Customer deliverables summary

A summary of actions and deliverables to complete the Docusign connection with Sage.

From Docusign (customer actions in Docusign)

• Create the Integration App

• Capture the Account Base URI

• Generate the Secret Key

• Create the Private Key

• Capture the Integration ID

• Capture the User ID

• Add the Redirect URIs (once you update with your Salesforce My omain)

From Sage People (customer actions in Salesforce)

• Upload all the required files into Salesforce Files

• Authorize the Consent Flow

• Assign the Docusign Server permission set to users