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Configuring DocuSign

When Forms Builder is installed, it is installed with an out of the box test account.  Clients can create a developer account (sandbox) for test purposes at the following url:  https://www.docusign.com/developer-center

Customers wishing to integrate with DocuSign need to obtain their own licensing information with DocuSign to use in a live environment. Based on the customer’s location, DocuSign assigns a region and provides URLs and credentials to the customer. This information needs to be updated in the DocuSign Configuration window. 

To update the DocuSign Configuraton

1. Click on Configuration in the bottom left corner of Forms Builder to access the Configuration window and select the DocuSign tab.

   

2. Complete the following fields on the DocuSign tab:

   Field	Description
   API URL	URL received from the DocuSign
   Credential API	URL that validates the user’s login credentials for the DocuSign API
   API Account ID	Your DocuSign account number
   API User Email	Your email address
   API Password	API password (optional)
   Integrators Key	Integrator key is preconfigured by Campus Management Corp.

3. Once the DocuSign configuration is complete, reset IIS or wait an hour for the changes to take effect.

Help Build: Tuesday, August 29, 2017

Forms Builder Version 2.3.1  |  © 2016 Campus Management Corp. All rights reserved. |  www.campusmanagement.com