Question

Configuring DocuSign Integration in 10.1 - Is a X.509 cert required still?

Web Client Integrations

Updated July 11, 2016

asked on July 7, 2016

Greetings,

I'm configuring the DocuSign connector and the "Send to DocuSign" option in WebAccess by following the instructions here and am trying to determine why I can't get the option to appear in the advanced WebAccess user settings to associate DocuSign Accounts to users.

According to the instructions it says it is unless we ask DocuSign to disable it but on the DocuSign Connect settings page (on docusign.net) it looks like it's turned off.

I'm unable to proceed with last step ("Associating your DocuSign account with your Web Access/Laserfiche user account") as there is no option to associate an account on the identified page. Is this because I need to ask DocuSign to disable the X.509 cert -or- purchase one?

I'm also wondering why I'm instructed to edit the WebAccessConfig file and no mention is made of the Laserfiche Web Access Config page which lists DocuSign by name. It appears these are both accomplishing the same goals correct?

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replied on July 11, 2016

Update:

The issue I was having was solved by Laserfiche Support Guru Matthew Freeman in about 5 minutes.

Turns out I need to update the Laserfiche Server license file, not just the Web Access file. This, after a server restart, added the DocuSign account area in the Options portion of WebAccess.

All good now thanks!

-Carl

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Replies

replied on July 7, 2016

Hi Carl,

The x.509 certificate step is optional, both in the current and previous versions of Web Access and the DocuSign Integration.

I think the problem may be that our documentation is a little out of date. If you go to Options->Advanced, do you see a DocuSign Account' section with inputs for User Name and Password? This is where you associate a Laserfiche account with a DocuSign account.

The displaying of the DocuSign Account section shouldn't be tied to any conditions in Web Access. It will be hidden if the system is not licensed for DocuSign. Web Access checks the Laserfiche Sever license for the DocuSign feature. If you're still not seeing the DocuSign account setting and you're positive you're licensed to use DocuSign, I recommend filing a support case and attaching your Server license so we can follow up with you.

You're correct regarding the WebAccessConfig file instructions as well- you can simply add this information through the UI of the config page. This section of the config was added in 10, and wasn't present at the time the documentation was written.

Apologies for the issues in the documentation. I'll talk to one of our User Education writers about getting this updated.

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replied on July 7, 2016

Thanks Ryan. I'll file a support case as I see the DocuSign serial number in my support site profile, have renewed the master license, and re-generated the Web Access license and reinstalled web access all to no avail.

Cheers,
Carl

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replied on July 7, 2016

Ryan,

I have DocuSign configured and I'm getting an error trying to connect to the DocuSign service. I've contacted DocuSign and it is not an error on their end. Error message I'm getting below:

Then when trying to validate the account:

Please help!

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replied on July 7, 2016

Hi Nate,

I see you've already contacted our Laserfiche Support team regarding this issue. We can reopen the case once we get the requested information. Since the issue is something we haven't seen before, it's best if we continue to work with you in the support case where we can provide more targeted troubleshooting assistance.

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Configuring DocuSign Integration in 10.1 - Is a X.509 cert required still?

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