Getting Started

DocuSign Setup:

1. Log in to the DocuSign Developer account (https://developers.docusign.com).
2. Click on the Settings tab.
3. While on the admin dashboard, click on Apps and Keys under the Integrations heading on the left menu.
4. Copy/store the Account Base URI (needed in a later step), under the My Account Information heading.

5. Under Apps and Keys, click on the button Add App and Integration Key, give the app a name, and click Create App.
6. Under General Info, copy/store the Integration Key (needed in a later step).

7. Under Authentication, click Add Secret Key. Once generated, copy/store the Secret Key (need in a later step).

8. Under Additional Settings, click Add Uri. The link will be the site URL + /docusignagreement/consent
   • Example Uri: /docusignagreement/consent

13. Click Save

Magentrix Setup:

1. Under the Magentrix Setup menu, click Extend, and then Connected Apps
2. Click New, select API Provider, then click Next, select OAuth, and then click Next.
   • Step 1: Select API Provider.
   • Step 2: Select OAuth.
   • Step 3:
     • Name: DocuSign
     • Service URL: Account Base URI (retrieved from DocuSign Setup)
       • Sandbox: https://demo.docusign.net
       • Production: TBD
     • Consumer Key: Integration Key (retrieved from DocuSign Setup)
     • Consumer Secret: Secret Key (retrieved from DocuSign Setup)
3. Click Save.

Next Steps:

1. You must have a DocuSign license. Once the license is available, the Extend > DocuSign menu will appear.
2. Navigate to DocuSign Settings.
3. Select the Connected App created above in the dropdown.
4. You will be redirected to the Consent page (/docusignagreement/consent).
5. Click on the Give Consent button where you will be redirected to DocuSign to login/authorize Magentrix.

Branding Setup

Branding DocuSign Setup

1. Login to your DocuSign Developer account.
2. Click Brands under the Account heading on the left menu.
3. Click the Add Brand button on the top right.

4. Add a Brand Name and click Save.

5. Configure Brand Settings, once complete, click Save.

Template Setup

Template Magentrix Setup

1. Under the Magentrix Setup menu, click Extend, and then DocuSign.
2. Navigate to the DocuSign Templates tab and then click New.

3. Fill out the required fields including Name, Agreement Title, and DocuSign Template picklist (these values will be templates from DocuSign Account).
4. Give a Brand ID if applicable (follow Branding Setup steps).

DocuSign Sandbox to Production

DocuSign Go Live

1. Login to DocuSign Developer account.
2. Click on the Settings tab in the above menu.
3. While on the admin dashboard, click Apps and Keys under the Integrations heading on the left menu.
4. Under Apps and Keys, review the Go Live Status of the app. If the Go Live Status is ready for review, promote the App to Production.

5. Follow the steps from DocuSign to promote the app to Production.
   • Resource: DocuSign Documentation on Go Live Process

DocuSign After Go Live

1. Update your integration to use the production environment endpoints
   • Add redirect URIs and secrets as required by your configuration.
2. Follow the DocuSign Setup instructions above
3. Under the Magentrix Setup menu, click Extend and then Connected Apps.
   1. Select the DocuSign Connected App, and click Edit.
   2. Update the Service URL to use the new Account Base URI, instead of https://demo.docusign.net 
   • Consumer Key: Integration Key (retrieved from DocuSign Setup).
   • Consumer Secret: Secret Key (retrieved from DocuSign Setup).
4. Follow the Next Steps instructions below.
   • Resource: DocuSign Documentation on After Go Live Process