Configure DocuSign Settings

Configure general information about DocuSign settings.

Configure DocuSign Settings

Package Required

The DocuSign package must be installed.

Permission Required

Your user account or group membership must have the "Settings: Update Settings" permission to edit DocuSign settings unless your user account has the Make this user a Super Admin setting selected.

See the Settings permissions or ask your Administrator for assistance.

To allow access to your DocuSign server, the following information is needed:

• DocuSign integration key

• DocuSign secret key

• DocuSign server address

To generate or locate this information for your DocuSign server, refer to Apps and Keys - DocuSign eSignature Admin Guide.

Configure the following DocuSign settings as necessary:

1. View your DocuSign settings. The DocuSign tab displays.

   
2. Click the Edit iconfor the Integration Key setting. The Integration Key screen displays.

   
3. Enter your DocuSign Integration key, and then click Save.

4. Click the Edit iconfor the Secret setting. The Secret screen displays.

   
5. Enter your DocuSign Secret Key, and then click Save.

6. Click the Edit iconfor the Server setting. The Server screen displays.

   
7. Enter your DocuSign server name, such as https://account-d.docusign.com, and then click Save.

8. Click the Grant DocuSign Access button. The Task called DocuSign Authorization displays.

   
9. Click the Authorize Access button to grant the DocuSign eSignature platform access to your ProcessMaker Platform instance after it authenticates your DocuSign credentials. The DocuSign login page displays.

   
10. Enter your DocuSign account information to complete the authorization procedure.

Related Topics

pageWhat is DocuSign?pageView DocuSign SettingspageSearch for a DocuSign SettingpageCopy a DocuSign SettingpageClear a DocuSign SettingpageDocuSign PackagepageWhat is a Package?