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. 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 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, 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 retrieve the Account ID and set up the Integrator Key, complete the following steps:
    1. Click 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 click API and Keys.
    3. Under the My Apps / Integrator Keys heading, click Add App / Integrator Key, add a name for the key in the App Description field, and click Add.

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

    4. Under the Authentication section, select the Authorization Code Grant option, and click 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, 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.
  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, click 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. Click 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, April 8, 2025