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      DocuSign Set-Up Guide (Phase 3)

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

      The DocuSign integration is available to Pro and Enterprise-level clients.

      This guide covers the last phase which is the final configuration process.

      Before Beginning 

      This guide assumes that Phase II of the set-up has already been completed. 

      Final Configuration

      After the DocuSign app has successfully passed the Go Live Review and been promoted to the DocuSign production account, configuration must be completed in the DocuSign production account. These steps are similar to the initial configuration completed in the DocuSign sandbox environment.

      Configuring API Access in DocuSign

      1. Log in to DocuSign as the administrator (generally the creator of the account).

      2. Navigate to Settings > Integrations > Apps & Keys.

      3. Click “Add App/Integration Key”.

      4. Input “GivingData” as the App Name and click Add. The screen should refresh to a page of settings for the newly-created app.

      5. Under “General Info”, copy down the Integration Key as the Client Id for later use.

      6. 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).

      7. 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).

      8. 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 Settings > Integrations > Connect.

        1. If you do not see the Connect option under Settings > Integrations, contact DocuSign support and ask to have the Settings > Connect tab enabled.

      2. Click the “Connect Keys” tab.

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

      4. Click “Configurations” tab.

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

      6. 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 HMAC Signature
      2. Click the Save button at the bottom of the page.  

                  Please share the Production Client Secret and Connect Key with your GivingData Project Lead so that the GivingData team can complete the final configuration. The GivingData team will complete the configuration and remove all test DocuSign data from your site. This will enable you to delete the DocuSign test request. 

                  Your GivingData Project Lead will contact you once the configuration is complete. At that moment, log out of GivingData, clear your browser’s cache, and log back in. The DocuSign integration is now complete and ready for Live use. 

                   

                  [Updated May 13, 2024]