Unifier DocuSign Configuration Guide

DocuSign Setup
The DocuSign setup process includes three stages:
Creating an integrator app in your demo DocuSign site
Promoting the integrator app to your production DocuSign site
Collecting updated integrator app information from your production site

Creating an Integrator App in a Demo DocuSign Site

To collect the information needed to set up a demo integration between DocuSign and Unifier,
the admin must create and activate an integrator app within the demo DocuSign site.
To create an integrator app and collect the information that Unifier will need to set up the
integration within Unifier, follow the directions below.
1. Log in to the DocuSign admin demo site: [Link]

2. Click the portrait icon in the top right corner of the page, then click Go to Admin.

3. Depending on your account type in DocuSign, you may see a page with a number of
different options displayed as boxes, or you may see the organization overview page
including Organization Name and Description.
a. If you see options displayed as boxes, click Accounts, then click the Account
Name of your account then proceed to the next step.
b. If you see the organization overview page, proceed to the next step.

4. To retrieve the API Account ID and set up the Integrator Key, follow the directions below:
a. On the left side menu, locate the Integrations section, then click API and Keys.

b. Under the My Account Information heading, copy the API Account ID to send it to
Account Id field of Unifier Company Home.

c. Under the My Apps / Integrator Keys heading, click Add App / Integrator Key,
then add a name for the key in the App Description field and click Add. The
popup automatically refreshes and provides additional options.
d. Under Authentication Section, select Authorization Code Grant option, click ADD
SECRET KEY

e. Copy generated Secret Key to send it to Client Secret field of Unifier Company
Home

f. Under the Redirect URIs section, click Add URI.

 g. Enter Unifier stage environment return URL
[Link]

h. Click OK.
i. Click Save.
j. Copy the Integrator Key to the right of the item you just created from the API and
Integrator Key Information page to send to your Unifier Stage Environment.

k. Log out of DocuSign.

5. Log in to Unifier Stage Environment as Company Admin.

6. Navigate to E-Signatures Configuration tab of Unifier Company Home.

7. Provide the DocuSign demo URL ([Link] API Account ID,
Integrator Key, and Client Secret to your E-Signatures tab.

URL should be [Link] in Unifier Stage Environments

Account Id is the value that is captured in step 4.b.
Client ID is the Integrator Key which is captured in step 4.j.
Client Secret is the key which is generated in step 4.e.

8. Click on generate token, new DocuSign login window will appear.

9. Log in using DocuSign demo account credentials, window will be closed after successful
login and new token will be generated. Generated token will be automatically copied to
Unifier Token field.

10. Click on Test Connection. If Test Connection is successful then DocuSign Configuration
in Unifier Stage Environment is done and it is ready for sending E-Signature requests.
Promoting an Integrator App from a Demo DocuSign
Site to a Production Site
After the demo integration between DocuSign and Unifier Stage Environment has been set up,
the integration must be tested within Unifier. DocuSign requires users to make at least 20 API
calls with an integrator app / integrator key to promote the integrator app from a demo DocuSign
account to a production DocuSign account. Once required testing has been completed, the
integrator app can be promoted to your production DocuSign site.
To complete testing and submit your integrator app for promotion to your production DocuSign
site, follow the directions below.
1. Once your DocuSign integration has been set up, make 20 API calls (Signing Requests)
in one day by sending 20 test offers through DocuSign via Unifier Stage Environment.
Ensure that any testing is done with your DocuSign demo account. Do not test with your
production DocuSign account, as this may incur costs on the DocuSign side.

2. Log in to the DocuSign admin demo site: [Link]

3. Click the portrait icon in the top right corner of the page, then click Go to Admin.

4. Depending on your account type in DocuSign, you may see a page with a number of
different options displayed as boxes, or you may see the organization overview page
including Organization Name and Description.
a. If you see options displayed as boxes, click Accounts, then click the Account
Name of your account then proceed to the next step.
b. If you see the organization overview page, proceed to the next step.

