DocuSign Connector Configuration Guide

Change Summary

Overview

TechnoMile Agreement Management, which can be used with both Contracts and Opportunities, offers the ability to digitally execute agreements by sending them for e-signature.

This guide walks you through the configuration steps required to enable the Agreements DocuSign feature in your organization.

Audience

• DocuSign Administrators

• Salesforce Administrators

• IT Support

Prerequisites

• Ensure that Contracts Suite - Sales Cloud Edition is already installed and configured. The version of this package must be 2025.1 or higher.

Components

DocuSign Connector syncs data from Salesforce into DocuSign and vice-versa.

This section provides technical details of the architecture and security requirements for the DocuSign Connector.

Configure DocuSign Settings and Create an App

1. Log in to your DocuSign account.

2. Enter your email address and click Continue.

3. Enter your password and click Log In.

4. Go to Settings.
   

5. Navigate to the Integrations section and locate Apps and Keys.

6. To create an App, click Add App And Integration Key.
   

7. Enter App Name and click Create App.
   

8. Under User Application, choose Yes, select Require Proof Key for Code Exchange (PKCE), and click Add URI.
   

9. Enter URI value as http://localhost/, and click Save.
   The App is now created in DocuSign.

Connect DocuSign to Salesforce

IMPORTANT

Note that the last Salesforce login on your browser must be of the same instance on which you wish to configure DocuSign, for successful OAuth Authentication.

1. In DocuSign settings, go to Integrations and click Connect.

2. Click Add Configuration and select Salesforce.
   

3. Choose Production and OAuth - Recommended and click Connect with OAuth.
   

4. Click Allow.
   A success message displays indicating that DocuSign has been connected to Salesforce.
   

5. Under Associated Users, choose All users.
   

6. Click New Object and select Salesforce Object.
   

7. Click the Salesforce Object drop-down menu and select Agreement.
   

8. Under Select Where, select DocuSign Field as Envelope ID and Salesforce Field as EnvelopeId (string).

   

9. Similarly, under Update Fields, select DocuSign Field as Envelope Status and Salesforce Field as Envelope Status (string).
   

10. Under Attachments, select the Attach DocuSign Envelopes checkbox, then select Filename as Document Name+.pdf and Contents as Document - one per PDF Document, and click Save.
    Here, you can also select the Attach DocuSign Certificate checkbox, if required.

    

11. Click New Object and select Salesforce Object.

    

12. Click the Salesforce Object drop-down menu and select Signatory.

    

13. Under Select Where, select the following:

    • DocuSign Field as Envelope ID and Salesforce Field as EnvelopeId (string).

    • DocuSign Field as Recipient Email and Salesforce Field as Email (email).
      

14. Similarly, under Update Fields, select DocuSign Field as Recipient Status, and Salesforce Field as Status (string).
    

15. Click Save.

16. For both Agreement and Signatory objects, click Actions and select Activate.
    Both objects are activated.
    

17. Select all Envelope Events and Recipient Events and click Save.
    

18. For Salesforce application, click Actions and select Activate.
    The Application is activated.
    

Configure DocuSign Configuration Page

1. In a new tab, log in to your Salesforce account.

2. Open App Launcher, enter DocuSign Configuration Page in the search bar, and click DocuSign Configuration Page in search results.
   

3. Click the gear icon.

4. Enter Authentication URI as https://account-d.docusign.com.

5. Enter Account Base URI as https://demo.docusign.net.

6. Go back to the DocuSign Settings tab and under Integrations, click Apps and Keys.

7. Click the Copy to Clipboard icon next to Account Base URL in the My Account Information section.

8. Go back to your Salesforce Org tab and paste it in the Account Base URI field.
   

9. Similarly, perform these steps again for the API Account ID and User ID fields.
   

10. Go back to the DocuSign Settings tab, click Actions against the App created previously, and select Edit.
    

11. Under Integration Key, click the Copy to Clipboard icon in the General Info section.
    

12. Go back to your Salesforce Org tab and paste it in the Integration Key field.

13. Go back to the DocuSign Settings tab and click Generate RSA.
    

14. Click and drag your cursor to highlight the Private Key excluding the first and last lines (that are -----Begin RSA Private Key----- and -----End RSA Private Key-----) and press Ctrl+C.
    

15. Go back to your Salesforce Org tab, paste it in the RSA Private Key field, and click Submit.
    

16. Click Grant Consent.
    

17. A new tab opens as the DocuSign permission page, click Accept.
    

18. Go back to the DocuSign Settings tab and click Close.

19. Click Save.

    NOTE

    Only a System Administrator can edit the fields on the DocuSign Configuration page.

    

Configure Remote Site Settings

1. Click the gear icon and select Setup.
   

2. Enter remote site settings in the search bar and click Remote Site Settings.
   

3. Click New Remote Site.
   

4. Enter Remote Site Name as docusignAuth and Remote Site URL as https://account-d.docusign.com, and click Save.

5. Similarly, create another Remote Site with Remote Site Name as docusign and Remote Site URL as https://demo.docusign.net.
   The Remote Sites are created.
   

Assign Permission Set

1. Go to Permission Sets using Setup search.
   

2. Open the Agreements Full Access Permission Set.
   

3. Click Manage Assignments.
   

4. Click Add Assignment.
   

5. Select a user and click Next.
   

6. Click Assign.
   Permission Set is assigned to the selected user.

   Click Done.
   

Email Template Configuration

NOTE

The following steps are optional.

1. Go to Classic Email Templates using Setup search.

2. Select Folder as DocuSign Email Template and click DocuSign Send Envelope Email Template.

   

3. Click Edit Properties.
   

4. Select the Available For Use checkbox and click Save.
   

5. Click Edit Properties again.

6. Select Field Type as Agreement Fields and under Select Field, click any field.

7. You can then copy the Copy Field Merge Value, paste it in the Subject field by replacing the text as highlighted, and click Save.
   
   

8. Click Edit HTML Version.

   

9. Select Field Type as Agreement Fields and under Select Field, click any field.

10. You can then copy the Copy Field Merge Value, paste it in the Subject field by replacing the text as highlighted in the HTML Content Section, and click Save.
    

DocuSign Configuration Requirements

1. Perform all the steps mentioned in the following article, to promote your DocuSign Developer account to a Production/Go Live account.

2. Perform all the steps mentioned in the Connect DocuSign to Salesforce section again.

3. Go back to DocuSign Configuration Page using App Launcher and edit its current Authentication URI to https://account.docusign.com and its Account Base URI to https://{server}.docusign.net

4. Go back to Remote Site Settings using Setup search and edit docusignAuth current Remote Site URL to https://account.docusign.com and edit docusign current Remote Site URL to https://{server}.docusign.net.

   NOTE

   {server} is the data center location of your Production/Go Live account such as CA, NA2, or EU.