DocuSign: ZUS in the Cloud
Prerequisite: ZUS in the Cloud service is deployed in your AWS account. Contact Zilla Customer Support to set up ZUS in the Cloud in your AWS account. Click on the link for the instructions ZUS in the Cloud Deployment .
Step-By-Step Instructions to Set up ZUS in the Cloud sync
ZUS in the Cloud service requires that the credentials are saved in the AWS Secrets Manager with the secret name as Zilla_App_<appID>
.
Below are the steps to save the DocuSign credentials in your AWS Secrets Manager.
Login to the AWS account in which ZUS in the Cloud service is running.
Navigate to Secrets Manager. Click
Store a new secret
.Select Secret type as
Other type of secret
. Add the Key/value pairs as below:
key:username
, value: <Email input from DocuSign login>
key:password
, value: <Password input from DocuSign login>.(Optional step) Save the MFA secret with the key
mfaSecret
. Set up Two-Step verification in DocuSign. The Two-Step verification is optional.To setup the Two-Step verification in DocuSign, Login into DocuSign and go to the My Profile→ Privacy & Security screen. Enable Two-Step verification.
Copy the code given below the QR, and add the key/value as- key:
mfaSecret
, value: <copied code>.
Adding this key/value is optional. If this key/value is not provided, then user will have to enter the OTP at the time of the sync.Click
Next
.Give the name to the secret: Copy the app ID from the Zilla URL. And Give the name to the secret as
Zilla_App_<app ID>
.Click
Next
andNext
again.Click
Store
.Secret will get saved.
Enable the cloud sync by checking the box. Also configure the scheduled sync frequency and start date. Then click
Sync Now
.