Audience: System Administrator
Overview
Contract Eagle integrates seamlessly with DocuSign, allowing you to send contracts for electronic signature directly from within the platform. Setting up the integration ensures a secure and efficient signing process, helping you eliminate manual steps and track signature progress in real time.
This article walks administrators through the setup process to get DocuSign connected and ready to use.
By the end of this article, you’ll understand:
how to enable and configure the DocuSign integration in Contract Eagle,
what credentials and permissions are required,
how to test and validate the connection before going live.
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.
Two integration options
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 Settings > Electronic Signing menu. We recommend you have the Electronic Signing Configuration page 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 Settings > Electronic Signing.
2. Create a new Electronic Signing Account via the "Add new..." button.
3. Complete the following fields:
Provider - Select the electronic signing provider - DocuSign
Account Title - Enter a title for this account. This will be displayed to users when selecting a signing account.
Account Description - Optional field to describe the account in more detail (e.g., its intended purpose or restrictions).
API Account Id - The DocuSign API Account ID (GUID) shown on the Apps and Keys page. Leave blank to use the default account.
Account Tag - A unique code for the account, used for reference on Custom Forms. This value will normally be set by Contract Eagle when configuring a Form. Changing this value may impact existing Custom Forms - please contact us at [email protected] if unsure.
Business Unit - Optionally restrict this account to a specific business unit.
If blank, any user with contract signing permission can use the account.
If set, only users with signing permission in the selected business unit can use the account.
Signatory Email – Subject/Body - For DocuSign accounts, it is possible to configure the email subject and body for this account, overriding the global defaults.
4. Click the “Next” button to configure the electronic signing integration.
5. 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.
6. In DocuSign Admin, go to Integrations > API and Keys.
7. Click the Add App / Integration Key button.
8. Enter an App Name for the new integration, e.g. “Contract Eagle”.
9. Click the copy button next to the Integration Key field.
10. Go into Contract Eagle, in your other browser tab, and paste the key into the “Integration Key” field.
11. Staying in Contract Eagle, make sure the "Use Default Settings" option is not selected, and copy the “Redirect URI” link.
12. Go back into DocuSign and scroll down to “Additional Settings”. Click the + Add URl button and paste in the copied Redirect URI.
13. Staying in DocuSign, scroll up and click the + Add Secret Key button.
14. 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.
15. Scroll to the top and click Save.
16. 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.
17. Click Authorize DocuSign.
158. A DocuSign window will pop up (make sure your browser isn’t blocking this), prompting you to log into your account.
19. 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.
Generate a Key on the DocuSign portal
Add the key to Contract Eagle
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:
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Step 2: Add the key to Contract Eagle
In Contract Eagle, navigate to the Settings > System Preferences menu option.
Select the Integrations tab and scroll down to the Electronic Signatures – DocuSign section.
Select to Enable DocuSign Connect
Enter the key number and HMAC Key generated on the DocuSign site.
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 [email protected] to confirm correct operation once DocuSign Connect authentication has been setup and at least one document has been signed since the authentication was enabled.