Docu Sign integration

Purpose

This article provides step-by-step instructions for configuring DocuSign integration with Casengine to enable seamless electronic document signing.

Step 1: Configure DocuSign Portal

1. Register and Login

   • Go to DocuSign Developer Account.
   • Log in or create a new account.

2. Create an App and Key

   • Navigate to Admin> Integrations > Apps and Keys.
   • Click on Create App and Key to start the integration setup.
   • After creating the app, copy the User ID and Integration Key for later use.

3. Edit Service Integration Settings

   • Under your newly created app, go to Actions > Edit Service Integration.
   • Generate or Upload Key:
     • DocuSign can generate a key pair for you, or you can upload your own public key.
     • To generate a new key, click Generate New Key.
     • Copy the private key generated and save it as a file named private.key.

4. Configure Additional Settings

   • In the Additional Settings section, locate Redirect URIs.
   • Add the URL of your Casengine application, such as

     https://cedevtenant1.casengine.app//AppSetting/AppSetting
     

     Note: Be sure to include two slashes (//) before AppSetting.

5. Save the Settings

   • After completing all steps, click Save.

Step 2: Configure Casengine Portal

1. Go to Integration Settings

   • In Casengine, navigate to Settings > Integration.
   • 

2. Configure DocuSign Settings

   • Find the DocuSignoption and enter the following details:
     • Client ID: Enter the Integration Key copied from the DocuSign portal.
     • User ID: Enter the User ID from DocuSign.
     • Auth Server: Use the following as an example, replacing with your specific DocuSign environment if necessary: account-d.docusign.com Production environment: https://account.docusign.com 
     • Generate RSA : Generate key and copy the private key starting from -----BEGIN RSA PRIVATE KEY----- to a file named: private.key
     • Attach Private Key: Upload the private.key file generated from DocuSign.
   • 
   • 
   • 
     
   • Add URI : https://cevxtenant1.casengine.app//AppSetting/AppSetting
   • 
     
   • Save the Configuration
3. 
   
   • Once all information is entered, click Save.

Note: Ensure that all details match exactly as configured in DocuSign to prevent authentication issues.