Note: You must have organization-level admin rights to do this.
In M-Files Hubshare, you can request signatures and sign
documents with DocuSign. For more information on how to
use DocuSign, refer to DocuSign in the M-Files Hubshare user guide.
To set up DocuSign in M-Files Hubshare:
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On the navigation bar, click the user icon and select
Settings.
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Click Organization.
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Next to Electronic document signing, click
Configure.
Result:The Electronic document signing page opens.
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In the General tab, select Enable.
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Next to Provider, select DocuSign.
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Go to DocuSign, and sign in.
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In DocuSign, click the user icon at the top right
corner, and select Go to Admin.
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At the bottom left corner, in Integration, click API
and Keys.
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Click Add Integrator Key.
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In App Description, enter a description and click
Add.
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Copy the Integrator Key value from DocuSign and paste it to M-Files Hubshare.
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Copy the Redirect URI value from
M-Files Hubshare and paste it to
DocuSign.
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In DocuSign, click Add Secret
Key and copy and paste the key to M-Files Hubshare.
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In DocuSign, click Add RSA
Keypair and copy and paste the private key to M-Files Hubshare.
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In DocuSign, click OK and
Save.
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In M-Files Hubshare, select Enable DocuSign Connect and click
Save.
When DocuSign Connect is enabled, the envelope
statuses are automatically updated in M-Files Hubshare. The
envelopes that contain more than one document are also automatically uploaded as a single
PDF.
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Select the Users tab.
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In the Users tab, select the user accounts that can use DocuSign.
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Click Save.