Server Configuration
Both System Properties and Remote Site Settings must be configured. Initially, you can use a sandbox or demo server to test your DocuSign Services implementation and once you are ready to go live you can switch over to a production server. These two system properties handle that requirement.
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Name |
Description |
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Production Server Pod |
Indicates which server the DocuSign Services integration points to, either DEMO server when using a sandbox account or PRODUCTION server when using a production account. This setting is dependent on the Production Environment? setting. That setting indicates whether it's production or development, while this setting specifies the actual name of the server. You can now specify the value in the following format: https://<instance-name>.docusign.net/restapi/v2/ |
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Production Environment? |
Checking this indicates that the DocuSign production server is to be used. If it is not checked a development/sandbox server will be used. If it is unchecked it will connect to a DEMO server, regardless of what value is in Production Server Pod. |
If the settings mentioned below do not already exist, you must create three Remote Site Settings in the table below. After being set up, these settings need not be changed. Enter the Name, the corresponding URL, and ensure they are Active.
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Remote Site Name |
Remote Site URL |
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DemoDocuSign |
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ProdDocuSign |
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Instance URL |
URL of your Salesforce instance |
