DocuSign Integration

   PlatformApplicable to all products in Temenos Journey Manager.  |   All Personas

The Temenos Journey Manager platform offers a seamless integration of services with DocuSignDocuSign is the leader in eSignature transaction management. The Temenos Journey Manager platform uses this solution to speed the rate at which all digital documents are completed, signed, and returned. so form users can exchange contracts and sign documents electronically from application forms.

To enable the integration in Manager, which runs services that interact with a DocuSign server, you need to:

  • Configure OAuth authentication in a DocuSign account
  • Install the latest DocuSign Exchange component
  • Configure a DocuSign service connection
  • Grant one-time consent to a DocuSign API user

Configure OAuth Authentication in a DocuSign Account

You must have a correctly configured DocuSign user's account to set up a DocuSign Exchange component and DocuSign service connection.

To configure OAuth authentication in your DocuSign account:

  1. Login to your DocuSign account as an admin user you want to use to make API calls.
  2. Select the Settings tab to open the Admin Dashboard page, then click the Apps and Keys tab.
  3. Copy the User ID under My Account Information and save it. You need this to populate the DocuSign service connection properties.
  4. Select your app under Apps and Integration Keys, then select Edit from the ACTIONS dropdown list.
  5. Copy the Integration Key under General Info and save it. You need this to construct the URL in the Grant OAuth Consent to API User, as well as to populate the DocuSign service connection properties.
  6. In the Service Integration block, generate an RSA key pair and save the private key to a file. You need this to upload into the DocuSign service connection.
  7. In the Additional settings block, add https://www.docusign.com and https://httpbin.org/get to the Redirect URIs list.
  8. Click Save at the bottom of the page.

Configure a DocuSign service connection

DocuSign is in the process of retiring basic user password authentication which will no longer be supported after March 2023. For more information, see DocuSign API Basic User Password Authentication Retirement.

The DocuSign OAuth service connection replaces the DocuSign service connection, which uses basic username and password authentication.

Depending on what Manager version you are on, you need to configure:

  • DocuSign service connection - prior to version 22.10
  • DocuSign OAuth service connection - version 22.10

Grant one-time Consent to a DocuSign API User

As a final part of DocuSign configuration, you need to grant OAuth authentication access to a configured DocuSign API user permanently. You have to do this only once after the DocuSign API user is created or changed. Depending on what Manager version you are on, you need to follow a different set of instructions:

  • DocuSign service connection - prior to version 22.10
  • DocuSign OAuth service connection - version 22.10

Now, you have successfully installed and configured the DocuSign service connection and services, so you can start implementing DocuSign functionality in your forms.

Next, learn more about Journey Manager features.