Docusign Integration

E-Signature Functionality – Integrating Docusign to AdviceOS

Midwinter allows a business to integrate their existing Docusign account into AdviceOS, providing users with the ability to send and receive documents with eSignature functionality. This integration will allow a user to send documents from AdviceOS, via Docusign, to their clients and for these signed and returned documents to be stored in AdviceOS for compliance and record keeping purposes.

How to set up the integration

There are two stages to setting up this integration. This only needs to be completed once and the integration will remain active.

1. An initial integration of your businesses Docusign account using the client ID and secret key.  
2. Once step one has been completed, each individual user can authenticate their own account

We will provide you the steps to follow below to assist with this set up.

Step 1: Setting up the Integration in Docusign

The first step required will be to create a developer account for the integration. Ensure you use the same email address with your existing Docusign account. You will need to navigate to this link to create the account, or just google docusign developer account.

The steps below will only need to be completed once and should take around 5 minutes.

Firstly, you’ll need to scroll down the left side bar to locate Connect and create a new Configuration. You will want to select a Custom configuration.

• Name = AdviceOS
• URL to Publish = https://api.adviceos.com.au/webhooks/esignature
• Event Settings > Envelopes and Recipients
  - Tick the following envelope settings
       - Envelope Signed/Completed
       - Envelope Declined
       - Envelope Voided
  - Open “include Data” and select Documents

Once that has been completed, scroll to the very bottom of the page and select “Add Configuration”

If this has worked, you’ll see an active configuration now available on the Connect page

From here, navigate to Apps and Keys and click on Add App and Integration Key button.

It will ask you the integration key name, which you can include as AdviceOS.

This page will provide you with the integration key and secret key, both of which will be needed in AdviceOS to set up the integration.

You can see the integration key automatically after creating the new integration, as per the below image.

For the secret key, this needs to be manually created by scrolling further down the page under the Authentication header. You can create multiple secret keys if you wish, however you should only need to do this once. Click Add Secret Key to populate a new key, and make sure to copy this down as once saved it will become obfuscated and you’ll need to create a new one.

Further down this same page to the Additional settings section, you will need to add the following:

1. Press Add URI and add the following link: https://adviceos.com.au/esignatureauth
2. Set Allowed HTTP Methods to include GET, POST and PUT

Once these are done, you can press Save.

These are all the steps required within Docusign. For the next steps please open your AdviceOS.

Step 2. Setting up the Integration in AdviceOS

The next steps then need to be completed in AdviceOS. Once you are logged in, navigate to Settings > E-Signatures > Integration where you can choose to set up the integration at the Practice/Office/User level.

This will control who is able to access the integration. For example, an integration at the User level will only be accessible by that specific User, while an integration at the Practice level can be accessed by any User within that Practice.

Press on the “Request integration” button and a new dialog box will appear, allowing you to input the Client ID and Secret Key. These fields are the integration key and secret key you created in step 1, in Docusign.

Each individual user authenticate’s their account

Now that the integration is active, the next step is to navigate to User Management and authorise each individual user.

You will need to navigate to User Management > E-Signature Integration > Authentication.

If the initial integration has been completed correctly, you’ll see text indicating an active integration and at which level this was done (Practice/ Office/ User).

From here, select Sign in to Docusign.

This will redirect you to an authentication page, where you can input your Docusign login details.

Once signed in, the page will indicate you have an active authentication. This can be removed if you wish.

How to Use E-Signature

Now that you have the E-Signature integration set up, you can send documents to your clients.

From AdviceOS > Client > Client Records > Documents, navigate to the document you wish to send, select the three dots under the Action column and choose Comms.

This will open a new dialog to prepare the Document that you wish to send your client.

• Change the status of the document to “client approval required (e-signature)" in the drop down menu.

• Press the “Request E-signature” button.
  
  

 This can be done two different ways, either;

• Directly via Email.
• Being redirected to Docusign first, to edit the email text or location of signature.

Once the document has been sent, the status will update to Client approval pending (e-signature).

It will remain in pending until the client has completed the E-signature process and returned the document to the adviser. They will be notified by email to sign the document, and on return the Adviser will be notified via email.

AdviceOS will then update the following:

• The status for the document will change to either approved or rejected.

• If approved, the signed version of the document will be uploaded a new a version of the document, available in your AdviceOS for record keeping purposes.