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Date

Change

January 2025

Clarified configuration steps. Separate steps for Individual and Enterprise accounts.

September 2024

Initial Version

Overview

This guide explains how to add your DocuSign credentials to Docupace. To configure the integration, you must generate an app password in DocuSign. Then, you need to add it to Docupace. Once you complete this task, signees will see your name will appear in the subject line when DocuSign sends notification emails.of notification emails sent by DocuSign to signees.

Until recently, applications such as Docupace could connect to your DocuSign account using your DocuSign username and password or the DocuSign username belonging to an elevated admin account. This was called the “Send on Behalf of” (SOBO) configuration. DocuSign is retiring and replacing both these methods with an App Password.

What is an “App Password?”

An App Password is a key for allowing you to access your DocuSign account, which is used exclusively for integrations with other systems. It is separate from the login information you enter into the DocuSign web portal.

Note: Users cannot log into the DocuSign web portal using an App Password. This key can only be used by integrated systems.

How to Generate Your App Password

First, you must log into DocuSign and generate an App Password to continue using your DocuSign-Docupace integration.

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Log into the DocuSign Account Portal.

Image depicting a user logging into DocuSign, showcasing the login interface and input fields for credentials.Image Removed

Tip

Tip: If you do not know your password, enter your email address and select NEXT. The “Reset password” link is on the next page.

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Click Settings Tab.

The DocuSign eSignature Settings page, featuring options for account management.Image RemovedIn DocuSign, click the icon with your initials in the top right corner and click Manage Profile.

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Scroll down until you find INTEGRATIONS > Apps and Keys listed Open the Privacy & Security section in the left -side navigation menu.Settings page of a DocuSign eSign account, scrolled down to the Integrations section. Apps and Keys is highlighted.Image Removednavigation panel (1), locate the Additional Security section (2), and click GENERATE APP PASSWORD (3).

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In the My Account Information section, you take note of the following information.

  1. User ID

  2. API Account ID

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Generate App Password dialog, add a Custom Name (1) for the new password and click the GENERATE APP PASSWORD (2) button.

Tip

Tip: We recommend using Docupace as the Custom Name.

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Copy the generated App Password (1) and record it in a secure place. It will only be displayed once! Then click GOT IT (2) to return to your profile page.

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Log into Docupace and add the App Password to one of the following locations based on the type of DocuSign Account(s) your site uses:

Audience: Advisors or Site Admins

Info

Feature: DocuSign is one of the eSign integrations available in Docupace. DocuSign can include your name in the notification email’s subject line.

How to Add an App Password to Docupace

You must copy this password and paste it into your user configuration on the Docupace site. Depending on your site's DocuSign configuration, it can go in three different places.

Each User has Their Own Docusign Account

If each user has their own individual DocuSign account, then each user needs to generate their own App Password and add it to their User Profile.

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Log into Docupace

in a new tab. In the upper left

. Click your User Name (1) in the upper-right corner of the page

, click your username

,

and

then click Settings (2).

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On the Setting page in Docupace, click Docusign.

Locate the eSign Credentials section and click DocuSign (1).

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In the Details section:

  1. If the field is blank, enter

the Docusign

  1. your DocuSign User ID

from Step 4 into the corresponding field in Docupace.4f3227bb-8102-4b5e-8480-9cdeb60e20d4.pngImage Removed
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In the Details section, enter the Docusign API Account ID from Step 4 into the corresponding field in Docupace.

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In DocuSign, click the circle in the top right corner and click Manage Profile.

fc952c5f-5a4e-4149-b1c0-03098fc2ff43.pngImage RemovedReturn to Docupace, paste the App Password

  1. (1) (your email address).

  2. Paste the App Password from Step 5 of the previous set of instructions into the DocuSign Password field (2).

  3. Enter the DocuSign Account ID (3) in the format XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX.

Note

Where to find the DocuSign Account ID?

DocuSign refers to this ID as the API Account ID. Request the DocuSign API Account ID from your DocuSign Administrator.

Only users with access to Admin tools in their DocuSign account can retrieve the ID themselves. To do this, open the Admin menu in DocuSign and go to INTEGRATIONS > Apps and Keys > My Account Information section.

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Click

Privacy & Security, and locate the Additional Security section. Click GENERATE APP PASSWORD.842e001a-adda-44f2-a58d-fd9f97df255c.pngImage Removed
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Add Custom Name for the new password and click the GENERATE APP PASSWORD button.

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Copy the password that DocuSign generates.

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Save and Close (4) in the top toolbar. You should now be able to use DocuSign as usual.

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Your Site Has an Enterprise DocuSign Account

If your site uses a single enterprise account for all users, then an Admin needs to add the App Password to the Entities Domain.

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In Docupace navigate to Administration > List Domains > Entities. Locate the entity record you want to edit and either single-click on the pencil icon or double-click on the row.

Note

Attention: If your site uses a Vendor/Custodian’s DocuSign account (Schwab, Fidelity, etc.), navigate to Administration > List Domains > eSign Credentials instead. All other steps are the same.

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Paste the App Password you copied from DocuSign into the DocuSign Password field.

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Note: The name of the entity and the order of the fields may differ on your site.

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Click Save and Close

on

in the

DocuSign page. You should

top toolbar. Your users now be able to use DocuSign as

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Audience: Advisors

InfoFeature: DocuSign is one of the esign integrations available in Docupace. DocuSign can include your name in the notification email’s subject line

usual.