DocuSign initial setup

Owned by Małgorzata Popiołek
Last updated: 19/Jul/24 by Aneta Bukowska
5 min read

(1) To ensure the proper functionality of the Docu application, administrators need to configure essential settings such as the API, Account ID etc. This documentation provides guidance on locating and inputting these settings within the application interface.

(2) A standard user will be able to individually connect to DocuSign for Jira in their account but will need to provide the necessary information to their administrator during configuration on the Jira side.

Using the example of a developer account https://developers.docusign.com/ , the documentation shows the step-by-step process.

1. Configuration by admin/standard user

  1. As an admin log in to your account and choose “My Apps & Keys”.

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My Apps & Keys

You can see here global User ID (1), API Account ID (2) Account Base URI (3), “ADD APP AND INTEGRATION KEY” button (4).

 

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Apps and Keys

Account Base URI (3) can be created in a :
a) developer environment or

b) production system.
It is important not to mix environments during further configuration, as the application will not be able to connect to the correct authentication URI.

 

 

 

  1. Add your application and generate the Integration Key by clicking on “ADD APP AND INTEGRATION KEY” button (4).

  2. Type in App name (1) of your choose and click “Create App” (2)

 

  1. Here you can get Integration Key (1) RSA keypair (2). 

     

It's crucial to note that you must generate a RSA key pair (1) and copy Private Key (2). This key pair is utilized for JSON Web Token (JWT) authentication and remains valid only for the environment in which it's generated.

 

 

 

 

The RSA keypair can also be generated later when configuring the application in Jira.
To do this, back to “My Apps & Keys” → App and Integration Keys section → click the Actions button (1) next to created app → select Edit (2) from the drop down list → go to Service Integration and click + Generate RSA. Copy the RSA keys to a secure location immediately after DocuSign generates them.

  1. Next you need to define Redirect URIs (1) with following pattern:

(2) https://prod.docusign.ttae.com.pl/callback/docusign

(3) https://prod.docusign.ttae.com.pl/rest/callback/docusign-permission

 

 

After setting all of those press Save (4)

2. Application sharing between multiple users

It is also possible to connect multiple users to a shared application. To do this, you must be logged as an Admin into your account and open https://admindemo.docusign.com/ Then go to the Users and Groups → Users (1) tab. After clicking the blue Add User button (2), you will be taken to the next page and asked to enter new user’s email address (3).


The next step is to enter profile information (4).

For security purposes, an access code (5) is also required to activate the account membership.

 

Finally, specify the user's access permissions (6) and complete the process by clicking the Add User button.


The added user should appear in the list of users with the status Pending. The status will change to Active once the account has been activated via the email sent to the previously specified address. During activation, the application will ask user for a security code (7), after which he will need to log in to his account.

A correctly added user should see the Apps & Keys section in the list of available applications (8). From there, and from the specific application, user will need to enter all the data required for configuration.