Set Up for DocuSign e-Signature

To set up DocuSign, perform these steps:

  1. Create a DocuSign developer’s account here: https://developers.docusign.com/.

  2. Once logged in, navigate to “My Apps and Keys” as shown below:

Image of selecting My App & Keys from the user profile drop-down

  1. On the “Apps and Keys” page, click the ADD APP AND INTEGRATION KEY button.

Image of DocuSign eSignature window > Settings Tab > ADD APP AND INTEGRATION KEY button

  1. In the pop-up window, provide the application name and click the CREATE APP button.

Add Integration Key pop-up

  1. On the next page, first you need to generate the RSA public key and then upload it to DocuSign.

To generate the public key, please follow the below steps:

  1. Navigate to the location of the “advsignerkeystore.p12” file and execute the following command.

openssl pkcs12 -info -in advsignerkeystore.p12 -nodes

  1. Copy the private key in the (private.pem) file generated from the previous command:

image of command window showing result of commands listed above.

  1. Now, execute the following command to generate the public key:

openssl rsa -in private.pem -outform PEM -pubout -out public.pem

The public key will be stored in public.pem file. This value will be used in step 7.

Image of command window after generating the public key using the previous step

  1. Click the UPLOAD RSA button.

DocuSign eSignature showing UPLOAD RSA button

  1. Click the UPLOAD Key button and paste the Public key generated in step 5.

Upload Public RSA Key window showing Public key pasted that was generated in step 5

  1. Add a Redirect URIs as https://www.example.com/callback. Click the SAVE button.

Image showing Redirect URLs field populated with https://www.example.com/callback

  1. Please note that the app created is in development mode. This is useful for testing purposes. For a production environment, you need to move the app to production by selecting “Start Go-Live review” on your DocuSign account.

Image showing Start Go-Live review from the ACTIONS menu

  1. Now, this application needs to give consent for embedded signing. In order to do that, go to the following URL (make sure to update the integration id): https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature%20impersonation&client_id=<Your Integration_Id>&redirect_uri=https://www.example.com/callback

DocuSign Log In window

  1. Once logged in to your DocuSign account, click the ALLOW ACCESS button to enable embedded signing.

DocuSign window > ALLOW ACCESS button

  1. The next step is to configure the DocuSign App information in the Advantage application on the ERPCTRL page.

Parameter Name

Parameter Description

DOCUSIGN_ACCOUNT_ID

DocuSign Account Id

DOCUSIGN_BASE_URI

DocuSign base URI

DOCUSIGN_BRAND_ID

DocuSign brand Id

DOCUSIGN_HOST_ENV

DocuSign host environment

DOCUSIGN_INTG_KEY

DocuSign Integration Key

DOCUSIGN_USER_ID

 DocuSign user Id

DOCUSIGN_VERSION_NO

DocuSign version number

The DOCUSIGN_ACCOUNT_ID, DOCUSIGN_BASE_URI and DOCUSIGN_USER_ID can be referred from the “Apps and Keys” page of your DocuSign account.

Apps and Keys page of DocuSign account

The value for DOCUSIGN_HOST_ENV is “https://account-d.docusign.com” for development and “https://account.docusign.com” for production environments.

The value for DOCUSIGN_BRAND_ID can be set from your DocuSign account as shown below.

Creating a brand will enable you to configure the title, fonts and colors for your DocuSign window which appears during the signing process.

DocuSign eSignature > Settings tab > Brands tab

NOTE: Please download SSL certificate from https://account.docusign.com/oauth/token or https://account-d.docusign.com/oauth/token (based on your usage of developer vs production DocuSign app) and your DOCUSIGN_BASE_URL (example: https://demo.docusign.net).

These certificates need to be added to ADV3.keystore file.