Simplified configuration steps. DocuSign API Account ID is not necessary.
September 2024
Initial Version
This guide explains how to add your DocuSign credentials to Docupace. You will need to configure the App Key for SOAP. Once you complete this task, signees will see your name in the subject line when DocuSign sends notification emails.
What is an “App Key?”
An App Key is a second password to your DocuSign account that is used exclusively for integrations with other sites. It is different from the DocuSign portal password that you use to log into the DocuSign website. Currently, applications like Docupace can integrate with your DocuSign account by using your DocuSign Username (email) and your DocuSign portal password. Or, by using only your DocuSign Username without a password by using an elevated admin account. This is referred to as the “Send on Behalf of” (SOBO) configuration. DocuSign is retiring and replacing both these methods with the App Key.
Note: A person cannot log into the DocuSign web portal using an App Key. This password can only be used by integrated systems.
How to Configure Your App Key
You must log into DocuSign and generate an “App Key” to continue using your DocuSign-Docupace integration. You must copy this password into your user configuration on the Docupace site. Here are the steps to follow:
Audience: Advisors
Feature: DocuSign is one of the eSign integrations available in Docupace. DocuSign can include your name in the notification email’s subject line.
