DocuSign

Prev Next

This is a Vendor Integration.


Collect Required Information from Vendor

  1. Go to Docusign Developer Account and create a free developer account.

  2. Once you’re signed in, select Add App and Integration Key.

  3. Name your app Calero SaaS Management and select Third-party integration key as the type.

  4. Save your changes.

  5. Now promote your integration to production by selecting Actions > Select Go-Live account.

  6. This may take a few minutes (up to a few hours) or may need manual intervention.

  7. Now that the app is in the production environment, select Add Secret Key.

  8. Copy/save the following fields for use when onboarding this Integration:

    • Integration Key

    • API Secret Key

    • API Account ID

  9. Set the Redirect URL for your area based on these options:

Onboard This Integration

  1. Go to SaaS Management > Applications.

  2. Select Add Integration.

  3. From the Vendors tab, select the card with the vendor's name.

  4. From the API tab, enter the field(s) you copy/saved above.

  5. If your company has more than one instance (or “tenant”) of this application, you will also be prompted for a Connection Alias.

  6. Select the Authorize button.

SUCCESS!

You will now be redirected to the Integrations page in Calero.com, where the data sync will continue in the background, and you can monitor progress.


SUGGESTION:

Access Help through your Calero.com instance if links between articles return errors or if there are fewer sections in the Help menu than expected. Doing so will ensure you see all Help articles.