is it an easy setup to intergrade DocuSign with Laserfiche?
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Hi Lili,
It's not too much work, but does need a degree of know-how with administering your Laserfiche system. You need to do the following steps:
- Set-up a DocuSign account - and take note of your API keys for integration (this is all handled in the administration area of your DocuSign account)
- Enable the DocuSign Service in the Laserfiche Web Client Configuration - adding your DocuSIgn account settings
- Edit some config files (text and XML files) as per the following instructions: https://www.laserfiche.com/support/webhelp/Laserfiche/10/en-us/userguide/default.htm#../Subsystems/client_wa/Content/WebImportServices/DocuSign_WebAccessConfig.htm
- Add your DocuSign details to the user options from the LF Client (each user does this).
- If you want to import DocuSigned documents back into the repository, you also need to set up Web import Services: https://www.laserfiche.com/support/webhelp/Laserfiche/10/en-us/userguide/default.htm#../Subsystems/client_wa/Content/WebImportServices/DocuSign_config.htm%3FTocPath%3DLaserfiche%2520Windows%2520and%2520Web%2520Client%7CLaserfiche%2520Web%2520Import%2520Services%7CSigning%2520Documents%2520with%2520DocuSign%7C_____2
So there are some steps to work through, but it's not too difficult if you're familiar with configuring your repository.
I did all the steps but I don't see the Docusign Account section it mentions in step 4:
- Sign in to the Laserfiche web client with your account.
- Click the Options link under your name in the upper right corner of the site.
- In the Options page, view the Advanced tab.
- In the DocuSign Account section, type in your DocuSign credentials (as noted in the Configuring WebAccessConfig.xml section, above) and click Validate.
DocuSign is an add-on. Is the Laserfiche Server licensed for it?
That was it, thanks!
UPDATE: I assumed that was it, but now that we have the addon AND relicensed the server I still do not see the option. Any ideas?
Hi,
I have been looking for this answer but have not been able to find it:
Can DocuSign integration be used by participating users? Is it possible to call DocuSign from a Forms form? Is it possible to call Docusign from a Public Form using the access URL to the document?
Our only integration point currently is from the web client. Since it doesn't involve modifying the document, it should be available to all repository users.