In order to implement the DocuSign integration with Inventions, the following steps must be completed in the order specified below. These steps require actions to be made by the Cayuse Inventions team as well as you as the customer:
- Cayuse Inventions team will create a customer-specific RSA key and share the public hash with the customer.
- Customer will use DocuSign Admin to create a new Inventions Application integration and Grants consent.
- Cayuse Inventions team will make the required API calls to satisfy the Go Live verification.
- Customer will promote the application for production use, once again granting consent.
- Cayuse Inventions team will confirm production API access and enable the integration in config.
Step 1: DocuSign App Creation and Initial Consent
The application creation and initial consent will be completed once the Inventions team provides you with the RSA key and public hash.
The following steps must be completed by a user that has appropriate admin privileges in DocuSign:
- Go to Settings, and then go to Apps and Keys
- Open My Account Information at the top of the page
- Copy User ID and provide it to the Inventions Team
- Save as DocuSign Oauth User ID in Inventions config
Adding New Application
- Choose any name for your application and click Confirm
- Copy Integration Key and provide it to the Inventions Team
- Save as DocuSign Oauth Key in Inventions config (this value will also be needed to construct the consent URL).
- Authentication Section: Select Authorization Code Grant (default)
- Service Integration: Click Upload RSA. Paste Inventions provided value (contents ofdocusign_public.pemcreated in Step 1)
- Additional Settings: Click Add URI once, enter http://localhost in the field that appears (no need to click Add URI again)
- Click Save at bottom of page to return to Apps listing
Testing Note: Using http://localhost does not seem to work any longer. Using an actual URL (such as your Cayuse tenant host) seems to be working. A change in the registered redirect URI requires a corresponding change to the consent URLs.
Grant Consent to Application
- Paste appropriate Url into browser (replace[INTEGRATION_KEY] with key value copied above)
- Development URL - https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature impersonation&client_id=[INTEGRATION_KEY]&redirect_uri=http://localhost
- Production URL - https://account.docusign.com/oauth/auth?response_type=code&scope=signature impersonation&client_id=[INTEGRATION_KEY]&redirect_uri=http://localhost
- You will be prompted to provide and agree to provide consent
- Once consent is granted, you will see the following expected error message: Page Not Found
Start Go Live Review
- Return to list of all Apps and Integration keys
- In Actions menu, select Start Go-Live Review
- Inform the Inventions team the review process has started
Set Optional DocuSign Sub-account
If Inventions should use a specific DocuSign sub-account, please provide it to the Inventions Team.
- Save sub-account ID as DocuSign Subaccount in Inventions config
Step 2: Application Promotion and Final Consent
Application promotion and final consent will be complete once the Inventions team verifies the API and satisfies the API call threshold.
Return to Apps and Integration Keys within DocuSign Admin Settings
- Confirm Go Live review is satisfied
- Promote application integration for production use
- Once promoted, provide consent again, using the production consent URL
- Production URL - https://account.docusign.com/oauth/auth?response_type=code&scope=signature impersonation&client_id=[INTEGRATION_KEY]&redirect_uri=http://localhost
- You should be prompted to provide and agree to provide consent
- Once consent is granted, you will see the following expected error message: Page Not Found
Inform the Inventions Team that the integration has been promoted and they will confirm the API integration is working as expected in the production environment.