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Question

DocuSign integration

Laserfiche Web Client
Updated March 12, 2018
asked on February 12, 2018

I am trying to configure DocuSign integration.  I renewed the license, restarted the server and now can see the option for Docusign in the client.  The problem comes in when I try to validate the user account in the Web Client I get an Unknown Error message.

I am unable to validate the user account.  I get an Unknown Error message.

 

I had added this manually to the
Program Files\Laserfiche\WebAccess\Web Files\Config\WebAccessConfig.xml file.

<DocuSignSettings APIAccountId="xxxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxx"  APIUserEmail="jhall@cityxxxxxxxx.com" Password="xxxxxxxxxxxxxxxxxxxxxx" />

 

After I renewed the license and restarted the server, this was added to the WebAccessConfig.xml file.

<DocuSignSettings DocusignEnabled="True" APIUserEmail="jhall@cityofdenton.com" APIAccountId="XXXXXXXXXXXXXXXXX/XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX+XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX/XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX==" APIAccountIdEncrypted="True" Password="XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX" PasswordEncrypted="True" />

   <DocuSignConversionSettings />

 

Any assistance would be greatly appreciated.

 

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Replies

replied on February 12, 2018

Hi Janice,

 

These are two separate parts of the integration. The first part allows documents to be sent FROM docusign TO your Laserfiche repository. 

 

The second part is specific to the logged in user to enable the "Send to Docusign" option per user account. 

 

I haven't seen the error you are experiencing before. Is there anything in the event viewer? Are you able to go to docusign.com and login with the username and credentials provided from that machine? I wonder if the server is perhaps blocking access out.

 

Regards,

Carl

 

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replied on March 12, 2018

Hi Janice, 

 

Based on experience, the 'Unknown error' in the Options page generally means you entered your API credentials incorrectly. Double check to make sure all the information is correct.

 

Note that if you are using an account in the 'Demo' DocuSign environment, you'll need to open the web.config file under Web Files in the Web Client install directory, and change the endpoints to point to '...demo.docusign...' (Ctrl+F for 'demo', which will take to you comments in the XML that point out which lines need to be changed). 

 

Otherwise, check the event viewer on the Web Client machine for more details as Carl suggested. 

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