DocuSign Account Integration

This article walks you through how to integrate your own DocuSign account with the Avallone platform—starting with the DocuSign demo (sandbox) environment and eventually moving to the production environment.

📘️Prerequisites

• Before you begin, make sure you have:
  • A DocuSign Developer (Demo) account: DocuSign Developer Center | eSignature APIs & Resources | DocuSign
  • A DocuSign Production account DocuSign
  • Access to your Avallone Tenant Settings
  • A password manager to store sensitive keys securely

⚙️ Step 1: Set Up the DocuSign Integration in the Sandbox

Before you can add your DocuSign production account to the Avallone app we need to test that the integration is working in DocuSign demo account. More about it in the DocuSign Go-live.

1. Log into your DocuSign Developer account
   URL: DocuSign
    
2. Navigate to the Admin tab.
   
    
3. In the left sidebar under Integrations, click Apps and Keys.
   
    
4. Click Add App and Integration Key and give your app a name.
   
    
5. In the Authentication section, select:
   ✅ Is your application able to securely store a client secret? -> Yes
   
   
    
6. In the Service Integration section, click Generate RSA Keypair.

• Copy and store both the Public and Private keys in a secure location (e.g., your password manager).

• You’ll need the Private Key later in Avallone.

  

   

• In Additional Settings, add this Redirect URI: https://app.avallone.io/settings/docusign and click Save.

  
  
   

  7. Your new integration should now appear under Apps and Keys.

🛠 Step 2: Connect DocuSign to Avallone

1. Log into the Avallone platform and go to Settings → DocuSign Settings. (If you dont see this section please contact Avallone Support to request access)


 

• User ID and API Account ID: Found under "My Account Information"
  
   
• Integration Key: From the app you just created
  
   
• Environment: Select Demo
  
   
• Private RSA Key: Paste the private key you saved earlier
  
   

2. Click Save and Enable Integration

 

3. You will be redirected to a DocuSign screen to Allow Access. Click Allow Access.


 

4. The integration is now active in sandbox mode and ready for testing.

✅ Step 3: Test the Integration and Go Live

• To go live, you need to make at least 20 successful API calls from the Avallone platform to DocuSign.

• After that, you can submit the app for review inside the DocuSign developer console.
  

🚀 Step 4: Move to Production

Once approved, your integration will appear in your production DocuSign account: DocuSign

1. Apps and integration keys are created in developer accounts and migrated through the go-live process.

⚠️ If the app does not appear in production automatically, you will need to manually recreate it using the same steps as in sandbox, but using your production credentials:

• Production Integration Key
• Production API Account ID
• New RSA Keypair
• ❗️Update the environment in Avallone to point to your Production Base URI (visible in DocuSign
  -> Apps and Keys)
  

📧 Step 5: Set Up a Production User

• Use this user’s User ID in the Avallone DocuSign settings
• After saving, this user will need to approve access just like in Step 2

DocuSign request email sender

Permission Profile for the DocuSign sender

 

🧩 Final Notes

• All signature request emails will come from the user configured above.
• Keep your private keys secure and never expose them in client-side code.
• Contact Avallone Support if you encounter permission issues or errors during integration.