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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 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
You need to insert your DocuSign credentials in SightenEverBright. 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 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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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.
Input: https://engine.sightengoeverbright.iocom/api/remotev1/notification_webhook/docusign_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 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 Sighten EverBright application is updated when the document or recipient actions are completed.
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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.
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Include Document PDFs: Select this option to have Connect send the PDF documents along with the XML update. If you do not want to receive the PDF documents with the updates, clear this box.
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Include Certificate of Completion: Select this option to have Connect include the Certificate of Completion with completed documents. If you do not want to receive the Certificate of Completion with the updates, clear this box.
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