Set up Docusign integration for legal contracts

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Set up integration with the Docusign service to enable users to sign contract documents electronically.

    Vorbereitungen

    Get familiar with DocuSign spoke.

    Role required: sn_lg_ops.request_config or sn_lg_contracts.contracts_config or sn_lg_matter.matter_config

    Prozedur

    1. Install Docusign spoke v 2.0.1 or later version.
    2. Set up the Docusign services.
      For more information on the setup and creating the Docusign account, see Set up Docusign eSignature spoke using authorization code grant.
      Hinweis:
      While adding webhook configuration in DocuSign, ensure that you have selected Legacy as the Data Format under Event Settings.
    3. Navigate to Legal Administration > Legal Integrations > Integrations.
    4. Create or modify an external app configuration.
      • To create an external app configuration, click New.
      • To modify an existing external app configuration, open the external app configuration from the list.
    5. On the form, fill in the fields.
      Tabelle : 1. External Apps Configuration form
      Field Description
      Name Name of the external app configuration.
      Description Description of the external app configuration.
      Active Option for marking the external app configuration as active.
      Configuration type Type of configuration.

      Select External Signature.
      Third party app Name of the third-party app.

      From the list, select the connection and credentials aliases set up in Step 1 for the Docusign service.
    6. Save the external app configuration.
      • Save a new external app configuration by clicking Submit.
      • Save the changes to an existing external app configuration by clicking Update.
      The external app configuration record is saved and the Docusign Details tab appears.
    7. In the Docusign Details tab, select the account number associated with the Docusign service.
    8. Click Publish.

    Ergebnisse

    The Docusign configuration is published and is ready to be used for electronic signature for contract documents.