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Set-Up DocuSign New Account.

Modified on: Mon, 14 Apr , 2025 | 08:12 AM

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The DocuSign set-up is divided into two parts:

1. Creating a DocuSign Developer Account. Must be done whether you have an existing account or a new user.
2. Linking Your DocuSign Account to FranchiseSoft.

Create a Docusign Developer Account 

1. Use the following instructions to create a DocuSign Developer account and obtain an Integrator Key, Account ID and Secret Key to link your account with FranchiseSoft.
2. Create DocuSign Developer (Sandbox) Account account here: https://developers.docusign.com
3. Once created, login to your DocuSign Developer account here: https://account-d.docusign.com/#/username
4. Steps to Create a Template in DocuSign Developer Account
5. Go to “Templates”
6. On the top menu, click "Templates"
7. Then click the “New Template” button from Start Button.

Enter Template Details

1. Name: Enter a name for your template.
2. Description (optional): Add a description to explain the purpose of the template.
3. Click “Upload” to add the document(s) you want to use in the template (PDF, Word, etc.).
4. Under “Add Recipients”, fill in:
5. Role (e.g., "Client", "Manager")
6. Name & Email are optional here—you’ll provide them when you use the template later.
7. Choose “Needs to Sign”, “Receives a Copy”, or other actions as needed.
8. Select Envelope Types

Add Fields to Document

1. Click “Next” to open the document editor.
2. Drag and drop fields like:
3. Signature
4. Date Signed
5. Full Name
6. Text fields
7. Checkboxes, etc

Save the Template

1. Once your fields are placed, click “Save and Close”.

To find your Integrator Key (Client ID) and Secret Key from DocuSign, follow these steps:

Step 1: Log in to DocuSign Developer Account

1. Go to DocuSign Developer Portal and log in.
2. Click on Admin section form top navigation

Step 2: Navigate to Apps and Keys

1. In the left sidebar, go to Integrations ? Apps and Keys.
2. Under My Apps & Keys, you will see a list of existing apps or an option to create a new one.

Step 3: Get the Integrator Key

1. Add App and Integration Key
2. Enter App Name and Click on Create App button. (Add a description for your application, this is typically something like “Brand X” or “Brand X FS Integration”.)
3. Your Integrator Key  will be displayed under the app details.
4. Copy this Integrator Key It will use in FS

Step 4: Generate the Secret Key

1. Scroll down to the Authentication section.
2. Click Add a Secret Key.
3. Copy the Secret Key immediately (it won’t be shown again after you leave the page).
4. Click on ADD URI under Redirect URIs and add this https://app.franchisesoft.com/user/aouthDocusign link to the text box.
5. Click on Save Button.
6. Your integrator key is a string that appears in the Apps & Integration Keys section of API and Keys in DocuSign Settings.

Use the following instructions to link your Live DocuSign Account in FranchiseSoft: 

1. Go to Update Profile section from top right corner.
2. Click on DocuSign from left navigation.
3. Copy your Integrator Key and Account ID and Secret Key from your Developer Account and enter that information in FranchiseSoft:
4. Click on Submit button.
5. Click on Map / Sync Template button.
6. Select template that you want to use for Franchisor, Franchisee or Both.
7. Now click on Back to DocuSign link.
8. Now click on the 20+ transactions button.
9. After receiving 20+ transactions now go back to you DocuSign Demo account.
10. From App & Keys section, Click on Submit for Review link to start the automated review process. Reviews may take up to 20 minutes to complete.
11. Upon successful review of the transactions, the key’s status will change to Review has Passed.
12. If the system cannot find at least 20 error-free, consecutive API transactions that do not violate API Rules and Limits, the key’s status will change to Review has Failed.
13. To see the most recent review status, select ACTIONS -> Review Results.
14. Once your transaction review has passed, the next step is to select a live DocuSign account to promote the key to. Select the key you would like to enable and click ACTIONS -> Select Go Live account.    
15. After accepting the developer terms and conditions a popup comes for login to your live account.
16. Once authenticated, a list of your live DocuSign accounts will be displayed. Select the account you wish to promote the key to.
17. After selecting a live account, the key’s status will change to Pending Approval. You do not need to take any action at this point and your key should be promoted in 4-24 hours after reaching this status.
18. Once complete, you will receive an email notification and the key’s status will change to Live, indicating the key is live in production!
19. The key will also start displaying in the live DocuSign account it was linked to once it has been enabled.
20. Return to FranchiseSoft once your key has been approved and switch your Account Type to Live.