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:

  1. Sign in to the DocuSign admin demo site at https://admindemo.docusign.com.
  2. Select the portrait icon in the upper-right corner, and then select Go to Admin.

    Depending on your account type in DocuSign, you may see a page with multiple options displayed as boxes, or you may see the organization overview page including Organization Name and Description.

    • If you see options displayed as boxes, select Accounts, select 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 retrieve the Account ID and set up the Integrator Key, complete the following steps:
    1. Select the profile image in 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, and select API and Keys.
    3. Under the My Apps / Integrator Keys heading, select Add App / Integrator Key, add a name for the key in the App Description field, and select Add.

      The pop-up window automatically refreshes and provides additional options.

    4. Under the Authentication section, select the Authorization Code Grant option, and select ADD SECRET KEY.
    5. Copy the generated secret key, and enter it in the Client Secret field of the company home page.
    6. Under the Redirect URIs section, select Add URI.
    7. Enter the Unifier Stage Environment return URL: https://<stage-serverhost>/bluedoor/esign/redirect
    8. Select OK.
    9. Select Save.
    10. Copy the Integrator Key from the Information page, and enter it in the Unifier Stage Environment.
    11. Log out of DocuSign.
  4. Sign in to the Unifier Stage Environment as Company Administrator.
  5. Go to the Company Workspace tab, and switch to Admin mode.
  6. In the left Navigator, select Integrations, and then select DocuSign.
  7. Enter the DocuSign demo URL (https://demo.docusign.net), Account ID, Client ID (also known as Integrator Key), and Client Secret.
  8. To open a new DocuSign login window, select Connect.
  9. Sign in using the 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. Select Test Connection.

    If testing connection is successful, configuration of DocuSign in the Unifier Stage Environment is done, and everything is ready for sending E-Signature requests.


Last Published Tuesday, October 7, 2025