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Docusign integration

Setup and manage your integration

Ryan Turner avatar
Written by Ryan Turner
Updated over a week ago

This article will help you setup your integration, and learn more about Docusign's integration approach

To understand how the integration works for users, read this article


How the integration works


Legatics integrates with your Docusign account via the General Connector. Using this approach you'll authorise Legatics (identified by our Integration Key), to connect to your Docusign account (identified by your API Account ID).

If you need a technical understanding of how the integration works, consult our security whitepaper

Feature

Explanation

Use your Docusign account

We connect directly with your Docusign account. That means that documents are sent to, and managed in, your Docusign environment.

⚠️ We don't embed DocuSign as a service within Legatics

Connect multiple Docusign accounts

You can connect multiple Docusign accounts to your Legatics environment

Template email

You can specify a template email for every Docusign account you add to Legatics. Once specified, Legatics will apply the template email to every Docusign envelope that your users create

Availability

Available to all of your Members, but only in matters that you are hosting

Restrict to specific Members

You can restrict what Members can use the Docusign integration

⚠️ We only recommend doing this when you're testing an account. Hidden features will impact adoption.


Developer v Production accounts


Docusign provides Developer Accounts (also known as Demo Accounts) and Production Accounts. The differences between the two accounts are set out below.

Developer

Production

Purpose

For development and testing

For sending actual documents

Legality

Agreements aren't legally binding

Agreements are legally binding

Feature set

All features available

Only purchased features available

Log in URL

Base URL

https://{datacenter}.docusign.net

How they appear in Legatics

Only appear in our demonstration matters

Appear in demonstration and live matters


Connecting a Docusign account


Step 1: Get your API Account ID


  1. Log into your Docusign account and go to the “Settings” page

    ✅ To get the API Account ID for:

    - Demonstration Accounts, log in here

    - Production Accounts, log in here

  2. Select "Apps and Keys" from the left sidebar

  3. Copy and paste the API Account ID.


Step 2: Add your account


  1. Log into the Admin System, go to "Integrations" from the sidebar, then go to the “DocuSsgn” page and press "Add account"

  2. Complete the fields in the pop-up that appear and press "Add account"

    1. Type = See the section above to understand what to select here

    2. Name = Helps users differentiate between different accounts

    3. API Account ID = Copy this from Step 1

  3. Your account is now connected, but isn't available to users. At this point you may want to make configurations (see below). If not, then to make it available to users, press the "Enable" button


Configuring a Docusign account


Once a Docusign account is connected, you can configure it in a number of ways. The section below sets out the configuration options available to you.

Configurations can be made to enabled and disabled accounts


✉️ Email template


Lots of law firms have template Docusign emails. These help ensure that lawyers are following best practice when sending documents with Docusign. But they're often lost in knowledge documents or the intranet.

With this feature, you can deliver this knowledge directly to lawyers. It lets you create a template email, then when users create an envelope from Legatics, your default template will be automatically added to the envelope. This saves lawyers lots of time, and helps keep you compliant.

To add and edit an email template:

  1. Find the Docusign account you want to edit and toggle email template

  2. Fill in your email subject (max 100 characters) and email body (max 10,000 characters) and press "Save". After you press save, your template wording will be applied to new emails. Magic!


✋ Restrict to specific Members


Your Docusign integration is only available to Members. You can further restrict what Members can use the Docusign integration for a specific account.

If you restrict the account to specific Members, then no other member can (for the restricted account):

  • send documents

  • open an envelope from Legatics

  • download completed envelopes to Legatics

  • view certificates of completion and envelope history

We only recommend using this feature when you're testing that the integration is working as expected. Limiting access to Docusign limits reach of the feature, and can impact adoption.

To restrict an account to specific members:

  1. Find the Docusign account you want to edit and toggle Restrict to specific members

  2. Search for the Member(s) you want to restrict the account to (you can search by user name or email) and press on the Member. You can then repeat this for any additional Members. Press Save to apply your changes.


🔴 Disable


There may be times when you need to disable a Docusign account.

When you disable an account, users won't be able to send documents to that account.

It will also impact documents that have been sent to Docusign, and not downloaded back to Docusign. Specifically, your users won't be able to:

  • Get status updates on envelopes and signatories

  • Remove the document from Docusign

  • Download the document from Docusign

  • Open the document in Docusign

There is no other impact on your documents. They will still be available in Legatics. And your users will be able to "un-link" documents stuck in the disabled account, so they can be sent to another DocuSign account.

To disable an account, press the "Enable" toggle


🗑️ Delete


This is useful for accounts that were used for testing. But, generally, we recommend disabling accounts, not deleting them.

Deleting an account has the same impact as "Disabling" an account, except that all of the data about your account is deleted.

To delete an account:

  1. Press the "Delete account" button at the bottom of the page

  2. In the popup that appears, press "Delete account"

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