Electronic signatures can be managed through the Momentus Enterprise and DocuSign integration. This requires the purchase of the Electronic Signature Integration license. You will also need to create a DocuSign account and to purchase your own Envelopes from DocuSign.
To configure Enterprise to use DocuSign, you must first complete configuration within DocuSign. To do so, complete the following steps:
Once you configure DocuSign, you can configure Enterprise for electronic signatures. See Configure Enterprise for Electronic Signatures for more information about configuring the software.
Once DocuSign and Enterprise are configured, you can send out your documents for electronic signature. See Send Documents for Electronic Signature for more information.
Configure the DocuSign Account
On purchasing your Electronic Signature Integration from Momentus, you should also set up an account and purchase an envelope package from https://www.docusign.com/. Once your account is set up, you can start adding your DocuSign Users.
Add DocuSign Users
DocuSign administrators must add one DocuSign users for each Enterprise users that needs to send documents for electronic signatures. The DocuSign user account must contain the same email address as the Enterprise user account.
To add DocuSign Users:
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- Sign in to https://account-d.docusign.com/. The Home page displays.
- Click the Settings menu tab.
- Under the Users and Groups heading on the left side of the screen, click Users. The Users page opens and displays the users currently assigned to the DocuSign account.
- Click Add User. The Add User page opens.
- Enter the email address for the user. This must match the email for their Enterprise User ID.
- Click Next.
- Enter the user's profile information.
- Click Next.
- If desired, create an Access Code for the activation process and send the code to the user. When the user activates their DocuSign account, they are required to enter the access code.
- Select the Permission Set for the user.
- Click Add User. A success message displays when the user is created. The newly added user displays a grey pending status until they activate their account.
The new user receives an activation email. The user must click the Activate button in the email to activate their account. A password and security question is required to activate the account. Once activated, the user account displays at an active status on the Users screen.
A user account will be required to complete the electronic signature configuration in Enterprise. This is usually the DocuSign administrator account, but you can use any user account.
Verify the DocuSign account you use to complete the electronic signature configuration in Enterprise does not have Two-Step Verification or New Device Verification activated.
- Sign into DocuSign as the user account.
- Click the user image on the top right of the screen.
- Select Manage Profile. The My Profile page opens.
- Select Privacy and Security.
- In the Sign-In security section, verify the Two-Step Verification is turned off.
- In the Device Security section, verify the New Device Verification is turned off.
Enterprise does not support any form of SSO configuration for communications of the user account used to complete the electronic signature configuration in Enterprise and DocuSign.
Configure Brands
Configure Brands in DocuSign using your organizations logo and color scheme to give your customers a unified experience.
- Sign in to https://account.docusign.com. The Home page displays.
- Click the Settings menu tab.
- Under the Account heading on the left menu, select Brands. The Brands page opens.
- Click Add Brand. The Add Brand window opens. If you have your Brand already created as an .xml file, click Upload Brand.
- Enter the name of the brand in the Brand Name field.
- Click Save. The Branding page opens.
- Update the branding information as needed.
- Click Create Your Theme. The Customize Signing & Email window opens.
- Update the brand settings as needed.
- Click Apply Brand.
Configure a Docusign Environment
The DocuSign environment needs to be set up prior to creating electronic signature configurations in Enterprise. For Sandbox environments in Enterprise, you will need to provide the Integrator Key and Client Secret Key, which will be provided within this DocuSign environment configuration.
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Sign in to https://account.docusign.com. The Home page displays.
- Click the Settings menu tab.
- Click Apps & Keys under the Integrations heading on the left side of the screen. The Apps & Keys page opens.
- Click Add App and Integration Key. The Add Integration Key window opens.
- Enter the new application (environment) name.
- Click Create App. The application information page opens.
- In the General Info section, copy or note the Integration Key. It is needed to configure a Sandbox environment in Enterprise.
- In the Authentication section, click Yes to confirm your application is able to securely store a client secret. Additional options display.
- Click Add Secret Key. When first added, the Secret Key will display in its entirety. Once the configuration is saved, it is masked.
- Copy or note the Secret Key. It is needed to configure a Sandbox environment in Enterprise.
- In the Additional Settings section, click Add URI. A new field displays.
- Enter the Redirect URI. The Redirect URI consists of the Enterprise database URL to which you are connecting your sandbox environment, followed by the DocuSign callback of /api/ElectronicSignature/DocusignAuthCallback. (Example: https://YourSiteDomain.Ungerboeck.com/test/api/ElectronicSignature/DocusignAuthCallback).
- Click Save. You may choose to leave the page open for reference until the Sandbox configuration is complete in Enterprise.
Additional notes:
- The Base URL can be confirmed in the Edit Site Configuration window in Enterprise.
- It could take up to 5 minutes for DocuSign to register the new Redirect URI.
- For Production integration configurations, the system provides the Integrator Key and Client Secret Key. The fields do not display in the configuration window.
- For Production integration configurations, the Momentus team will update the customer Redirect URI.
Required Sending Settings in DocuSign
To allow sending of documents for electronic signature from Enterprise, follow the below steps:
- Sign in to https://account.docusign.com. The Home page displays.
- Click the Settings menu tab.
- Under Signing and Sending heading in the left menu, select Sending Settings. The Sending Settings page opens.
- In the Fields and Properties section, check Enable Custom Email and Language for Each Recipient.
- Click Save.
You are now ready to Configure Enterprise for Electronic Signatures.
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