#Connect an Application for Docusign

To connect an application for Docusign, complete the following configurations.

#Step 1: Get the required information in Docusign

Follow the steps below to get the required information for creating an application connection:

1. Sign in to Docusign and navigate to Admin > Apps and Keys.

   

2. In the Apps and Keys page, copy the user ID and paste it into a safe location.

   

3. Click Add App and Integration Key.

   

4. In the Add Integration Key window, enter an app name and then click Create App. You will be directed to the page of the newly created App.

5. Copy the integration key in the General info section and paste it into a safe location.

6. Click Generate RSA in the Service Integration section, copy the private key, and paste it into a safe location.

7. Click Add URL in the Additional settings section, and then enter the following redirect URL: https://www.avepointonlineservices.com.

8. Configure other settings as needed. When completing configurations, click Save.

#Step 2: Connect your application in Docusign

Follow the steps below to connect your application:

1. Navigate to Organization > Connected Apps.

   

2. In the Connected Apps page, click Authorize Application.

3. In the Add New Application window, select the application you want to connect and configure permissions as follows：

   signature impersonation user_read user_write account_read organization_read group_read permission_read identity_provider_read domain_read user_data_redact asset_group_account_read asset_group_account_clone_write asset_group_account_clone_read organization_sub_account_write organization_sub_account_read

4. When you complete the configuration, click Add. The application will be displayed in the Connected Apps page.

#Step 3: Complete additional configurations for production account

If you are using a production account, you must submit a go-live request to transition your integration to the production environment. For detailed steps, refer to Docusign Go-Live.

After your go-live request is approved, please note that the RSA keypairs used in the developer environment will not be retained. To ensure consistency, you must use the same public key as in the developer environment for your production account setup. Follow the steps below to upload the public key from the developer environment.

1. In the production environment, find your app, click Upload RSA and upload the public key from the developer environment.

   

2. In the Redirect URLs field, enter the following URL: https://www.avepointonlineservices.com/.

3. Click Save to save changes.

4. If you are using an organization-level account, navigate to Organization > Connected Apps.

   

5. In the Connected Apps page, click Authorize Application.

6. In the Add New Application window, select the application you want to connect and configure permissions as follows：

   signature impersonation user_read user_write account_read organization_read group_read permission_read identity_provider_read domain_read user_data_redact asset_group_account_read asset_group_account_clone_write asset_group_account_clone_read organization_sub_account_write organization_sub_account_read

#Step 4: Create an application connection in AvePoint Online Services

Follow the steps below to create an application connection in AvePoint Online Services:

1. In AvePoint Online Services, navigate to Management > App management > Application connection, and then click Create on the action bar.

2. In the Create application connection panel, complete the following settings:

   • Profile name – Enter a name for your connection profile.

   • Description – Enter a description for the connection for future reference. This field is optional.

   • Select application – Select DocuSign from the drop-down list.

   • Select service – Select Cloud Backup for SaaS Applications from the drop-down list.

     NOTE

     Select the My account is organization account option if you use an organization-level Docusign account.

   • Integration key – Enter the integration key of your application.

   • Authentication server – Enter the authentication server.

     • If you use a developer account or a production account, enter the following: account-d.docusign.com.

     • If you use a standard account, enter the following: account.docusign.com.

   • Impersonated user ID – Enter the user ID copied from Docusign.

     NOTE

     The user must have the Docusign administrator role.

   • Private key – Enter the private key copied from Docusign.

3. After completing the configuration steps:

   • If you are using an organization-level Docusign account, click Save to save the connection.

   • If your Docusign account is not organization-level, click Consent to authorize your application connection for Docusign. Once consent is granted, the application connection will be established.

Once you have created the connection profile, it will appear on the Management > App management > Application connection tab. Your application will now be connected. If needed, you can select a connection profile to Edit or Delete it.