Configuring DocuSign Connect Service Settings

The DocuSign website allows you to configure DocuSign to publish information to an external web service. This topic covers configuring DocuSign to publish information to the Laserfiche DocuSign import web service.

To configure a DocuSign Connect service follow the steps below:

  1. In DocuSign, view yourDocuSign Settings.
  2. Under Integrations, click Connect.
  3. Under Add  Configuration, click Custom.
  4. In the URL to publish to option, specify the URL to the Laserfiche web client DocuSign import web service. By default, the URL will look similar to:

    5. https://WebServer/DocuSignConnectService/receivepdf

    Note: Your web server must be able to connect to services outside your network (for example, via a DMZ).

  5. In the Name option, specify a display name for this DocuSign Connect service.
  6. Enable the Legacy data format option.
  7. Enable the Aggregate event message delivery mode.
  8. Enable the following general options:
    • Enable Log (maximum 100)
    • Require Acknowledgment
  9. In the Envelope and Recipients section, enable the following options:
    • Document PDFs.
    • Time Zone Information
    • Include Sender Account as Custom Field
  10. In the Trigger Events for Envelope and Recipients section, configure when DocuSign will send information to the Laserfiche web client. The Laserfiche web client supports the following event types:
    • Envelope Completed/Signed
    • Envelope Declined
    • Envelope Voided
  11. In the Associated Users/Groups section, specify which DocuSign users will be affected by the Laserfiche web client integration.
  12. Click Add Configuration.

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