DocuSign Set-Up Guide (Phase 1)

This guide will walk a DocuSign administrator through the first of three phases of setting up GivingData’s integration with DocuSign.

This guide covers the first phase which is the initial configuration in DocuSign’s sandbox environment.

Before Beginning 

This guide assumes that a DocuSign production account with an API subscription has already been created. The subscription level must be “Advanced API” or “Business Pro.” 

Initial Configuration in DocuSign’s Sandbox Environment

Configuring API Access in DocuSign

1. Create a DocuSign developer sandbox account here. All steps of the initial configuration will be completed in the DocuSign developer sandbox environment. During the initial configuration process, this account is separate from the DocuSign production account. It does not require the same login credentials as the DocSign production account. 
2. Log in to DocuSign as the administrator (generally the creator of the account).
3. Navigate to Settings > Integrations > Apps & Keys.
4. Click “Add App/Integration Key.”
5. Input “GivingData” as the App Name and click Add. The screen should refresh to a page of settings for the newly-created app.
6. Under “General Info,” copy down the Integration Key as the Client ID for later use.
7. Under “Authentication,” click “Add Secret Key” and copy down the value that gets displayed as the Client Secret (you won’t be able to access it again). 

8. Under “Additional settings”, click the “Add URI” button under “Redirect URIs” and input the URL of the GivingData site to integrate with (i.e.,https://[yourGivingDataSubdomain].givingdata.com).

9. Click the Save button at the bottom of the page.

Configuring the Webhook in DocuSign

1. While logged in to DocuSign as the administrator, navigate to Admin > Integrations > Connect.

2. While logged in to DocuSign as the administrator, navigate to Admin > Integrations > Connect.

3. Click the “Connect Keys” tab.

4. Click “Add Secret Key” and copy down the value displayed as the Connect Key (you won’t be able to access it again).

5. Click “Configuration” tab.

6. Click the “Add Configuration” button and click “Custom” from the options menu that appears.

7. Fill out the form and click Add at the bottom of the screen:

   • Name: Update Agreement in GivingData

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

   • Data Format: Rest v2.1

   • Trigger Events:

   • Envelope and Recipients

     • Envelope Events

       • Check Envelope Signed/Completed

     • Recipient Events

       • Check Recipient Signed/Completed

     • Include Data: 

       • Check Documents

       • Check Attachments

       • Check Recipients

   • Integration and Security Settings.

     • Check Include HMAC Signature

Please share the Client ID, Client Secret, and Connect Key with your GivingData Project Lead so that GivingData’s team can complete the initial configuration. Please do not proceed to Phase 2 until you have heard from the GivingData team that the configuration has been completed. 


[Updated January 5th, 2024]