Connecting Workia to Docusign

Getting Started

Before connecting Workia to Docusign, you must make sure you have access to your DocuSign admin settings so you have access to the information required to connect your apps.

In the sections below, we’ll walk through how to:

Finding the DocuSign Integration Key, User ID, and Account ID
Configuring the RSA Private Key
Configuring the Redirect URI
Generating the consent URL
Finalizing the connection

Once these steps are complete, you’ll be ready to use DocuSign in Workia.

Finding the DocuSign Integration Key, User ID, and Account ID

After logging into Docusign (apps.docusign.com), click "Admin".
On your DocuSign App Dashboard, under the INTEGRATIONS section of your left navigation, select Apps and Keys.
In DocuSign's App and Keys settings page, you should see the Integration Key for your app under the App and Integration Keys section. If not, follow these steps to create them using a developer account.

a. Click "Add App and Integration Key" on the page.

b. Add your App Name (can be anything).

c. Select the appropriate Integration Type.

d. Scroll to the bottom and click "Save".
Enter this information in your Workia DocuSign settings page in the Integration Key field.

a. From the homepage, click on your profile icon at the top-righthand corner of the page. Hover over Settings and click on Connections.

b. In the App Connections screen, Click the "Connect" button within the DocuSign card.
In DocuSign's App and Keys settings page, you will see the User ID in the My Account Information section.
Enter this information in your Workia DocuSign settings page in the User ID field.
Back in DocuSign, you will find the Account ID as a numeric value in the left navigation section.
Copy that numeric value and enter it into the Account ID field in your Workia DocuSign settings page.

Configuring the RSA Private Key

In DocuSign, click the Action picker for your app and select "Edit".
Under Service Integration, click "Generate RSA".
Copy the Private Key.
In Workia, click "Set RSA Private Key" and paste the private key from DocuSign there.

Choosing the Environment you are configuring

When connecting Workia to DocuSign, you'll need to choose whether you're connecting to a Developer or Production environment.

Developer Environment

Use the Developer environment if you're testing your integration or configuring Workia in a sandbox.

A developer account:

Connects to DocuSign's test environment.
Allows you to send test envelopes without affecting real business processes.
Uses separate users, templates, and documents from your production account.
Is intended for development, testing, and training.

This is what a developer app would look like in DocuSign:

Production Environment

Use the Production environment when you're ready to use DocuSign in your live business.

A production account:

Connects to your live DocuSign account.
Sends legally binding documents to real recipients.
Uses your organization's live users, templates, branding, and workflows.
Should only be used once you've completed testing in a developer environment.

This is what a live production app would look like in DocuSign:

How to configure the environment in Workia

Once you determine what environment you are using in DocuSign, go to Workia and choose the environment you are trying to configure (Developer or Production).

Configuring the Redirect URI

Enter the Redirect URI in Workia - this is where the user gets redirected to after they are done with DocuSign (ex. your Workia homepage)
Make sure the Redirect URI is configured as the same address in DocuSign (this is in the same page you generated the RSA key.

Generating the Consent URL

Click "Generate Consent" beside the Redirect URI field in Workia.
Copy this link and send it to your IT or whoever has access to grant permission for this connection.
Your IT or admin will then need to click Allow Connection. They will get redirected to your configured Redirect URI if successful.