Creating an Integrator App in a Demo DocuSign Site

To collect the information needed to set up a demo integration between DocuSign and Unifier, the admin must create and activate an integrator app within the demo DocuSign site.

To create an integrator app and collect the information that Unifier will need to set up the integration within Unifier, follow the directions below.

1. Log in to the DocuSign admin demo site: https://admindemo.docusign.com
2. Click the portrait icon in the top right corner of the page, then click Go to Admin.
3. Depending on your account type in DocuSign, you may see a page with a number of different options displayed as boxes, or you may see the organization overview page including Organization Name and Description.
   1. If you see options displayed as boxes, click Accounts, then click the Account Name of your account, then proceed to the next step.
   2. If you see the organization overview page, proceed to the next step.
4. To retrieve the Account ID and set up the Integrator Key, follow the directions below:
   1. Click the profile image on the upper-right corner of the console. The Account ID will be under Name, or Organization name, on the drop-down menu.
   2. On the left side menu, locate the Integrations section, then click API and Keys.
   3. Under the My Apps / Integrator Keys heading, click Add App / Integrator Key, then add a name for the key in the App Description field and click Add. The popup automatically refreshes and provides additional options.
   4. Under the Authentication section, select the Authorization Code Grant option, click ADD SECRET KEY.
   5. Copy the generated secret key, and enter it in the Client Secret field of the Unifier company home.
   6. Under the Redirect URIs section, click Add URI.
   7. Enter the Unifier stage environment return URL: https://<stage-serverhost>/bluedoor/esign/redirect
   8. Click OK.
   9. Click Save.
   10. Copy the Integrator Key from the Information page, and enter it in the Unifier Stage Environment.
   11. Log out of DocuSign.
5. Sign in to the Unifier Stage Environment as company administrator.
6. Navigate to the E-Signatures tab of the Unifier company home (Edit Company window > E-Signatures tab).
7. Enter the DocuSign demo URL (https://demo.docusign.net), Account ID, Integrator Key, and Client Secret.
8. Click Generate Token to open a new DocuSign login window.
9. Log in using DocuSign demo account credentials. The window closes after successful login and a new token will be generated. The generated token will be automatically copied to Unifier Token field.
10. Click Test Connection. If testing connection is successful, then DocuSign Configuration, in Unifier Stage Environment, is done, and everything is ready for sending E-Signature requests.

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Last Published Friday, January 1, 2021