Configure DocuSign Connect for Approvals

  • Updated

This article provides step-by-step instructions to set up a DocuSign Connect webhook to send real-time signature status updates to VendorPanel - a Unimarket Company Core approvals. This ensures that changes to document signature statuses are immediately reflected in the Core approvals module.

Prerequisites

  • Audience: Admin or a user with access to the DocuSign Admin Portal.

  • Permissions: You must have permissions to configure DocuSign Connect settings.

  • Data: You must have your unique Integration Authentication key, which is required by Core to authenticate incoming requests. Contact VendorPanel - a Unimarket Company if you do not have this key.

  • Environment: DocuSign Connect must be enabled for your DocuSign account.

Steps

1. Access the DocuSign Connect Configuration

  1. Log in to the DocuSign Admin Portal.

  2. In the navigation under Integrations, select Connect.

  3. Under Configurations, select Add Configuration > Custom to open the setup wizard.
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2. Configure Listener Settings

Enter the following details in the Listener Settings section:

  1. Status: Select Active Connection.

  2. Name: Enter a name that clearly identifies the configuration, for example, Sync with VendorPanel - a Unimarket Company.

  3. URL to Publish: Enter your webhook URL in the following format, replacing the placeholders: {VendorPanel Core Base URL}/invokeWebEvent?_event=Sync%20DocuSign&_key=uvFdiDJqXwLoucr9gJLknwNNFvVMkd2E5ZefHefRGFi3tFnEtiX0mcvn91COY8Nd&integration_authentication={Integration Authentication}

    • Replace {VendorPanel - a Unimarket Company Core Base URL} with the base URL of your Core system (e.g., https://app.vendorpanel.com.au/example).

    • Replace {Integration Authentication} with the unique key provided by VendorPanel - a Unimarket Company.

    Note: An example URL looks like: https://app.vendorpanel.com.au/example/invokeWebEvent?_event=Sync%20DocuSign&_key=uvFdiDJqXwLoucr9gJLknwNNFvVMkd2E5ZefHefRGFi3tFnEtiX0mcvn91COY8Nd&integration_authentication=abcd-1234-defg-5678.

  4. Enable Log: It is strongly recommended to enable this for auditing purposes.

  5. Require Acknowledgement: Select Disabled.

3. Configure Event Settings

Enter the following details in the Event Settings section:

  1. Data Format: Select REST v2.1.

  2. Event Message Delivery Mode: Select Send Individual Messages (SIM).

  3. Trigger Events: Expand the Envelope and Recipients block and enable all Envelope Events and Recipient Events.

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4. Select Associated Users/Groups

  1. Select the option Select Users/Groups to include.

  2. Choose the user account whose ID is associated with the DocuSign plugin.

    Note: Contact VendorPanel - a Unimarket Company for assistance if you are unsure which account this is.

5. Configure Integration and Security Settings

  1. Ensure all options in the Integration and Security Settings section are disabled. Authentication is already provided through the webhook URL.

6. Save Configuration

  1. Press Save Configuration.

Results / Validation

After saving the configuration, the webhook will be active, and your approvals in VendorPanel - a Unimarket Company Core should begin receiving real-time status updates from DocuSign Connect.

Troubleshooting

  • "Integration Authentication" Key Missing: You must contact VendorPanel - a Unimarket Company to obtain your unique Integration Authentication key.

  • Updates Not Reflecting: Check the Enable Log setting in Listener Settings to see if DocuSign is attempting to send updates and what the response is.

  • Incorrect User/Group Association: Ensure the selected user in Associated Users/Groups is the one whose ID is linked to the DocuSign plugin.