Integrating DocuSign with Legatics enhances your workflow by enabling seamless document signing capabilities directly within the platform. This guide provides a step-by-step approach to setting up and managing the DocuSign integration, ensuring your users get a smooth and efficient signing process.
Tip: To understand how the integration works for users, read this collection
Overview
Integration approach
Legatics integrates with your Docusign account via the General Connector. Using this approach you authorise Legatics (identified by our Integration Key), to connect to your Docusign account (identified by your API Account ID).
Note: If you need a technical understanding of how the integration works, consult our security whitepaper
Core features
Use your account: We connect directly with your Docusign account. That means that documents are sent to, and managed in, your Docusign environment.
Connect multiple 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.
Restrict to members: You can restrict what Members can use the Docusign integration
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 |
Limitations
Hosting matter: You can only use your Docusign accounts inside matters you're hosting. If you've got signing permissions in another customer's matter, you won't be able to use Docusign.
Template envelopes: When you push documents into Docusign, there's no ability to select template envelopes from your account.
Connecting a Docusign account
Tip: If you're connecting multiple Docusign accounts, you'll need to follow the process below for each account
Step 1: Get your API Account ID
Log into your Docusign account and go to the Admin page
Select Apps and Keys from the left sidebar under the Integrations section
In the My Account Information section, copy the API Account ID.
Step 2: Add your account to Legatics
In the Admin System, go to Integrations > DocuSign and press Add account
Complete the below fields in the pop-up that appear and press Add account
Type | Developer or Production |
Name | The name of your DocuSign account. This is displayed to users, so make it simple to understand. |
API Account ID | Copy this from step 1 |
Your account is now connected, but isn't available to users. At this point you may want to make configurations (see below).
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.
Note: Configurations can be made to enabled and disabled accounts
Email template
You can prepare a template email, which is used whenever users create an envelope from Legatics. To add and edit an email template:
Go to the Docusign account you want to edit and toggle email template
Fill in your email subject (max 100 characters) and email body (max 10,000 characters) and press Save
Tip: To turn off an email template, simply toggle it off
Restrict to specific Members
Your Docusign integration is only available to Members. You can further restrict what Members can use a specific Docusign account.
Caution: 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:
Go to the Docusign account you want to edit and toggle Restrict to specific members
Search for the Members you want to restrict the account to (you can search by user name or email) and press on the Member.
Repeat this for any additional Members.
Press Save to apply your changes.
Enabling the account
Once you're happy with how the account is set up, you need to make it available to users. To do this press the toggle at the top right of the account. This will make the account visible to your users.
Disabling the account
To disable an account, press the Enable toggle in the top right of the account screen.
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
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
Good to know: There is no other impact on documents already signed with the account. And your users can "un-link" documents stuck in the disabled account, so they can be sent to another DocuSign account.
Deleting the account
This can be useful for accounts that were used for testing. But, generally, we recommend disabling accounts, not deleting them.
Caution: 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:
Press the Delete account button at the bottom of the page
In the popup that appears, press Delete account