DocuSign Integration

Admin Guide

Audience

Technical audiences with some knowledge of integration technologies who want to integrate BRYTER with DocuSign.

Please note that this is a premium feature which needs to be enabled by your dedicated Customer Success Manager. For further information, please reach out to your BRYTER Customer Success Manager or support@bryter.io. Additional pricing may apply.

DocuSign integration vetting process

DocuSign does not allow direct integration with their production platform until the completion of a successful vetting process on a DocuSign sandbox system.
For more information, see DocuSign API documentation.

This process flow chart shows the steps in the integration process.

Before you start

To create and access the keys used to integrate BRYTER with DocuSign, you will need to:

1. Sign up for a DocuSign sandbox account.
   You can create and access the sandbox from the DocuSign Developer Page. Once you are inside the sandbox, you will need to create an app in Admin > Apps and Keys > Apps and Integration Keys > My Apps > Integration Keys.
   When the app is created, an integration key will be generated automatically.
2. In the sandbox, navigate to Admin > Apps and Keys > Apps and Integration Keys > My Apps > Integration Keys and add https://bryter.io to the Redirect URIs field.
3. Click the Save button.
4. Ask your system administrator to create a DocuSign user account (with an email address) to use only for DocuSign messages (see the impersonated-user-guid parameter below).
   As this email address will receive large volumes of email messages from DocuSign, avoid using:
   - any personal email address such as john@example.com
   - any company address such as info@example.org

5. For granting access you will need to create a URL, that will lead you to the page where you have to sign up with the user id intended for the integration. Please make sure, that:

   1. The user have been created in the same environment, as the app you have set up for Bryter (account-d or account/ test or prod)

   2. You are logged in with this user ID before you clicking the generated link.

You can use this module to automatically generate the URL:

https://app.bryter.io/s/W_rzNamTT6anAwGplaFg8w/docusign-grant-access-url-generator

You can manually create the URL following the steps below:

1. 1. Add the impersonated_user_guid from the same user (step 4) and the Redirect URI from the created app to the URL to grant consent.
   2. Create a URL by replacing the parameters from the app and user ID in this link : https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature%20impersonation&client_id={{INTEGRATION_KEY}}&redirect_uri=https://www.docusign.com or the URI you added to the account (usually https://bryter.io)

Parameters:

account: account-d.docusign.com OR account.docusign.com

impersonated_user_guid

redirect URI

Examples:

For the promoted or production account:

https://account.docusign.com/oauth/auth?response_type=code&scope=signature%20impersonation&client_id=a3aa6fe7-deec-4091-ba0d-a7a148464a57&redirect_uri=https://bryter.io

For the demo account:

https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature%20impersonation&client_id=db3a978a-341d-478d-bf1d-0036f12edc7f&redirect_uri=https://bryter.io (edited)

Configuration

One BRYTER integration configuration connects a single DocuSign user account. We recommend connecting user accounts with DS Sender permissions — not the default DS Admin permissions.

Parameters

Secrets

-----BEGIN RSA PRIVATE KEY-----\\nMIIE...more private key content here...JlO3WKD==\\n-----END RSA PRIVATE KEY-----