API Integration

We are using the DocuSignApplication Programming Interface (API) to provide a solution that allows us to manage and monitor our electronic document signing process.  

This integration provides the ability to prompt/require signatures from both buyer and vendor users according to business logic.

Request for signature will be executed and stored within WebProcure.

To access and configure this integration, go to the top-level organization, select Edit General Org Info, and then select the API Configuration tab.

Org Info Tabs

The API Configuration page opens:

API Integration

This page is broken into two sections:  API List and Configure API.

API List

The section on the left is the API List.  It displays any, and all, API integrations that are available to configure.

Currently, the only available option is DocuSign - DocuSign API Integration.

Configure API

The section on the right is the Configure API.  It displays all API integrations that are currently configured.

Configure DocuSign

To configure the DocuSign Integration, double-click the link for the DocuSign integration.

DocuSign API

Once you double-click, the API Integration page will refresh, and the section on the right side of the page will display configuration fields.

Configure DocuSign

Fields marked with an asterisk (*) are required.

Complete this page as follows:

 

 

Once all fields have been completed, click Submit.  

Reset reverts all values to their previously saved state.

 

 

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