5. To request a review and to promote the integrator app from demo to production, follow
the directions below:
a. On the left side menu, locate the Integrations section, then click API and Keys.
b. Locate the App Description for the integrator app you are using with Unifier Stage
Environment.
c. To the right side of the app description row, click the Actions drop-down list, then
click Review Transactions.
d. A popup displays describing the rules to promote this integrator app.

Use the date field to specify the date when you ran at least 20 API calls with your
demo account, then click Review. The popup closes and a success message
displays to indicate that the integrator app has been submitted for review.
 e. Wait for approximately 20 minutes for your API calls to pass review, then return
to the page. When the page refreshes, the status updates to indicate that the
integrator app is still under review, or that the review passed or did not pass.
If the review does not pass, the Actions drop-down list for the integrator app will
provide the options to Review Results and Resubmit for Review. Click Review
Results to determine why the review did not pass.

Review the reason that the review did not pass and determine how to address
the issue. Once you have made any additional API calls or other necessary
actions, return to the API and Keys page, locate the correct app, and select the
Actions drop-down list, then select Resubmit for Review and wait approximately
20 minutes for your API calls to pass review.
f. If the status displayed is Review Passed, select the Actions drop-down list and
select Go Live.
g. A Terms and Conditions popup displays. Review the terms, then check the
checkbox and select Submit.
h. A popup displays prompting you to log in to your production DocuSign site using
the following URL: [Link]
i. If the popup does not display, review your popup blocker settings.
j. If you do not have access to the production DocuSign site, contact your
DocuSign user admin for assistance.

Note: Once Integrator Key is Promoted to DocuSign production account, it can be

used only in Unifier Production Environments
Collecting Updated Integrator App Information for the
Production Site
Some information about your integrator app changes when you promote the app to your
production DocuSign site. The DocuSign admin must also set up a new keypair and activate the
app, then send updated information to Unifier Production Environment
To review your integrator app information and activate the app, follow the directions below.
1. If you are not already logged in, log in to the DocuSign admin production site:
[Link]

2. Click the portrait icon in the top right corner of the page, then click Go to Admin.

3. Depending on your account type in DocuSign, you may see a page with a number of
different options displayed as boxes, or you may see the organization overview page
including Organization Name and Description.
 If you see options displayed as boxes, click Accounts, then click the Account Name
of your account then proceed to the next step.
 If you see the organization overview page, proceed to the next step.

4. To review information for the API Account ID, Integrator Key and Client Secret in
production, follow the directions below:
a. On the left side menu of the production DocuSign site, locate the Integrations
section, then click API and Keys.
b. Under the My Account Information heading, review the API Account ID. If the
value has changed, copy the API Account ID to send to your Unifier Production
Environment.
c. Locate the App Description for the integrator app you are using in Unifier Stage
Environment.
d. Review the Integrator Key in the app description row. If the value has changed,
copy the Integrator Key to send to your Unifier Production Environment.
e. To the right side of the app description row, click the Actions dropdown, then
click Edit.
f. Review the Redirect URIs field. Add Unifier Production Environment redirect url –
[Link]

5. Generate DocuSign Production Account URL using steps mentioned in

[Link]

6. Log out of DocuSign.

7. Log in to Unifier Production Environment.

8. Navigate to E-Signatures Configuration tab of Unifier Company Home.

9. Provide the generated DocuSign production account URL, API Account ID, Integrator
Key and Client Secret to your E-Signatures tab.
10. Click on generate token, new DocuSign login window will appear.

11. Log in using DocuSign production account credentials, window will be closed after
successful login and new token will be generated. Generated token will be automatically
copied to Unifier Token field.

12. Click on Test Connection, If Test Connection is successful then Docusign Configuration
in Unifier Production Environment is done.

Note: Signing request from Unifier stage environments can be sent using DocuSign
demo account only and from Unifier production environments requests can be sent
using DocuSign enterprise/production account only.