Note: The information provided in this document are subject to change.
The DocuSign admin must complete steps to assist in the initial setup and configuration of DocuSign as a delivery option within Unifier Stage Environment. These steps include the DocuSign admin taking the following actions in DocuSign:
- Creating an integrator app.
- Collecting the Account ID, Client Secret, and Integrator Key for the integration user to provide to the Technical Support, or to the Unifier Production Environment administrator.
- Logging in as the integration user to accept the permission for that user to create and send envelopes.
Note: DocuSign documentation is the most accurate reflection of the DocuSign software. The DocuSign searchable knowledge base is available by way of the following link: https://support.docusign.com/ and includes resources like the New DocuSign Experience – API & Keys article.
Specific setup instructions for the DocuSign integration with Unifier Stage Environment are provided in this document and are subject to change. Contact your Unifier Production Environment administrator or Technical Support with any questions about the DocuSign and Unifier Stage Environment integration.
Note: Documents sent to DocuSign or Adobe Sign are done over SSL (Secured Socket Layer) which is an encryption-based Internet security protocol.