To connect Contract Intelligence (Standalone) to DocuSign

1. Log in to DocuSign
2. Click the Settings tab.
   
3. Click Connect under Integrations on the left menu.
   
4. Click the Add Configuration dropdown and select Custom.
   
5. Name the configuration; for example: "Contract Intelligence DocuSign Connector".
   
   
6. Log in to Contract Intelligence and click the Integrations button ().
   
   
   
7. Click the MANAGE button under the DocuSign tile to edit the connection's settings. 

To set up DocuSign parameters

1. Click Set up DocuSign parameters.
   
   
2. Copy the URL and paste it into DocuSign.
   
3. Check the Include Basic Authentication Header box.
   
4. Copy and paste the username and password into DocuSign.
   
   
5. Select All users (includes new users) and Envelope Signed/Completed. You can manage who has access from the customer portal as described in Setting Access Levels When Sharing a Folder.
6. Click the Add button.
   
7. Click the Done button.
   

To configure DocuSign authentication

1. Return to the DocuSign connection you created in CCI DocuSign Connector
2. Click the Actions dropdown and select Edit.
   
3. Go to Integration and Security Settings, click What's this?; then click the Manage Keys link.
   
4. Click Discard Changes.
   
5. Click Add Secret Key and copy the key provided.
   
6. Click Connect at the top of the screen.
   
7. Select Edit from the Actions dropdown again.
   
8. Check the box Include HMAC Signature - Recommended and click the Save button.
   
9. Click Setting up parameters from DocuSign, paste the HMAC key copied from DocuSign, and click Done.
   

User Access and Ingestion Rules

Choose who will have access to the integration and decide if incoming documents are to be extracted or store-only. Click the Done button.

Authentication

Click the Authentication tab to establish the connection.