...
| Info |
|---|
Note: Zilla recommends using the API Integration. To switch over to the API integration, first archive the ZUS (Browser Extension) application instance and then create a new DocuSign instance enabling the API Integration. Additionally, it’s important to call out that Docusign API Integrations require a ‘Go-Live’ Review Process to be completed. This consists of first setting up the API Integration in a Docusign Developer Account, where 20 successful API Calls must be made. Once this is satisfied, the API Integration will then be eligible to be promoted to Docusign Production. https://developers.docusign.com/docs/esign-rest-api/go-live/ |
Get the API Account ID and Account Base URI
...
Set up DocuSign Application Integration on Zilla.
Start the Go-Live Review Process in Docusign.
...
Locate your DocuSign application instance in the Zilla Applications library, click
Sync nowin the top right and enable API Integration. Copy the Account Base URI, API Account ID, Integration Key and Secret Key you obtained in the previous steps and enter them into the corresponding boxes, then clickSync Now.Sync Docusign Developer Environment (Yes/No):
...
For initial syncs, this must be set to ‘Yes’, as the integration is first set up in the Docusign Developer Environment. Once the Go-Live Review Process is completed & the API Integration is able to be promoted to Docusign Production, we can then update this field to ‘No’ so that it will sync from the production environment.
...
Click
...
Next.
Grant access by clicking
ALLOW ACCESS. Your sync will start once you have granted Zilla access.
Click
...
Doneon Zilla.
Docusign requires that 20 successful API Calls be made, so we need to sync a handful of times and wait several minutes until this quota is reflected on the Docusign side. Once it is reflected in Docusign you should see the option to Submit for review.
...
7.) After about 20 minutes has passed, you will now see the Go-Live Status of Review passed, with the option to Promote to production.
8.) Select Select Go-Live account:
...
9.) You will be prompted to choose the Production Account ID to use to promote to Docusign Production.
...
10.) It may take some additional time for this final step of promoting to production. Once it completes, you will be notified via email that everything is ready. Be sure to switch the Developer Environment setting to ‘No’ in the Zilla Config and then re-sync with the Production Integration’s credentials (integration key, secret key, url, API AccountID).
| Include Page | ||||
|---|---|---|---|---|
|