Initial Setup

Summary

SuccessPro can be configured to send Docusign envelopes by using Assessment HTML Reports to initiate the document creation and signing process. This integration with Docusign works on the concept of a Docusign User from a client's Docusign instance "consenting" to allow SuccessPro to send envelopes on behalf of that user. Once the Docusign user is set up, that user's GUID is used in the HTML Report configuration to setup the Docusign envelope/signing flow.


ActiFi/SuccessPro Docusign Instance Configuration

ActiFi maintains two Docusign environments: a "Developer" and a "Production" Environment. For each tenant instance of SuccessPro that will include the Docusign integration, the following steps must be taken in these environments:
    Log in to the Docusign instance as an admin user.Developer Login:  https://account-d.docusign.com Production Login:  https://account.docusign.com 
    Navigate to Admin → Integrations → Apps and Keys
    Locate the "ActiFi SuccessPro" app and select "Edit" from the Actions dropdown.
    Scroll down to "Additional Settings" and click "Add URI". Add a new URI with the following format, replacing [subdomain] with the tenant's subdomain:https://[subdomain].actifi.com/n/api/pub/auth/docusign/authorization-verification
    Scroll to the bottom of the edit view and click "Save".


Tenant Instance Configuration

Connecting one or more client Docusign Users to a tenant instance of SuccessPro enables that instance of SuccessPro to send envelopes on behalf of that user or users. Follow the steps below to connect users.
    Log in to the tenant instance of SuccessPro as an admin user.
    Navigate to Admin → Integrations → Docusign.
    Using email or some other delivery method, get the "Authorize" link to the appropriate individual at the client organization who can log in as the user they wish to use for consent. Note: Make sure to include the entire link, which is quite long. Use the "Copy Link to Clipboard" button to ensure you have captured the entire URL.
    When the client clicks the link, they will be prompted to sign into their Docusign account. It is important that they sign in as the user who will be consenting, which may not be their individual user. After authentication, they will see the following message and need to click "Allow Access".
    After clicking "Allow Access", the user will be redirected to the tenant instance of SuccessPro via the URL configured in our Docusign App configuration. If the authorization was successful, they will see their user details displayed:
    After the client has completed this process, log in to the tenant SuccessPro instance as an admin user and return the Docusign admin screen. Confirm that the user is now listed and their status is "Connected".
    The "Docusign System User ID" can now be used in report configuration to send Docusign envelopes. Note: If at any time the user becomes Disconnected, re-send the Authorization URL to the client user and have them complete the process again. This will re-connect the existing user in SuccessPro.


Troubleshooting


  • Error consent_required : The Docusign API will return this error if the Docusign user who has consented to the integration revokes access to the ActiFi SuccessPro Connected App: