DocuSign Configuration Settings
Multiple DocuSign accounts
Click the New Set button to create additional accounts. For example, Sandbox and Production. Additionally, click the Set as Default button to change the default connector set. If the previous Default was set in Design, SmartIQ will now use the new Default connector values.
| Setting | Description |
|---|---|
| Production Environment | This should be ticked if you are using a live production account.\nThis will determine the URL to make request to when retrieving account information needed to interact with the core DocuSign API service. https://account-d.docusign.com for the developer sandbox (Testing Environment) https://account.docusign.com for the live production system (Production Environment) |
| Admin API Username | Specify the Organization Admin’s API Username. This can be found by navigating to the DocuSign Admin Console > Users. A valid Admin API Username to interact with the core DocuSign API service should be in Guid form, not as an email. |
| Integrator Key | DocuSign API Integrator Key (Unique ID for each DocuSign integration). This key is retrieved from the DocuSign administration portal. |
| RSA Private Key | Upload the text file that contains the RSA Private Key obtained from Installation and Configurations step. |
| Embedded Signing Return Url | Specify the URL that the embedded signer’s browser will be re-directed to after the signer has finished. |
| Log Mode | True/False - This option allows or disables storing in the SmartIQ database all generated requests to DocuSign. To enable this capability, run the included SQL Script <DocuSignScript.sql (see install package) against your active SmartIQ DB. This option is only recommended for customers that require local audit logs. DocuSign also stores successful requests in its user portal. |
| Redirect URI | SmartIQ will automatically use the <<productname>> Produce URL as the default Redirect URI used during Consent. Access is established the first time DocuSign is used by SmartIQ. This option allows you to override this value and select a different URL. Note that the exact same URI needs to be defined in the Redirect URI field when creating an Integration Key in the DocuSign Admin Portal. |
| Debug Mode | If enabled, the connector will output information about the constructed payload in the project output messages (available in Management). This can be used to troubleshoot problems with the payload generation and/or DocuSign's behavior with the received payload. |
| Private Information in Debug | If enabled, the Debug Mode information will include potentially-sensitive information such as the Admin API Username to assist with detailed troubleshooting. |
| Connect HMAC Key | Provides another layer of security with HMAC with HMAC, an industry standard symmetric hashing system. For more information, refer to HMAC. |
If you receive a Consent Required Error on initial use of Docusign, please review the DocuSign Data Source set-up instructions
Updated 2 months ago