• Venue and event management in the cloud

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Configuring the Priava Integration in DocuSign

Administrators Only!

Only system administrators can configure Integrations. If you are not an administrator, please consult a member of your team that is an administrator to increase the level of access you have been granted.

Preparing, sending and managing contracts for events and bookings has never been easier thanks to the launch of Priava’s DocuSign integration. DocuSign is the leading provider of e-signature technology, so by using this integration, Priava users can move further away from manual, paper-based agreement processes and shift even closer to running their businesses entirely online.


In this article


DocuSign_Main_Image.png

Beginner's Tip!

Please make sure you have completed all items outlined on the Configuration Prerequisite Checklist and read the How-To instructions prior to configuring this integration.

 

Creating a Connected App in a DocuSign Developer Account

To create a new Connected App in DocuSign: 

  1. Log into the DocuSign application via the following URL with your developer credentials: https://admindemo.docusign.com 

  2. Click the Settings.pngtab in the heading navigation menu

  3. On the Navigation Pane on the left-hand side of the screen, under INTEGRATIONS, select APPS and KEYS 

    Integrations.png

  4. Copy and store your API Account ID and Account's Base URl

    API_Account_ID.png

  5. Click Add_App.png

  6. A popup form titled Add Integration Key will open.  Enter a name for the app and click Create_App.png

      Add_Integration_Key.png

  7. Copy and store the Integration Key (client id)

    Integration_Key_Small.png

  8. Under Authentication, select the Authorization Code Grant option and click%2BAdd_Secret_Key.png 

    mceclip0.png

  9. Copy and store the Secret Key

    mceclip1.png

  10. Under Additional settings, Click %2BAdd_URI.png 

    Additional_Setting.png

  11. Add the relevant Redirect URLs

  12. Click Save.png

  13. Now you can proceed with the developer account and store Account ID Account base URI, Integration Key to update your Priava Integration details.

Checking API Calls

To move from a Developer Account to a Production Account, you must have at least 20 API calls within a 24hr period. To check the number of API calls:

  1. Log into the DocuSign application via the following URL with your developer credentials: https://admindemo.docusign.com 

  2. Click the Setting2.pngtab in the heading navigation menu

  3. On the Navigation Pane on the left-hand side of the screen, under INTEGRATIONS, select APPS and KEYS

    Integrations2.png

  4. Select the relevant App from your list of integrations and click Actions.png

  5. From the drop-down menu, select View API Dashboard 

    mceclip1.png

  6. The API Dashboard for the relevant app will appear

    mceclip0.png

Beginner's Tip!

Generally, each document sent, signed and completed is 3 API calls. So you would need at least 7-10 documents to be sent as tests via your Developer Account within a 24 hour period.

 

Submitting an App for Go-Live Review

To submit an App for Go-Live Review: 

  1. Log into the DocuSign application via the following URL with your developer credentials: https://admindemo.docusign.com 

  2. Click the mceclip0.pngtab in the heading navigation menu

  3. On the Navigation Pane on the left-hand side of the screen, under INTEGRATIONS, select APPS and KEYS 

    mceclip0__1_.png

  4. Select the relevant App from your list of integrations and click mceclip0__2_.png

  5. From the drop-down menu, select Start Go-Live Review

    mceclip0__3_.png

  6. Request App Review popup screen opens. Click mceclip2.png

    mceclip3.png

  7. The status will take up to 20 minutes to change. You can review this by looking at the status under "App Name". Refresh the screen to see the latest status.

    mceclip4.png

  8. Once approved, you will see the "Review Passed" status appear. 

    review_pass.png

Moving from a Developer Account to a Production Account in DocuSign (Go-Live)

To move from a Developer Account to a Production Account in DocuSign:

  1. Log into the DocuSign application via the following URL with your developer credentials: https://admindemo.docusign.com 

  2. Click the mceclip0__4_.pngtab in the heading navigation menu

  3. On the Navigation Pane on the left-hand side of the screen, under INTEGRATIONS, select APPS and KEYS 

    mceclip3__1_.png

  4. Select the relevant App from your list of integrations and click mceclip0__5_.png

  5. From the drop-down menu, select Go-Live Account

    mceclip2.png

  6. You will be prompted to accept the developer terms and conditions. Tick the check box and click Accept
    mceclip0.png

    Note!

    You may need to enable pop-ups in your browser

  7. A new window will appear. Log into the Production Account you want to use to manage the Integration Key using your production DocuSign account credentials and click mceclip0.png

    mceclip2.png

  8. After logging in, a popup message will appear and you will need to Select your Production Account

    5.png

  9. After selecting a Production Account, the status of the Integration Key will change to Pending Approval. The key will be promoted within three business days of reaching this status. 

    6.png

  10. Click mceclip2__1_.png

  11. Once approved, you'll receive an email to say the review process has been completed and your Integration Key has been promoted

    7.png

Logging into a Production Account in DocuSign

You now have to log into the Production (live) DocuSign account to complete the integration.

  1. On the Navigation Pane on the left-hand side of the screen, under INTEGRATIONS, select APPS and KEYS

    mceclip7.png

  2. Copy the API Account ID and Account's Base URI so that you can update these details within your configured integration in Priava Admin

    mceclip8.png

  3. Enter the API Account ID and Account's Base URI in Priava Admin by performing the steps outlined in Configuring the DocuSign Integration in Priava.

Beginner's Tip!

Each user will need to provide consent once to connect their Production DocuSign account with Priava. This needs to be done while the user attempts to send a document via DocuSign by performing the steps outlined in Providing consent for the first time (log in with your developer account).