Preparing, sending and managing contracts for events and bookings has never been easier thanks to the launch of Priava’s DocuSign integration. DocuSign is the leading provider of e-signature technology, so by using this integration, Priava users can move further away from manual, paper-based agreement processes and shift even closer to running their businesses entirely online.
Only system administrators can configure Integrations. If you are not an administrator, please consult a member of your team that is an administrator to increase the level of access you have been granted.
Please make sure you have completed all items outlined on the Configuration Prerequisite Checklist and read the How-To instructions prior to configuring this integration.
Creating a Connected App in a DocuSign Developer Account
To create a new Connected App in DocuSign:
- Log into the DocuSign application via the following URL with your developer credentials: https://admindemo.docusign.com
- Click the
tab in the heading navigation menu
- On the Navigation Pane on the left-hand side of the screen, under INTEGRATIONS, select APPS and KEYS
- Copy and store your API Account ID and Account's Base URl
- Click
- A popup form titled Add Integration Key will open. Enter a name for the app and click
- Copy and store the Integration Key (client id)
- From the left Navigation Pane, click Apps and Keys , Select the relevant App from your list of integrations and click
- Click
- Under Authentication, select the Authorization Code Grant option and click
- Copy and store the Secret Key
- Under Additional settings, Click
- Add the relevant Redirect URLs
- For APAC customers please include:
https://apac-app.priava.com/api/rest/v2/docuSign/authCallback
https://apac-sandbox-app.priava.com/api/rest/v2/docuSign/authCallback - For UK customers please include:
https://eu-app.priava.com/api/rest/v2/docuSign/authCallback
https://eu-sandbox-app.priava.com/api/rest/v2/docuSign/authCallback - For US customers please include:
https://us-app.priava.com/api/rest/v2/docuSign/authCallback
https://us-sandbox-app.priava.com/api/rest/v2/docuSign/authCallback
Note: It might take a few minutes for Redirect URI to get registered with DocuSign
- For APAC customers please include:
- Click
- Now you can proceed with the developer account and store Account ID Account base URI, Integration Key to update your Priava Integration details.
Checking API Calls
To move from a Developer Account to a Production Account, you must have at least 20 API calls within a 24hr period. To check the number of API calls:
- Log into the DocuSign application via the following URL with your developer credentials: https://admindemo.docusign.com
- Click the
tab in the heading navigation menu
- On the Navigation Pane on the left-hand side of the screen, under INTEGRATIONS, select APPS and KEYS
- Select the relevant App from your list of integrations and click
- From the drop-down menu, select View API Dashboard
- The API Dashboard for the relevant app will appear
Generally, each document sent, signed and completed is 3 API calls. So you would need at least 7-10 documents to be sent as tests via your Developer Account within a 24 hour period.
Submitting an App for Go-Live Review
To submit an App for Go-Live Review:
- Log into the DocuSign application via the following URL with your developer credentials: https://admindemo.docusign.com
- Click the
- On the Navigation Pane on the left-hand side of the screen, under INTEGRATIONS, select APPS and KEYS
- Select the relevant App from your list of integrations and click
- From the drop-down menu, select Start Go-Live Review
- Request App Review popup screen opens. Click
- The status will take up to 20 minutes to change. You can review this by looking at the status under "App Name". Refresh the screen to see the latest status.
- Once approved, you will see the "Review Passed" status appear.
Moving from a Developer Account to a Production Account in DocuSign (Go-Live)
To move from a Developer Account to a Production Account in DocuSign:
- Log into the DocuSign application via the following URL with your developer credentials: https://admindemo.docusign.com
- Click the
- On the Navigation Pane on the left-hand side of the screen, under INTEGRATIONS, select APPS and KEYS
- Select the relevant App from your list of integrations and click
- From the drop-down menu, select Go-Live Account
- You will be prompted to accept the developer terms and conditions. Tick the check box and click Accept
You may need to enable pop-ups in your browser
- A new window will appear. Log into the Production Account you want to use to manage the Integration Key using your production DocuSign account credentials and click
- After logging in, a popup message will appear and you will need to Select your Production Account
- After selecting a Production Account, the status of the Integration Key will change to Pending Approval. The key will be promoted within three business days of reaching this status.
- Click
- Once approved, you'll receive an email to say the review process has been completed and your Integration Key has been promoted
Logging into a Production Account in DocuSign
You now have to log into the Production (live) DocuSign account to complete the integration.
- On the Navigation Pane on the left-hand side of the screen, under INTEGRATIONS, select APPS and KEYS
- Copy the API Account ID and Account's Base URI so that you can update these details within your configured integration in Priava Admin
- Enter the API Account ID and Account's Base URI in Priava Admin by performing the steps outlined in Configuring the DocuSign Integration in Priava.
Each user will need to provide consent once to connect their Production DocuSign account with Priava. This needs to be done while the user attempts to send a document via DocuSign by performing the steps outlined in Providing consent for the first time (log in with your developer account).