phase 2 24.png
         
    • Integration and Security Settings
      • Check HMAC Signature - Check the box for this setting.DocuSign Phase 2 25.png
         
  8. Click Add Configuration.
     DocuSign Phase 2 26.png

Provide the Client Secret and Connect Key values you copied in the previous steps to your GivingData contact.

🛑 Wait to move forward with next steps until instructed by your GivingData contact.

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