DocuSign Configuration | Binadox - SaaS management

DocuSign Configuration

This configuration guide shows how to integrate DocuSign, an eSignature and Digital Transaction Management platform, with the Binadox SaaS and IaaS usage monitoring and cost optimization platform to get DocuSign spend and utilization analysis on a per-user basis and automatic cost saving recommendations.

Contents
1. Add an Integration App (Integration Key)
2. Configure App Parameters
3. Create New Binadox Connection for DocuSign


1. Add an Integration App (Integration Key)

To connect Binadox to DocuSign, an integration app (a set of parameters that identify a specific integration) is added. Integration apps are added and configured in a sandbox account of the DocuSign Developer Center, where all developer tools and resources are located.

1. Log in to the DocuSign Developer Center. Click on the Go to Sandbox button at the top right corner of the toolbar.

fig.1-Sandbox-Account-Developer-Center-DocuSign

2. Click on the profile settings icon at the top right corner of the toolbar. Select Go to Admin in the drop-down list.

fig.2-Go-to-Admin-DocuSign

3. In the navigation pane on the left, click API and Keys in the Integrations section.

fig.3-API-and-Keys-DocuSign

4. Click the Add App/ Integration Key button.

fig.4-Add-App-DocuSign

5. In the Add API Integration Key window that opens, enter an application name in the App Name field (e.g. Test App). Click Add.

fig.5-App-Name-DocuSign



2. Configure App Parameters

1. From the admin settings of the sandbox account (see Clause 1 on how to locate the admin settings), click API and Keys of the Integrations section in the navigation pane on the left.

fig.6-API-and-Keys-DocuSign

2. Click on the app name (e.g. Test App) to open and edit its parameters.

fig.7-Edit-App-DocuSign

3. An integration key is located in the General Info section under an app name. To copy it, click on the Copy to clipboard icon.

fig.8-Integration-Key-DocuSign

4. To add a secret key, go to the Authentication section. In the User Application access list, select the Authorization Code Grant option to grant an access token to Binadox. Click on the appeared the +Add Secret Key button.

fig.9-Secret-Key-DocuSign

5. Clicking on the +Add Secret Key button generates a secret key. To copy it, click on the Copy to clipboard icon.

fig.10-Copy-Secret-Key-DocuSign

6. Go to Additional settings. Click on the +Add URI. Enter the following URI in the opened Redirect URIs field:

https://app.binadox.com/api/1/applications/authorize/try

Click Save.

fig.11-Redirect-URI-DocuSign



3. Create New Binadox Connection for DocuSign

1. Sign into your Binadox account.

2. In the navigation pane on the left, click Integrations. Proceed to the SaaS tab. Click on the DocuSign icon. To quickly locate the DocuSign software in the list of supported applications, type in its name in the search bar or use an alphabetical filter by clicking on the first letter of an application name, i.e. D.

fig.1-DocuSign

3. Indicate a connection instance name in the corresponding field. Click Continue.

fig.2-Connection-Name-DocuSign

4. Enter Integration and Secret keys in the corresponding fields (see Clause 2 on how to locate access keys). Click Continue.

fig.3-Connection-Properties-DocuSign

5. You will be redirected to the DocuSign login page. Enter your credentials to continue.

fig.4-Log-In-DocuSign

6. To give Binadox permissions to optimize DocuSign costs and utilization in accordance with the Binadox terms of service and privacy policy, click Accept in the DocuSign permissions view.

fig.5-Binadox-Access-DocuSign

7. Fill in the billing information. Click on the calendar icon to specify the date the bill for application services is issued. Select a payment plan and a billing period in the corresponding drop-down lists. Click Connect.

fig.6-Billing-Information-DocuSign

8. DocuSign is successfully connected.

fig.7-Connected-DocuSign



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