How to Configure Docusign

Configure Docusign

Go to ‘https://developers.docusign.com/’ and create your Docusign developer account.

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Here, user can register and create developer account.

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After that login into developer account and Create App.

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Go to Setting --> App and Keys --> Open Your Demo App.And copy and save your required credential for the forther use.

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How to Configure Docusign in Flectra

Go to Settings ‣ Technical ‣ Document Provider. Click on Create to create

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Fill the given required fields and click on Authenticate button.

Go to Setting ‣ Technical ‣ Document Provider Template. Create Docusign Template Fill the fields then click on Edit template.

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Set Your fields using this drag and drop features and click on save button.

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Save document and click Create Contextual Action button.

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Open Sale Order and click on Action Menu.Click on Ready to send button and it’s automatically send data to document upload stage.

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Then you can check your document status in chatter-box via it’s document-id.

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