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
Step 2: Add your account
Log into the Admin System, go to "Integrations" from the sidebar, then go to the “DocuSsgn” page and press "Add account"
Complete the fields in the pop-up that appear and press "Add account"
Type = See the section above to understand what to select here
Name = Helps users differentiate between different accounts
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). 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:
Find 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". 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:
Find the Docusign account you want to edit and toggle Restrict to specific members
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:
Press the "Delete account" button at the bottom of the page
In the popup that appears, press "Delete account"
