Edit Company (E-Signatures Tab)

DocuSign

This block contains the following fields and options:

• Url

  The API URL which the customer or Oracle attains after acquiring the license.

• Account Id

  The ID for the DocuSign account

• Client ID

  To enter the user identification needed to log into AdobeSign.

• Client Secret

  This field is needed to set up integration between Unifier and DocuSign.

• Token

  This field is needed to set up integration between Unifier and DocuSign.

• Status

  Inactive by default. When you click Active, Unifier tests the connection. If the connection is successful, then you will be able to lock the status as Active. If the connection is not successful, then you will be receiving pertinent messages, and the status will remain as Inactive. If you successfully change the Status as Active and then change any of the fields, the Status changes to Inactive, and you must select Active to run the test connection.

• Generate Token
• Test Connection

To establish a connection between Unifier and DocuSign:

1. Click Generate Token. Unifier inspects the integrator key and the client secret and directs the end-user to DocuSign URL to enable them to log in to their Demo or Production DocuSign account.
2. Once the end-user logs in to their DocuSign account, the token will be generated automatically in the Token field.
3. Click Test Connection to ensure that the connection has been made successfully. This option is available after you successfully entered in, and selected values for, all the fields. If the testing the connection fails, then Unifier displays the error message: Integrator key / Client Secret / Token combination is not correct.
4. Follow the prompts to complete the work.

AdobeSign

This block contains the following fields and options:

• Url

  The API URL which the customer or Oracle attains after acquiring the license.

• Client ID

  To enter the user identification needed to log into AdobeSign.

• Client Secret

  This field is needed to set up integration between Unifier and AdobeSign.

• Token

  This field is needed to set up integration between Unifier and AdobeSign.

• Status

  Inactive by default. When you click Active, Unifier tests the connection. If the connection is successful, then you will be able to lock the status as Active. If the connection is not successful, then you will be receiving pertinent messages, and the status will remain as Inactive. If you successfully change the Status as Active and then change any of the fields, the Status changes to Inactive, and you must select Active to run the test connection.

• Generate Token
• Test Connection

To establish a connection between Unifier and AdobeSign:

1. Click Generate Token. The token will be generated automatically in the Token field.
2. Click Test Connection to ensure that the connection has been made successfully. This option is available after you successfully entered in, and selected values for, all the fields.
3. Follow the prompts.

OK

Click when you are finished.

Cancel

Click to exit the tab.