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After plugin installation you need to configure it to make it work. It is 2 step-process. First is for ADMIN, second for USER. |
There is a purple icon with a question mark in the top right corner below the name of the section. This is a tutorial that will tell you how to fill in the required fields correctly.
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1. STEP - Below you can find instruction for administrator |
CREDENTIALS
First log in as Jira’s administrator and go to “Apps” (1) in Settings. Then go to Docusign Credentials (2). After that go to DocuSign and get API Account ID (3), Integration Key (4), Account's Base URL (5), select OAuth URL(6) and set RSA key (7). You can check how to get credentials here: DocuSign initial setup - DocuSign for Jira - Confluence (atlassian.net)
Once you obtain credentials from DocuSign fill it as marked on below screenshot and press “Save” (8):
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The order of filling in does not matter: you can start with Credentials or by inserting the RSA key. |
USER SETTINGS
As an admin you have to set up also “User settings” (1). You can find this tab on Docusign settings. Then click “Add user” button. You will see the table with required fields to fill in. Select from the list User name (3), provide E-mail (4) and unique Docusign User ID (5). The last one - you will easly get it from DocuSign: DocuSign initial setup - DocuSign for Jira - Confluence (atlassian.net) .
At the end of the process, click on the icon (6).
ENVELOPE CONFIGURATION
The final tab is the envelope configuration, which is responsible for automatically detecting the location of the signature. These settings can be completed immediately during initial setup or later. They can be set/changed by the administrator at any time.
Envelope configuration allow you to configure global settings related to signatures. In the "Anchor String" (1) field, input a value that enables the application to automatically locate the signature placement. Then, in the "Position from anchor on X-axis" (2) and "Position from anchor on Y-axis" (3) fields, specify how far the signature should be positioned from the designated anchor point. To keep your settings click “Save” (4) button.
Adding envelope settings is optional. However, if the user intends to sign the document and use the automatic option with global settings without setting them up first, the following prompt will appear:
Nevertheless, users will still be able to define their own local settings independently.
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Currently, a global configuration can be defined for all projects. This configuration cannot be deleted, only overwritten. |
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2. STEP - Below you can find instruction for user |
Once all settings have been configured by the administrator, users can begin using the application. However, when using it for the first time, users must submit a one-time request to the administrator for permission. They can do this by accessing their profile in Jira and clicking on "DocuSign Request Permission" (1). Confirm sending request by clicking in the DocuSign request permissions window button “Yes” (2) .
The user will be redirected to the DocuSign website to log in. Once the login has been successful, the user will receive an authorisation message.
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Once both the administrator and user have followed the above instructions, DocuSign is ready to assist with document signing. Detailed steps can be found here: DocuSign for Jira - Confluence (atlassian.net) Sign your document - step by step |