Skip to main content

Avvoka <> Docusign Integration Setup Guide

An organisation-level setup guide for Avvoka administrators, covering how to activate the Docusign integration, authorise accounts, and optionally return envelope data to Avvoka automatically.

Overview

This guide covers connecting Avvoka with Docusign, in four parts:

  • Part 1: Standard setup (stock app). The recommended way to set up your organisation.

  • Part 2: Custom app. Set up your organisation using your own Docusign app. An alternative to Part 1: complete one, not both.

  • Part 3: Docusign webhook (optional). A Docusign webhook that syncs envelope data back to Avvoka.

  • Part 4: Authorise individual Docusign accounts. How Docusign accounts are authorised so documents can be sent for signature.

Part 1: Stock Docusign app (recommended)

We recommend using our Docusign app. Avvoka maintains this pre-registered application so that an organisation administrator can enable the integration directly from Avvoka with no configuration required in Docusign.

Note: The stock app pairs environments. The Docusign developer (demo) environment connects to Avvoka demo, and Docusign production connects to Avvoka production.

Enable Docusign at the organisation level

  1. Log into Avvoka as an organisation admin and navigate to Support → Organisations → {Your Organisation}.

  2. Scroll down to Integrations & API → Integration settings → Docusign Settings.

  3. Tick "Enable integration for all members of this organisation".

  4. Keep "Use default configuration" ticked.

  5. (Optional) You can add an HMAC secret key if you'd like to enable a Docusign webhook. Please refer to Part 3 for a full step-by-step guide on how to create an HMAC secret in Docusign.

  6. Click "Save".

Optional: While you are in the organisation settings, you can also authorise an organisation-wide Docusign account by clicking the "Authorise" button. This authorises a single Docusign account for the whole organisation so that every Avvoka user can send documents through it by default. Users can override this by authorising their own accounts at a deal level (for Massdraft) or in their User settings (for standard Avvoka documents).

That completes the standard organisation setup. Now users can authorise their individual Docusign account: see Part 4.

Part 2: Custom Docusign app

Note: Part 2 is an alternative to Part 1, not an addition. Use it only if you'd prefer your own Docusign app to the stock integration.

Avvoka also supports using a custom Docusign app that you set up within your own Docusign account. Compared with the standard setup, this involves two steps: first create the app in Docusign, then register its details in Avvoka.

Step 1: Create a custom Avvoka app in Docusign

  1. Log into Docusign as an administrator and go to the Admin tab, then click Apps and Keys under Integrations in the sidebar.

  2. Click Add App and Integration Key.

  3. Give the app a name (e.g. "Avvoka Integration") and click Create App.

  4. Note down the Integration key. This will be your client ID on Avvoka.

  5. Under Authentication, click Add secret key and copy the key down. This will be your client secret on Avvoka.

  6. Under Additional settings, click Add URI and enter your Avvoka callback URI (https://[your_Avvoka_URL]/docu_sign/authentification/callback).

    Note: If you are unsure of your Avvoka URL, contact your Customer Success Manager, who will provide it for you.

  7. Click "Save".

Step 2: Add the custom app in Avvoka

Now register your app's details in Avvoka so the integration uses it instead of the stock app.

  1. Log into Avvoka as an organisation admin and navigate to Support → Organisations → {Your Organisation}.

  2. Scroll down to Integrations & API → Integration settings → Docusign Settings.

  3. Tick "Enable integration for all members of this organisation".

  4. Untick "Use default configuration".

  5. Fill in Region, Client ID and Client Secret - see the table below for the correct values.

  6. (Optional) You can add an HMAC secret key if you'd like to enable a Docusign webhook. Please refer to Part 3 for a full step-by-step guide on how to create an HMAC secret in Docusign.

  7. Click "Save".

Parameter

Value

Region

Production connects to https://account.docusign.com; Demo connects to https://account-d.docusign.com (the Docusign Developer environment).

