My Docusign Developer account not displaying Account Administration under Preference. Now how to get integration key? #docusign
You need to click on Preferences. Then look in the list on the left side and you will see a link named API.
On that page, there is a button called 'Get Integrator Key'
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I have created a free DocuSign account , to test the integration with our application. but when i wen to Admin >> API & Keys, i can not find any option to add the API key, here is what i got:-
Integration Keys are created in the developer sandbox system, demo.docusign.net.
You can obtain a free developer account by visiting developers.docusign.com. See the button in the upper right corner.
After you've developed your application, you use the go-live procedure to have your integration key made available for the production systems. To do so, you will need a paid DocuSign account.
DocuSign have recently released Click Wraps at their Momentum. I would like to take advantage of this new feature and was exploring this a little.
Once, I was able to add a few click wrap templates using my DocuSign sandbox account but at times, I do not see them when I click on "Manage" button once I login to my DocuSign demo account.
Please advise,
Thanks,
Minal
Hmmm. I suggest checking that you're logged into your DocuSign demo account (Developer Sandbox) as the administrator. Login via https://demo.docusign.net
Sometimes people login to a trial version of the DocuSign production systems by mistake (https://www.docusign.net). While Click agreements are provided in all demo accounts, they are only provided for some customer pricing plans on the production systems.
If the problem continues, you can create a demo account. Or contact DocuSign customer service.
We had a similar issue here and as a workaround after we logged into our demo account we were able to enter the url for the clickwraps directly to navigate to the clickwraps page.
https://appdemo.docusign.com/documents?view=active&type=clickwraps
I am evaluating the DocuSign API, but unable to get the integrator key. Is there any way to get the integrator key?
Currently I am using DocuSign trial version.
Below are the steps followed:
Logged into this link “https://app.docusign.com/home”
Clicked on drop down at the top right corner and clicked on "Go To Admin"
Navigated to "Api and Keys" in "Integration". It asked to “log in” again to manage integrator keys, Below is the screen shot.
![enter image description here][1]
After clicked on log in, it is redirected to “Billing and Usage” page. Below is the screen shot.
![enter image description here][1]
DocuSign has a full demo environment which is a mirror of the live production system and allows for you to test and integrate the APIs. To do so you need to create a developer sandbox (they are free) and create an Integrator Key through the Admin menu of your sandbox - which is the only place the keys can be created - then promote that key to your live production account.
You can create your developer sandbox here: https://secure.docusign.com/signup/develop
To login to your sandbox: https://account-d.docusign.com/#/web/login
Once you've created an Integrator Key and you are ready to access production API endpoints follow these steps:
Run 20 or more error-free transactions that comply with API rules and limits under your Integrator Key.
Purchase an API plan (sounds like you already created your live account)
Make sure you have Admin priveleges to your live production account as they are required to link the Integrator Key.
Fill out the Go Live form to promote your Integrator Key.
You can access the form through the Go Live section of the Developer Center.
We are using DocuSign REST API (DocuSign C# Client) to create a DocuSign account for our clients. An account is created successfully, but when the user login that account on DocuSign Web (New UI) then they do not get "Go to Admin" menu in admin preferences. Is there any settings that we need to apply while creating DocuSign account. We are using DocuSign C# Client to create an account and applying only email and user name.
Also, we want to update some DocuSign account settings using REST API. But some parameters are not getting updated. When I checked the API log and found that parameter which we want to modify its read only. Below what i found from API log.
"allowEnvelopeCorrect":"false","allowEnvelopeCorrectMetadata":{"rights":"read_only","uiHint":"available"}
See my answer below on another thread, I would try to explicitly call canManageAccount and see if the permission gets set. It may still need to be done in SOAP.
Fail to update user's "Manage Account" permission through "Modify User Account Settings" API
Are you creating new accounts through the API or just adding new users to an account?
There's actually a bug in the platform currently that will be fixed soon - the bug is that for single user accounts the Go To Admin link in the menu drop menu is not available. I believe this might be causing your issue. Starting tomorrow you should be able to access the Admin menu directly through - admin.docusign.com/auth - and I think next week the actual menu item should be enabled and bug fixed.
-- By Ergin
It has been fixed Now.. Thanks.
For embedded signing , when a user starts the signing session for the first time, there is a disclaimer that can be shown to him, I know that this can be customized in the preferences.
But where do i show/hide/change the actual buttons that are shown to the user , for example there is a Review, Decline, Finish Later and Sign on paper buttons shown to him. I need to hide last two of those four buttons, How and where can i do this ?
The code i am using is from the api code walkthough for java and there is a template setup for our demo account that we are showing to the user.
Also is there a way to customize the way the button looks or can we upload a button that we already have within our site? .
Thanks in advance...
Generally speaking, there are several mechanisms for controlling things like which buttons (functions/features) are available to Signers:
Account-level settings (controlled by the DocuSign account admin via the web console: Preferences >> Features)
Brand-level settings (controlled by the DocuSign account admin, via customization of "Resource file(s)")
Template-level settings (controlled by anyone with access to edit the Template's settings in the web console)
Envelope-level settings (controlled by the sender of an envelope either via parameters set with the API call, or when manually sending an envelope via the web console)
The visibility of the Decline button can be controlled via the following means:
Brand-level setting (in the Signing Resource File): DocuSign_DeclineAllow boolean setting
The visibility of the Finish Later button can be controlled via the following means:
Brand-level setting (in the Signing Resource File): DocuSign_FinishLaterAllow boolean setting
The visibility of the Sign on Paper button can be controlled via the following means:
account-level setting (Preferences >> Features): Sign on paper checkbox
template-level setting: Allow recipient(s) to sign on paper. checkbox
envelope-level setting (via API): enableWetSign boolean flag
The visibility of the Change Signer button can be controlled via the following means:
account-level setting (preferences >> features): signers can reassign envelopes checkbox
template-level setting: Allow recipient(s) to change signing responsibility.
envelope-level setting (via API): allowReassign boolean flag
The following guides may be helpful to you:
Branding guide:
REST API guide:
Administrator guide:
To hide the Finish Later button, you'll need to edit the Signing Resource file(s) for the Brand you plan to use with your envelopes to set the DocuSign_FinishLaterAllow element value to false -- including especially the "Captive" resource file for the "embedded signer" scenario. See the Branding Guide I've linked to above for information about accessing/modifying the Signing Resource file(s). Then, simply associate that Brand when sending the envelope via API by specifying the brandId property as part of the API request.
To hide the Sign On Paper button, you can use the Account-level setting, or the Template setting (if accessible/visible), or Envelope-level setting (set enableWetSign = false in the API call).
Regarding the question about button style -- while it's technically feasible for you to modify the CSS used for various elements of the DocuSign UI (if the "allow css upload" feature is enabled for your DocuSign account) -- I'd highly recommend against it. Modifying the CSS file can have very unpredicible results, and there's no easy way to "undo" your changes and get back to square one. Save yourself a lot of time and frustration, and live with the existing/default button style :)