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Approvals and Electronic Signing
Set up - Integration with your Signing Provider
Set up DocuSign integration
Set up DocuSign integration
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Written by Contract Eagle
Updated over a week ago

Audience: System Administrator

This article covers processes in both Contract Eagle and DocuSign. We will update this article whenever our product changes but we may not have captured recent changes to DocuSign's screens or processes. Please bear that in mind as you follow this guide.

You have two options for setting up integration with DocuSign:

1. Contract Eagle creates the API connection for you. This approach is much easier, and all you need is a standard single user license for DocuSign. If this is your preferred approach, all you need to do is get in touch. We will create the API connection and schedule a time to step through the authorization with you.

or

2. You create your own API key. This is only possible if you have a DocuSign API license. If you prefer this approach, the steps are set out below.

Once integration setup has been completed, a Power User needs to add DocuSign to each contract type requiring electronic signing.

Create your own API key and integration with Contract Eagle

Electronic Signing Integration is set up in the the Admin menu > System Preferences > Integrations tab. We recommend you have the Integrations tab open in one browser window, and use another window to log in to your DocuSign account. You will be copying and pasting information between the two windows. 

1. Log into Contract Eagle and go to the Admin menu > System Preferences > Integrations tab. Make sure you are in the section for “DocuSign” setup.

2. In another browser tab or window, log in to your company’s DocuSign account at https://www.docusign.com. Click your Account avatar in the top right and select Go to Admin.
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3. In DocuSign Admin, go to Integrations > API and Keys.

4. Click the Add App / Integration Key button.

5. Enter an App Name for the new integration, eg “Contract Eagle”.
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6. Click the copy button next to the Integration Key field. 

7. Go into Contract Eagle, in your other browser tab, and paste the key into the “Integration Key” field.
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8. Staying in Contract Eagle, highlight and copy the first line of red text of the “Redirect URI”: from “https://” to “-docusign”.
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9. Go back into DocuSign and scroll down to “Additional Settings”. Click the + Add URl button and paste in the copied Redirect URI. 

10. Staying in DocuSign, scroll up and click the + Add Secret Key button.  

11. Click the copy button next to the Secret Key. Do this carefully – once you’ve clicked Save, you won’t be able to see the same Secret Key again. You would need to add a new one and copy it.
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12. Scroll to the top and click Save.
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13. Go back into Contract Eagle and paste the text of the Secret Key into the Secret Key field. Tab or click somewhere outside the field to enable the Authorize button underneath.  

14. Click Authorize.

15. A DocuSign window will pop up (make sure your browser isn’t blocking this), prompting you to log into your account.
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16. After entering your password, you will go back to the Contract Eagle settings screen.

DocuSign is now authorized for use within Contract Eagle. 

Configure DocuSign Connect (HMAC) authentication

DocuSign HMAC authentication requires

  • a Business Pro or Enterprise Pro level DocuSign plan or;

  • on the Standard DocuSign Plan, the Connect add-on (requested via DocuSign)

Once the Contract Eagle / DocuSign integration has been authorized, DocuSign Connect authentication can be enabled. This is an important security feature that ensures push notifications sent from DocuSign originated from DocuSign and have not been tampered with.

The following steps are required to enable HMAC message security for DocuSign-initiated push notifications to Contract Eagle.

  1. Generate a Key on the DocuSign portal

  2. Add the key to Contract Eagle

  3. Verify push notifications are successfully validated

Step 1: Generating the Key

Log in to your DocuSign portal as a user with administrator permissions on the account.

Select the Settings option from the main menu:

On the Settings screen, navigate to the Integrations > Connect menu option from the left-hand menu.

Select the Connect Keys tab, and then select the Add Secret Key button.

Important:

  • The full key is only visible and can only be copied immediately after it has been generated. If the key is lost or not copied correctly, it will need to be removed from DocuSign and a replacement key generated.

  • Use the Copy button next to the key to copy the key text. We recommend that you paste this into Notepad or similar text editor.

  • When pasted into the text editor the key should be 44 characters long, ending with an “=”.

  • Note the key number for this key (“1” if no keys have been added previously).

  • You may wish to record the key number and HMAC Key into a password application for later reference.

Step 2: Add the key to Contract Eagle

In Contract Eagle, navigate to the Admin > System Preferences menu option.

Select the Integrations tab and scroll down to the Electronic Signatures – DocuSign section.

  1. Select to Enable DocuSign Connect

  2. Enter the key number and HMAC Key generated on the DocuSign site.

  3. Click the Save button at the bottom of the screen (or right click and select Save from the context menu)

Step 3: Verifying Operation

Please contact support@contracteagle.com to confirm correct operation once DocuSign Connect authentication has been setup and at least one document has been signed since the authentication was enabled.

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