You need a DocuSign Business Pro account to connect your company's DocuSign account to Sighten. If you do not have a Business Pro account with DocuSign, no problem! The connection will default to Sighten's DocuSign account. You don't need to connect your own.
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If you do not have a Business Pro DocuSign account but have already inputted your credentials in the Integration settings in Sighten, please send an email to support@sighten.io so that we can revert your account to using Sighten's DocuSign. |
In Sighten
First, get in touch with Sighten's support team through chat or at support@sighten.io so we can arrange some settings on the back end.
You need to insert your DocuSign credentials in Sighten. To do so, click on the "menu" icon > Settings > Integrations and insert your DocuSign login and password in the appropriate fields.
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If you do not see the DocuSign username and password fields in Settings > Integrations, please contact your Sighten account manager and send an email to support@sighten.io |
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go to your Settings and then go to the Integrations section. Here you should see the ability to enter in DocuSign credentials to connect your account.
In DocuSign
Please have your account administrator log into your DocuSign account and follow the steps below to ensure completed DocuSign envelopes return to Sighten.
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Name: This is name of the Connect configuration. The name helps identify the configuration in the list.
Input: Engine
URL to Publish: This is the web address and name of your listener or Retrieving Service endpoint. You must include the protocol (HTTP: or HTTPS:) in the web address for Demo account. You must include HTTPS:// in the web address for Production accounts because SSL is required in Production.
Enable Log: Select this option to enable logging for this configuration. It is recommended that you enable this option to facilitate troubleshooting any problems. If you do not want to enable logging for this configuration, clear this box. DocuSign will keep the last 100 log entries for all Connect configurations for the account. The log entries can be viewed by clicking Logs on the Connect page.
Require Acknowledgment: Select this option so that failed callbacks of documents are reattempted by DocuSign. What this means is that DocuSign will resend any callbacks that fail to reach Sighten. For example, if Sighten misses callbacks during release downtime, they will be resent as long as this is turned on.
Trigger Events - Envelope Signed/Completed: Select this option so that Sighten application is updated when the document or recipient actions are completed.
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