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Enabling the Request Signature with DocuSign Option in the Laserfiche Web Client

The Laserfiche web client includes an integration that allows you to directly request a DocuSign signature on existing documents in your Laserfiche repository. Enabling this option in the Laserfiche web client requires additional configuration:

Note: The DocuSign integration is only used with the Laserfiche web client. It is not supported with the Laserfiche Windows client.

Configuring WebAccessConfig.xml

  1. Log in to the DocuSign website with an administrator account and view Settings.
  2. Under the Users and Groups section, click Users.
  3. Open the user that you want the Laserfiche web client to use to connect to DocuSign.
  4. Ensure that the Allow send on behalf of other users through API permission has been enabled for this user.
  5. Note the email address, application password, and API Account ID for this user (they will be used in later steps).
  6. Enable the Send on Behalf Of Rights option for this account.
  7. Browse to the web client configuration page. By default, the configuration page is available at https://webclienthostname/laserfiche/Configuration, where webclienthostname is the name of the server where the web client is installed.
  8. Click the Services page and view the General Services tab.
  9. Turn on the DocuSign Integration option and fill in the API Account ID, email address, and password you noted in step 5.
  10. Save you changes.

Associating your DocuSign account with your Laserfiche user account

Each user in the Laserfiche web client who wants to send documents to DocuSign must associate their Laserfiche user account with a DocuSign account. The Laserfiche web client uses this account to retrieve DocuSign templates and address book information.

  1. Sign in to the Laserfiche web client with your account.
  2. Click the Options link under your name in the upper right corner of the site.
  3. In the Options page, view the Advanced tab.
  4. In the DocuSign Account section, type in your DocuSign credentials (as noted in the Configuring WebAccessConfig.xml section, above) and click Validate.

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