Create a Custom Connection

This connection is used by the DocLink web service to monitor messages about where a document it in the signature process.

Instructions for creating/editing a DocuSign custom connection are provided for example purposes only.

1. Log into your DocuSign account.
2. Click on User in the upper corner, then Go to Admin.
3. On left-side nav menu scroll down to Integrations, then click Connect.
4. Click the Add Configuration drop down menu, then Custom. The Custom Configuration Settings page will open.
5. Enter a Name that uniquely identifies the connection.
6. Copy the URL below into the URL to Publish (HTTPS required) field.
   1. Replace SERVERNAME with the name of your public-facing web server where the Altec.WebServices.DigitalSignature.AppPool is installed.

      https://SERVERNAME/DocuSignConnector/api/webhooks/incoming/docusign/?code= 8aa9245773fd42335c030e8f33fa7d4ee2460b2a
              
      

7. Under Trigger Events > Envelope Events, include the following (all other events are not needed). These are needed so DocLink can move documents through workflow.
   • Sent
   • Signed/Completed
   • Declined
   • Voided

   The Signed/Completed event will trigger DocLink to pull the signed image from DocuSign and replace the original DocLink Document. When this happens, two important things happen:

   1. Replace SERVERNAME with the name of your public-facing web server where the Altec.WebServices.DigitalSignature.AppPool is installed.
   2. The new document from DocuSign comes in as a PDF.
8. Click the Add button at the bottom of the screen to save the connection.