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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
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DocuSign account but have already
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put your credentials in the Integration settings in
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EverBright, please send an email
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to support@goeverbright.com so that we can revert your account to using
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EverBright's DocuSign.
In
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EverBright
First, you You need to insert your DocuSign credentials in SightenEverBright. To do so, click on the hamburger button > Settings > Integrations and insert your DocuSign login and password in the appropriate fields.
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 SightenEverBright.
1. Log in as the admin account and go to Go to Admin by clicking on the top right nav
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2. Click on Connect under Account Administration in the bottom left of the screen
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3. Click
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Add Configuration dropdown and select
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Custom:
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4. Configure the Connection with the following,
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required elements:
Name:
This This is name of the Connect configuration. The name helps identify the configuration in the list.
Input:
EngineEngine
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.
Input: https://engine.
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
LOGSLogs 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 SightenEverBright. For example, if Sighten 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 connectedEverBright application is updated when the document
has been completed by all the recipientsor recipient actions are completed.
(Sample)
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6. Click
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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.
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