After the demo integration between DocuSign and Unifier Stage Environment has been set up, the integration must be tested within Unifier. DocuSign requires users to make at least 20 API calls with an integrator app / integrator key to promote the integrator app from a demo DocuSign account to a production DocuSign account. Once required testing has been completed, the integrator app can be promoted to your production DocuSign site.
To complete testing and submit your integrator app for promotion to your production DocuSign site, follow the directions below:
- Once your DocuSign integration has been set up, make 20 API calls (Signing Requests) in one day by sending 20 test offers through DocuSign via Unifier Stage Environment. Ensure that any testing is done with your DocuSign demo account. Do not test with your production DocuSign account, as this may incur costs on the DocuSign side.
- Log in to the DocuSign admin demo site:
https://admindemo.docusign.com - Click the portrait icon in the top right corner of the page, then click Go to Admin.
- 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.
- If you see options displayed as boxes, click Accounts, click the Account Name of your account, and then proceed to the next step.
- If you see the organization overview page, proceed to the next step.
- To request a review and to promote the integrator app from demo to production, follow the directions below:
- On the left side menu, locate the Integrations section, then click API and Keys.
- Locate the App Description for the integrator app you are using with Unifier Stage Environment.
- To the right side of the app description row, click the Actions drop-down list, then click Review Transactions.
- A popup (Review API Transactions) displays describing the rules to promote this integrator app.
Use the date field to specify the date when you ran at least 20 API calls with your demo account, then click Review. The popup closes and a success message displays to indicate that the integrator app has been submitted for review.
- Wait for approximately 20 minutes for your API calls to pass review, then return to the page. When the page refreshes, the status updates to indicate that the integrator app is still under review, or that the review passed or did not pass.
If the review does not pass, the Actions drop-down list for the integrator app will provide the options to Review Results and Resubmit for Review. Click Review Results to determine why the review did not pass (in the API Transaction Review Results window).
Review the reason that the review did not pass and determine how to address the issue. Once you have made any additional API calls or other necessary actions, return to the API and Keys page, locate the correct app, and select the Actions drop-down list, then select Resubmit for Review and wait approximately 20 minutes for your API calls to pass review.
- If the status displayed is Review Passed, select the Actions drop-down list and select Go Live.
- A Terms and Conditions popup displays. Review the terms, then check the checkbox and select Submit.
- A popup displays prompting you to log in to your production DocuSign site using the following URL:
https://account.docusign.com- If the popup does not display, review your popup blocker settings.
- If you do not have access to the production DocuSign site, contact your DocuSign user admin for assistance.
Note: Once Integrator Key is Promoted to DocuSign production account, it can be used only in the Unifier Production Environment.