DocuSign Connect allows for DocuSign to provide real-time updates to VendorPanel Core approvals on the status of signatures on documents, enabling these changes to immediately be reflected in the approval’s module.

To facilitate this, DocuSign Connect utilises a webhook to push these updates to Core. This guide provides instruction on how to configure DocuSign Connect to integrate with Core approvals.

Configuring Core Integration Authentication

To authenticate incoming requests, Core requires that each incoming request contains an Integration Authentication key. This key is unique to your Core system, and any incoming request that does not have this key will fail.
This key may only be accessed and configured by VendorPanel. If you do not have this key, please contact VendorPanel.

Configuring DocuSign Connect

DocuSign Connect is configured from the DocuSign Admin Portal.

In the navigation under Integrations, select Connect. After ensuring DocuSign Connect is enabled, under Configurations select Add Configuration > Custom:

This will open the setup wizard to add a new custom configuration. For each section, provide the following information:

Listener Settings

1. Status: Active Connection
2. Name: No required format. Provide a name that makes it clear what the configuration is for, e.g. "Sync with VendorPanel"
3. URL to Publish: {VendorPanel Core Base URL}/invokeWebEvent?_event=Sync%20DocuSign&_key=uvFdiDJqXwLoucr9gJLknwNNFvVMkd2E5ZefHefRGFi3tFnEtiX0mcvn91COY8Nd&integration_authentication={Integration Authentication}
   
   Replace the placeholders in the above link with the following:
   • VendorPanel Core Base URL: The base URL of your Core system, e.g. https://app.vendorpanel.com.au/example 
   • Integration Authentication: The authentication key provided to you by VendorPanel
   
   For example your webhook URL should look similar to the following: https://app.vendorpanel.com.au/example/invokeWebEvent?_event=Sync DocuSign&_key=uvFdiDJqXwLoucr9gJLknwNNFvVMkd2E5ZefHefRGFi3tFnEtiX0mcvn91COY8Nd&integration_authentication=abcd-1234-defg-5678 
   
   
4. Enable Log: Optional, but it is strongly recommended to enable for auditing purposes.
5. Require Acknowledgement: Disabled

Event Settings

1. Data Format: REST v2.1
2. Event Message Delivery Mode: Send Individual Messages (SIM)
3. Trigger Events: Expand the Envelope and Recipients block and enable all Envelope Events and Recipient Events.

The settings should look something like this.

Associated Users/Groups

Select the option Select Users/Groups to include. From your user list, select the account whose ID is associated with the DocuSign plugin. If you're unsure of which account this is, contact VendorPanel for assistance.

Integration and Security Settings

All these options must be disabled. As mentioned, authentication is provided via the webhook URL.

After confirming the above information, press "Save Configuration". The webhook should now be active, and your approvals in VendorPanel Core should be receiving real-time updates from DocuSign Connect.