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Using the DocuSign integration in self-hosted environments – XpressDox

Register XpressDox as an Application in DocuSign

The registering of an application only needs to be done if XpressDox is self-hosted. Disregard this documentation if you are using our Cloud hosted solution or the Desktop version.

For self-hosted environments, there are settings you need to add to your web.config file. Before you can do that you need to register your self-hosted instance of XpressDox as an application in DocuSign.

 

Create your new Application in your DocuSign Developer account, configure it to obtain your Integration Key, Secret Key and Redirect URI. Promote your Application to Live when you are ready.
Detailed documentation on adding an Application in DocuSign can be found here.

 

Redirect URI:
This is a mandatory field when adding your new DocuSign application, and is a redirect back to your Xpressdox instance. The structure of this redirect would be:
https://<yourxpressdoxinstance>/Public/OAuthResult.aspx

 

OAuth 2.0:
The XpressDox DocuSign integration makes use of  OAuth 2.0 which you can read more about here.

 

DocuSign URL’s for your reference:

Developer:

https://admindemo.docusign.com (demo DocuSign Admin Console URL)

https://appdemo.docusign.com (demo DocuSign Application URL)

https://account-d.docusign.com (demo DocuSign Authentication URL)

Live:

https://app.docusign.com (Live DocuSign Admin Console URL)

https://app.docusign.com (Live DocuSign Application URL)

https://account.docusign.com (Live DocuSign Authentication URL)

 

 

Add your DocuSign Key and Secret to your XpressDox web.config

The Integration Key, Secret Key and Redirect URI now need to be added to your XpressDox web.config file as follows, but first take note of the following terminology:

 

ClientId in XpressDox = Integration Key in DocuSign
ClientSecret in XpressDox = Secret Key in DocuSign.

 

Before you have promoted your Application to Live, you can run in Developer mode by using the URL show below:

<!– Docusign –>
<add key=”esign:Docusign:AuthorizationUrlPrefix” value=”https://account-d.docusign.com” />
<add key=”esign:Docusign:ClientId” value=”<yourDocuSignIntegrationKeyHere>” />
<add key=”esign:Docusign:ClientSecret” value=”<yourDocuSignSecretKeyHere>” />
<add key=”esign:Docusign:EnvelopePageUrl” value=”https://appdemo.docusign.com/documents/details” />

 

When Live, the URL’s should read like this:

<!– Docusign –>
<add key=”esign:Docusign:AuthorizationUrlPrefix” value=”https://account.docusign.com” />
<add key=”esign:Docusign:ClientId” value=”<yourDocuSignIntegrationKeyHere>” />
<add key=”esign:Docusign:ClientSecret” value=”<yourDocuSignSecretKeyHere>” />
<add key=”esign:Docusign:EnvelopePageUrl” value=”https://app.docusign.com/documents/details” />

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