This topic explains the steps required to integrate DocuSign with Conga Platform. 

Prerequisites 

The following information from your DocuSign Account: 

  • DocuSign admin user API ID
  • DocuSign API account ID
  • DocuSign auth server
  • Integration key
  • DocuSign account base URL
  • DocuSign account ID
  • Private key
  • Public key

To set up DocuSign

  1. Log in to Conga Platform.
  2. Click the menu icon () on the top right corner, and go to Admin Console.
  3. Click Integrations.
  4. Navigate to the eSignature API Connections tab.
  5. Under the Action column, click Configure or Edit for DocuSign. The DocuSign Setup page opens.

  6. Enter the following details: 

    Field NameDescription

    DocuSign Admin User API ID

    		To get the DocuSign admin user API ID, log in to DocuSign as an administrator, go to Settings > Apps and Keys and enter the user ID value in the DocuSign Admin User API ID field.

    DocuSign API Account ID

    		To get the DocuSign API account ID, log in to DocuSign as an administrator, go to Settings > Apps and Keys, and enter the API account ID value in the DocuSign API Account ID field.

    DocuSign Auth Server

    Enter https://account.docusign.com.

    Integration Key

    		To get the integration key, log in to DocuSign as an administrator, go to Settings > Apps and Keys, and enter the integration key value in the Integration Key field.
    DocuSign Account Base URLTo get the DocuSign account base URL, log in to DocuSign as an administrator, go to Settings > Apps and Keys, and enter the account base URI value in the DocuSign Account Base URL field.
    DocuSign Account ID

    To get the DocuSign Account ID, log in to your DocuSign account and, click your profile image in the upper-right corner. Your account number is under your name and/or org name in the drop-down menu. Copy and add it to DocuSign Account ID field. 

    Private Key and Public KeyTo get the private and public Keys, see Creating Apps and Keys in DocuSign Account. 
  7. Turn on the Retrieve as Combined Document toggle button to enable the generation of a single PDF document containing all documents that were signed during the eSignature process.
  8. Turn on the Default Option for Signature toggle button to make DocuSign the default option while sending documents for eSignature.

  9. Turn on the Active toggle button to make the DocuSign option available for selection while sending documents for eSignature. 

    When the Default Option for Signature toggle button is turned on, you can not turn off the Active toggle button.

  10. Turn on the Admin Consent toggle button to grant consent at the administrator level.
    1. Click Save. You are redirected to the DocuSign login page. Enter your email and password to log in.
    2. Select your organization, and click Access.
    3. Click Allow Access to grant consent. 
  11. Keep the Admin Consent toggle button turned off to grant the consent at individual level.
    1. Click Save. You are redirected to the DocuSign login page. Enter your email and password to log in.
    2. Click Allow Access to grant consent. 

The following are the prerequisites to grant consent at administrator level:

  • Your account must include the Access Management with SSO feature. The administrative consent does not require that you install SSO, but you do need the product feature which includes SSO. For testing purposes, if your developer demo account does not include the feature, you can contact DocuSign at go-live@docusign.com and request that the feature be added to your account. Be sure to provide your Developer Demo Account ID.
  • You must claim your email DNS domain via the DocuSign administration tool. A domain can be claimed both by the DocuSign developer demo account and DocuSign production account. 
  • Your users' email domains must match the claimed email domain. 
  • Your integration keys management account must be one of the accounts in the DocuSign organization. 

After granting the consent, you are redirected to the DocuSign setup page. DocuSign is configured in your org. To edit the configuration, click Edit under the Action column.