Client ID

The Integration Key from your Docusign app.

Client Secret

The secret key generated by your Docusign app.

Optional: While you are in the organisation settings, you can also authorise an organisation-wide Docusign account by clicking the "Authorise" button. This authorises a single Docusign account for the whole organisation so that every Avvoka user can send documents through it by default. Users can override this by authorising their own accounts at a deal level (for Massdraft) or in their User settings (for standard Avvoka documents).

That completes the custom-app organisation setup. Now users can authorise their individual Docusign account: see Part 4.

Part 3: Optional, automatic completion via Docusign webhook

You can set up a Docusign webhook so that envelope status flows back into Avvoka automatically once a document is fully executed in Docusign. What it updates depends on where the document was sent from:

  • Standard Avvoka documents. The webhook updates the document's state and attaches the executed PDF to the completed document.

  • Massdraft deals. The webhook updates the deal's execution tab with live envelope status.

Step 1: Create a custom webhook in Docusign

  1. Log into Docusign as an administrator and go to the Admin tab, then click Connect under Integrations in the sidebar.

  2. Select the Connect keys tab. Click "Add secret key" at the bottom of the list, and copy the created key. This will be your HMAC Secret on Avvoka.

  3. Select the Configurations tab. Click "Add Account Configuration" and select "Custom".

  4. Complete Name, URL to Publish, Trigger Events and Include HMAC Signature (as explained in the table below). Leave everything else as default.

  5. Click "Add configuration" to save.

Parameter

Value

Name

Avvoka Docusign Webhook

URL to Publish

Production: https://app.avvoka.com/docu_sign/webhook, or your own Avvoka URL if you are on a different server than the UK multitenant.

Demo: https://app.demo.avvoka.com/docu_sign/webhook, or your own Avvoka URL if different.

If you are unsure of your Avvoka URL, contact your Customer Success Manager who will provide it for you.

Trigger Events

For Massdraft: select "Envelope Signed/Completed", "Recipient Signed/Completed".

For regular Avvoka documents: select "Envelope Signed/Completed", then under Include Data select "Documents".

Include HMAC Signature

Tick this setting.

Step 2: Add the HMAC secret in Avvoka

  1. Log into Avvoka as an organisation admin and navigate to Support → Organisations → {Your Organisation}.

  2. Scroll down to Integrations & API → Integration settings → Docusign Settings.

  3. Paste the key you copied in Step 1 into the HMAC Secret field.

  4. Click Save.

Part 4: Authorise individual Docusign accounts

Before documents can be sent for signature, the relevant Docusign account must be authorised by each user. How you authorise depends on where you are sending from: standard documents on Avvoka, or Massdraft (mass-generation) deals.

Note: Both steps below are optional if your organisation has configured an organisation-level Docusign authorisation (see Part 1 or Part 2). In that case, the organisation-level account is used automatically, and users do not need to authorise individually, unless they want to override what the administrator set up for them.

Docusign on Avvoka: authorise in User Settings

To send documents for signature via Docusign from Avvoka, each user authorises their own Docusign account in their User Settings. This is a one-time step per user.

  1. Log into Avvoka and open User Settings (top right).

  2. Select My integrations from the left, then click Authorise next to Docusign Settings.

  3. You'll be redirected to DocuSign's login page and might be asked to allow access for the Avvoka application. Follow the on-screen steps.

  4. Once complete, you'll be redirected back to Avvoka.

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

Docusign for Massdraft deals: authorise at deal level

When sending documents for signature via Docusign from within a Massdraft deal, authorisation is handled at the deal level rather than in User Settings. Authorise the Docusign account for every deal so its documents can be sent through Docusign.

Need help?

If you run into any issues during setup, please contact your Avvoka Customer Success Manager, who can walk through the configuration with you.

  • Learn more about Massdraft here.

  • Learn how to set up a template for Docusign signature here

  • Learn how to sign documents through Docusign signature method here

Related Articles
Did this answer your question?