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DocuSign Integration Setup: Phase 2

This article covers the second portion of the DocuSign integration setup.

DocuSign Integration Go-Live Steps

"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. 


  3. Next to the GivingData integration in the list, click the Actions dropdown, and then click Select Go-Live Account. 


  4. Prompts will appear, stepping you through the following actions:
    • Accept terms and conditions.


    • Log in to your DocuSign Production account.


    • Select the DocuSign Production account to which the GivingData integration will be promoted.


  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. 


  6. Click the Identity Verification Link under the Pending Approval status for the GivingData integration.

  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). 


      • Email Validation - Enter the validation code received by email from DocuSign.


      • ID and Phone Details - Select your ID type and issuing state or region, and enter a mobile phone number for an additional verification step.


      • Phone Verification - Follow the instructions provided by DocuSign to complete verification by phone.


  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.

Configure API Access in DocuSign

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. 


  3. Next to the GivingData integration, click the Actions dropdown, and then click Edit.

  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.

    • ⚠️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.
     

Configure the Webhook in DocuSign

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

  1. While still logged in to the DocuSign Production account as the administrator. 
  2. In the left-side panel under Integrations, click Connect. 


  3. Click the Connect Keys tab. 


  4. Click Add Secret Key, and then copy the Connect Key value, as you will be asked to provide this to your GivingData contact. 


    • ⚠️This value will not be visible again, so be sure to copy it immediately.
  5. Click the Configurations tab. 


  6. Click Add Configuration, and then click Custom. 


  7. Fill out the fields as follows.  
    • Name - Enter "Update Agreement in GivingData".


    • URL to Publish - Enter https://[yourGivingDataSubdomain].givingdata.com/api/documentsignaturerequest/update


    • Data Format - Select "REST v2.1".
    • Trigger Events
      • Envelope Events - Check the box for Envelope Signed/Completed.
      • Recipient Events - Check the box for Recipient Signed/Completed.


      • Include Data - Check the boxes for Documents, Attachments, and Recipients.


    • Integration and Security Settings
      • Check HMAC Signature - Check the box for this setting.


  8. Click Add Configuration. 

Share Required Information with GivingData

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

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