Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You need an Enterprise account to connect your company's Docusign account to Sighten.  If you do not have an Enterprise account with Sighten, don't worry!  The connection will default to Sighten's Docusign account.  You don't need to connect your own.

If you do not have an Enterprise Docusign account but have already inserted
Info
Info

All EverBright accounts come defaulted with a connection into EverBright’s DocuSign account. The instructions below are purely optional and only apply if you require that your contracts be sent via your company’s Docusign Business Pro account.

Note: If you do not have a Business Pro DocuSign account but have already put your credentials in the Integration settings in EverBright, please send an email

...

to support@goeverbright.com so that we can revert your account to using

...

EverBright's DocuSign

...

If you have an Enterprise account with Sighten and wish to connect your own Docusign account, please .

In EverBright

You need to insert your DocuSign credentials in EverBright. To do so, 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 login log into the account your DocuSign account and follow the steps below to ensure completed DocuSign envelopes return to SightenEverBright.

1. Log in as the admin account and go to Go to Admin by clicking on the top right nav

...

2. Click on Connect under Account Administration in the bottom left of the screenImage Removed

...

3. Click 

...

Add Configuration dropdown and select 

...

Custom:

...


4. Configure the Connection with the following,

...

 required elements:

  • Name:

  •  This
  •  This is name of the Connect configuration. The name helps identify the configuration in the list. 

    • Input:

  •  Engine
    •  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. 

  • sighten
  • io
  • remote
  • _connect/
  • Data Format: select “Legacy”. This cannot be changed once the configuration is saved.

  • 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

    Logs on the Connect page.

  • Require Acknowledgment: Select this option to log posting failures. DocuSign waits 100 seconds for an acknowledgement before recording a failure. DocuSign logs a failure if the attempt to reach the external endpoint returns anything other than an HTTP 200. The acknowledgment failure messages are logged on the Failures page, which is accessed by clicking FAILURES on the Connect page. When this option is selected, DocuSign will automatically attempt to repost any failures. You can also manually repost from the Failures page.so that failed callbacks of documents are reattempted by DocuSign. What this means is that DocuSign will resend any callbacks that fail to reach EverBright. For example, if EverBright 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

    the connected

    EverBright application is updated when the document

    has been completed by all the recipients

    or recipient actions are completed.

(Sample)

...

6. Click

...

Add to save the configuration.

7. (Optional) Advanced settings - here are the descriptions for the options above.  If you have any questions, please don't hesitate to reach out.

...

Related articles

You might also want to check out these related topics: