Introduction and preparation
The following is a guide to setting up the DocuSign integration.
Preparation for setup
In order to activate and use the DocuSign integration, you as a company need to have both a Developer account and a regular account with DocuSign. Please contact DocuSign directly for information on setting these up.
Tip: Keep your company's DocuSign account open in a different tab or window while setting up the integration in Emply. The following Keys must be used from DocuSign during setup:
- Integration Key
- Secret Key
- RSA Keypairs
Setting up the integration
Go to Settings > Integrations > find 'DocuSign' and click Enable.
Copy the 'Redirect URI' by clicking the copy icon on the right (red arrow).
- The green arrows indicate where to paste the Keys from DocuSign.
- The yellow arrow shows where to switch between demo and production environment. Please note that when testing/demoing, 'Use production environment' should not be enabled.
Then the copied 'Redirect URI' must be added in DocuSign, under 'Apps and Keys'.
Copy the 'Integration key' from DocuSign and paste it into Emply (green arrow).
Copy the 'Secret Keys' from Docusign, under 'Signing and Sending' and paste this into Emply (green arrow).
Under 'Integrations' in DocuSign, generate RSA Keypairs, then paste into Emply under 'Private key' (green arrow).
Once the 'Integration Key', 'Secret Key' and 'Private Key' are filled in Emply, click on 'Connect' after which you need to log in and fill in the DocuSign credentials.
Once you have logged in and granted access to the integration, add the template.
The template must have a title. In addition, you need to select where the template will be available (Candidate, Onboarding, Employee).
Next, the email message needs to be created, by filling in the subject as well as the message (you can use merge fields in the message).
Then you need to choose which signatories to associate and whether recipients should sign one by one (in the order they are listed, in the example below). In addition, you need to choose whether signatories can be changed before sending.
Finally, you need to select which departments, users, and roles will have access to the template. Finish by pressing 'Save'.
The integration is now activated and you can start sending documents for digital signature.
Please note that templates can be modified/added afterwards by clicking on 'Activated'.
Once the template is filled in click 'Save'.
If you want to read more about how to send documents for digital signature, please read the article Digital signing.
If you want to read about setting up a template for contracts, you can read more in the article Create export file - document.
Check out DocuSign's own articles, for example on how documents are signed and how the signatory adds their signature to the document: