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DocuSign Go-Live Process for C…
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Last modified on 25/01/2023 16:01 by User.

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DocuSign Go-Live Process for Clients

Create an App for the client in our developer account - https://admindemo.docusign.com/apps-and-keys

Use the client ID and secret from our system along with the account ID from the customers system - that is how the two things are linked.

Our DocuSign Developer Account:

Client's DocuSign Developer Account:

Login from the WebViewer with a customer account and send some test envelopes for signing.

You should see the count reduce on the page as below:

Once you have completed 20 successful API calls you can request Go-Live as per the document below.

You will then need to change the API URL from https://demo.docusign.net/restapi to https://account-d.docusign.net/restapi

Integration Key configuration and Go Live process information can be found here: Kutana IntegrationKey mgmt New Clients.pdf