Introduction

Avvoka’s DocuSign integration leverages embedded sending to allow you to create DocuSign envelopes from directly within Avvoka. Once the document has been signed, a copy of the DocuSign PDF will be attached to the completed document on Avvoka as well.

1. Setting up your Avvoka organisation to activate the DocuSign integration:

Log into Avvoka as an organisation admin and navigate to the “Support” tab and select “Organisations”.

Select your organisation and scroll down to the Integrations settings and tick the Enable checkbox and Use default configuration checkbox. Press “Save” to save changes.

Hmac Secret [optional]:

To enable the DocuSign webhook to automatically mark documents in Avvoka as completed, enter your HMAC secret key in Avvoka.

Enabling the stock Avvoka<>DocuSign app [RECOMMENDED]:

To enable the stock Avvoka<>DocuSign app, click the checkbox for “Enabled” and click “Save”.

Adding a custom DocuSign app:

Users are also able to add a custom DocuSign app (that they’ve set up within their own DocuSign accounts) by clicking the checkbox for “Custom” as well. After selecting “Custom”, users are prompted for the following information:

Organisation wide-authorization:

Avvoka now supports organisation-level authorization for DocuSign accounts. Through the Org Settings feature, administrators can authorize a DocuSign account at the organisational level, allowing all Avvoka users to access this authorization when sending documents to DocuSign without needing individual authorization. However, users can still opt to override this setting by authorizing a personal DocuSign account in their User Settings. If no organisation-level authorization is set up, users will be prompted to authorise their own accounts individually in User Settings, requiring each user to authorize their account individually.

Additionally, this organisation-wide authorization setup is optional, providing flexibility for teams to choose between centralized or individual account authorizations based on their preferences.

For instructions on how to create a custom DocuSign app, please refer to section 4 below.

To find out how to set up the DocuSign webhook, please see section 2 below.

2. Setting up a DocuSign webhook to return the executed document to Avvoka [optional]:

You are also able to set up the integration such that when a document has been fully executed on DocuSign, the executed document will be saved as an attachment to your document on Avvoka as a PDF file. This will also automatically mark your document on Avvoka as “Complete”. NB: Without this webhook, you will have to manually mark your documents as “Complete” on Avvoka. Also note that you would require an “Advanced” API subscription from DocuSign to enable the webhook.

To set this up, log into DocuSign as an administrator and go to the “Settings” tab, then click on “Connect” under “Integrations” in the sidebar.

Select the “Connect keys” tab, click on “Add secret key” and copy the created key. This key will be added in section 1 above as the “Hmac Secret” NB: Make sure to copy the entire key and store it safely. This key will not be visible again after leaving this page.

Navigate to the “Applications tab”, click “Add configuration” and then click “Custom”.

Add in the following details, leaving everything else as default:

Click “Save configuration”.

3. Authorising your Avvoka account on DocuSign:

After enabling the DocuSign integration for your organisation, users with organisation-level authorisation can override the need to create a new account, while those without this level of authorisation will need to authorise their individual DocuSign accounts. This means that documents sent for signature via DocuSign on Avvoka will go through the DocuSign account that has been authorised.

To do so, log into Avvoka and head to the user settings at the top right.

Select My integrations from the left and click the "Authorise" button under DocuSign Settings. NB: if you do not see this section, that means that DocuSign was not enabled for your organisation. Please refer to section 1 above to configure this.

You will be redirected to DocuSign’s log-in page and asked to allow access for the Avvoka application. Follow the steps on the screen and you will then be redirected back onto Avvoka when the authorisation is complete.

You’re done! Any documents generated from templates that have DocuSign selected as the signing method will now go through DocuSign.

4. Creating a custom Avvoka app on DocuSign [optional]:

Avvoka also supports using a custom Avvoka app on DocuSign, if you’d prefer it to our stock integration. To set this up, follow these steps.

Log into DocuSign as an administrator and go to the “Settings” tab, then click on “Apps and Keys” under “Integrations” in the sidebar.

Click “Add App and Integration Key”

Give the app a name (e.g. Avvoka Integration) and click “Create app”.

your integration key will be the "Client ID" on Avvoka.

Under “Authentication”, click “Add secret key” and copy this key down. This will be the “Client Secret” on Avvoka.

Under “Service Integration”, click “Generate RSA” and copy the “Private Key”. This will be the “Rsa Private Key” on Avvoka.

Make sure you copy the full key (including the ---- begin and end of RSA key ---- parts, by clicking "Copy to clipboard" button and pasting this into Avvoka).

Under “Redirect URIs”, click “Add URI” and enter “https://[app].[demo].avvoka.com/docu_sign/authentification/callback”.

Click “Save”.

For more information on DocuSign