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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:

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

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

5. 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

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

3. 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.

6. Click the UPLOAD RSA button.

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

8. Add a Redirect URIs as https://www.example.com/callback.

9. Click the SAVE button.

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.

10. 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

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

12. 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.

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.

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.