DocuSign

This guide provides a step-by-step walkthrough on accessing your DocuSign account, creating and managing templates, setting up group signatures, and integrating DocuSign with ReleaseOwl. Follow these instructions to streamline your document approval and signature processes efficiently.

1. Accessing Your DocuSign Account

1. Log in to your DocuSign account.

2. Navigate to My Apps & Keys from the account dashboard.

2. Go to Templates Section

1. Click on the Templates tab.

2. Select the Start button.

3. Inside the Start menu, choose "Envelope Templates"and then select "Create a Template".

Create a Template

1. Enter the required details:

• Template Name

• Template Description

1. Upload the document that requires a signature.

Add Recipients

1. Specify recipient details:

• Role

• Name

• Email

1. Click "Next" to proceed.

1. Drag and drop the Signature field onto the document where the recipient needs to sign.

2. Once all fields are placed, click the "Send" button.

3. Recipient's Actions

1. The recipient will receive an email containing a link to sign the document.

2. Click the "Review Document" button in the email to proceed.

1. The document will open in a new tab. The recipient should click the "Tap to Sign" button at the designated signature location.

4. Setting Up Group Signatures

1. Go to the Admin section.

2. Navigate to Users and Groups and click on Signing Groups.

1. Click the Add Signing Group button.

1. Provide a name for the signing group and click Save.

1. Click Assign Users to add members:

• Click Add User Manually and enter the user’s name and email.

• Click Assign to complete the process.

Using Group Signatures

1. Go to Agreements and click the Start button.

2. Inside the Start menu, select Envelopes and then click on Send an Envelope.

1. Upload the document that requires a signature.

2. Add recipients and specify:

• Role

• Name

• Email

1. In the Name section, click the recipient’s name to open a popup.

2. Assign the group by selecting the group name and clicking Apply Selected.

1. Click Next to proceed.

1. Drag and drop the Signature field onto the document.

2. Click the Send button.

Group Recipient's Actions

1. All group members will receive an email containing a link to sign the document.

2. Any one member of the group can click the "Review Document" button in the email and complete the signature process.

5. Integrating DocuSign with ReleaseOwl

1. Go to the Administration View in ReleaseOwl.

2. Click on Credential Manager and then Register Credential.

1. Fill in the fields:

• Credential Name: Enter a reference name of your choice.

• Credential Type: Choose DocuSign.

Retrieve Client ID and Secret

1. Log in to DocuSign and click the “Admin”button.

1. Navigate to Integrations and select Apps and Keys.

1. Click Add App and Integration Key.

1. Copy the Integration Key which is nothing but the client id

1. Click on the “Add Secret Key” button which is nothing but the Client Secret.

1. Set the Redirect URI to:

• https://na3.releaseowl.com/rateloginserver/api/oauth/accesstoken

1. Check all allowed HTTP methods and click Save.

Save Credentials in ReleaseOwl

1. After creating the app successfully, click on the Actions button, then select Edit.

2. In the Apps and Keys section, locate:

• API Account ID: This is the Account ID.

• Account Base URL: This is the API Host URL.

• Copy these URLs to paste them into the credential manager.

1. Use the following URLs:

• Token URL: The DocuSign URL with /oauth/token.

• Authorization URL: The DocuSign URL with /oauth/auth.

1. Copy all the credentials, paste them into the Register Credential, and click the Save button.

Generate a Token

1. In Credential Manager, select the created credential.

2. Click Generate Token to verify if the entered credentials are correct.

Create a Release Pipeline

1. Navigate to the project view.

2. Click View My Projects in the top-right corner.

1. Select your desired project and click Switch to Project.

Create a New Release Pipeline:

• Go to the Release Pipeline section.

• Click Create New Release Pipeline.

• Provide a name for the release pipeline.

• Add stages as required.

• In each stage, go to the Tasks section, click Add, and select DocuSign Approval.

Assign Users for Approval:

• Under Assign To, select the User option.

• Click the Select User field.

• Click the icon next to the "Select User" field (the square icon)

• In the user selection window that appears, choose the desired user and confirm the selection.

• For Credentials, use the dropdown menu to select the appropriate credentials.

Configure Approval Templates:

1. Choose between Manual Upload or Use Template:

2. Use Template: Click Get Templates to fetch the available templates.

• After selecting Get Templates, you will receive the signed document in DocuSign on ReleaseOwl.

• If you click on the Document ID, you can view the document.

• Click on Add Template to retrieve the template, and then click the Close button.

Manual Upload:

• Provide a description for the subject.

• Click + to add a recipient and fill in their details.

• Click Save.

Promoting a User Story with Manual Template

1. Create a User Story:

• Begin by creating a user story in ReleaseOwl and save it.

1. Edit the User Story:

• Open the saved user story, and add the Release Pipeline and relevant components.

• Add CPI artifacts and click Save.

1. Promote the User Story:

• Click Promote. The recipient will receive an email notification.

• Click on the link in the approval email, and you will be directed to a new tab for the approval.

• Click on Status to add the templates, and a side screen will open.

• Add the respective documents and add the recipients. Click on Next to add the signature on the document.

• After adding the signature, click on the Send button.

• The recipient will receive the document for review.

• After reviewing and signing the document, the user story status will change to Completed.

1. Review and Sign:

• The recipient will click on the approval link in their email and be directed to the document for review.

• After reviewing and signing the document, the user story status will change to Completed.

Promoting a User Story with Upload Template

1. Create a User Story: Start by creating a user story in ReleaseOwl and save it.

1. Edit the User Story:

• Edit the saved user story to add the Release Pipeline and necessary components.

• Add CPI artifacts and click Save.

1. Promote the User Story: Click Promote to initiate the approval process.

1. The recipient will receive an email notification, and the status will remain Waiting until they approve.

1. Review and Sign:

• The recipient will click the link in the approval email to review the document.

• After reviewing and signing, the user story status will change to Completed.