Some information about your integrator app changes when you promote the app to your production DocuSign site. The DocuSign admin must also set up a new keypair and activate the app, then send updated information to the Unifier Production Environment.
To review your integrator app information and activate the app, follow the directions below:
- If you are not already logged in, log in to the DocuSign admin production site:
https://account.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, then click the Account Name of your account, then proceed to the next step.
- If you see the organization overview page, proceed to the next step.
- To review information for the API Account ID, Integrator Key, and Client Secret in production, follow the directions below:
- On the left side menu of the production DocuSign site, locate the Integrations section, then click API and Keys.
- Under the My Account Information heading, review the API Account ID. If the value has changed, copy the API Account ID to send to your Unifier Production Environment.
- Locate the App Description for the integrator app you are using with Unifier Stage Environment.
- Review the Integrator Key in the app description row. If the value has changed, copy the Integrator Key to send to your Unifier Production Environment.
- To the right side of the app description row, click the Actions drop-down, then click Edit.
- Review the Redirect URIs field. Add the Unifier Production Environment redirect URL:
https://<production-serverhost>/bluedoor/esign/redirect
- Generate DocuSign Production Account URL using steps mentioned in:
https://developers.docusign.com/esign-rest-api/guides/authentication/user-info-endpoints. - Log out of DocuSign.
- Sign in to Unifier Production Environment.
- Navigate to the E-Signatures tab of the Unifier company home (Edit Company window > E-Signatures tab).
- Enter the generated DocuSign production account URL, Account ID, Integrator Key, and Client Secret.
- Click Generate Token to open a new DocuSign login window.
- Lon in using DocuSign production 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.
- Click Test Connection. If testing connection is successful, then DocuSign Configuration, in Unifier Production Environment, is done.