Collecting Updated Integrator App Information for the Production Site

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, and then send updated information to the Unifier Production Environment.

To review your integrator app information and activate the app, complete the following steps:

  1. If you are not signed in, sign in to the DocuSign admin production site at https://account.docusign.com.
  2. Click the portrait icon in the upper-right corner, and 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 proceed to the next step.
    • If you see the organization overview page, proceed to the next step.
  3. To review information for the API Account ID, Integrator Key, and Client Secret in production, complete the following steps:
    1. On the left side menu of the production DocuSign site, locate the Integrations section, and click API and Keys.
    2. 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.
    3. Locate the App Description for the integrator app you are using with Unifier Stage Environment.
    4. Review the Integrator Key in the app description row. If the value has changed, copy the Integrator Key to send it to your Unifier Production Environment.
    5. To the right side of the app description row, click the Actions drop-down, and then click Edit.
    6. Review the Redirect URIs field. Add the Unifier Production Environment redirect URL: https://<production-serverhost>/bluedoor/esign/redirect
  4. Generate DocuSign Production Account URL using steps mentioned in: https://developers.docusign.com/esign-rest-api/guides/authentication/user-info-endpoints.
  5. Log out of DocuSign.
  6. Sign in to the Unifier Production Environment.
  7. Navigate to the E-Signatures tab of the company home page (Edit Company window > E-Signatures tab).
  8. Enter the generated DocuSign production account URL, Account ID, Integrator Key, and Client Secret.
  9. To open a new DocuSign login window, click Generate Token.
  10. 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.

  11. Click Test Connection.

    If testing connection is successful, configuration of DocuSign in the Unifier Production Environment is done.


Last Published Wednesday, November 29, 2023