DocuSign Integration Lanteria HR Settings

To configure DocuSign integration in Lanteria HR, follow the steps below:

1. Go to Settings > Settings and Configuration > Integrations > DocuSign Integration.
   
2. Configure the settings as described below:

• Enabled - Specifies whether the ability to send uploaded candidate documents for electronic signature is enabled. When you enable this functionality, on the Candidate Documents form, the ability to send documents to Candidate Self-Service for candidates to electronically sign as well as the ability see the signature status of sent documents becomes available.
• Rest API URL - Specifies the URL endpoint of the DocuSign eSignature rest API. Depending on your needs, use one of the following:
  • https://demo.docusign.net/restapi (for development/demo purposes) 
  • https://{server}.docusign.net/restapi (for production/live environment) where {server}is the data center location of your production account (for example, NA1, NA2, or EU). You can obtain your production data center location from:
    • The base_uri in the response of a call to /oauth/userinfo. If you obtain the base_uri in this way, you should do it once when the user authenticates for the first time and cache the response.
    • The Account Base URI section of the Apps and Keys page
• Integration Key - Specifies the integration key. This key is a unique GUID that can be generated in DocuSign admin settings to identify your API integration. An integration key is required to authenticate your API calls with DocuSign. Your integration key can be obtained in the DocuSing Admin settings as follows:
  1. Log in to https://account-d.docusign.com with your account.
  2. On the header, click Settings to access the admin settings.
     
  3. In the navigation pane, under Integrations, click Apps and Keys, and then click ADD APP AND INTEGRATION KEY.
     
  4. In the Add Integration Key dialog window, in the App Name field, enter the name of integration key/app, and then click CREATE APP.
  5. Copy the generated integration key, and paste it into the Integration Key field in the Lanteria HR DocuSign integration settings.
• User ID - Specifies the ID of the DocuSign user with administrator permissions through whom the communication with DocuSign will be performed. You can add users to your DocuSign account in the Admin settings:
  1. Log in to https://account-d.docusign.com with your account.
  2. On the header, click Settings to access the admin settings.
  3. Under Users and Groups, click Users.
     
  4. Select a user with the Administrators role to open the user profile. Please refer to this guide for more details on how to set up permissions sets.
  5. In the User Profile window, copy the user ID and paste it into the User ID field in the Lanteria HR DocuSign integration settings.
• RSA Private Key - Specifies the RSA private key that is required for integration with DocuSign. This private key is part of the RSA keypair that should be generated in the DocuSign admin settings, within the settings of the integration key that you specifies in the Integration Key setting:
  1. Log in to https://account-d.docusign.com with your account.
  2. On the header, click Settings to access the admin settings.
  3. In the navigation pane, under Integrations, click Apps and Keys.
  4. Under Apps and Integration Keys, click Actions > Edit for the integration key that you generated earlier. 
  5. Under Service Integration, click GENERATE RSA.
  6. Copy the RSA private key that starts with -----BEGIN RSA PRIVATE KEY----- and ends with -----END RSA PRIVATE KEY-----, and then past the key into the RSA Private Key field in the Lanteria HR DocuSign integration settings.
  7. Click CLOSE.
• Email Subject Title - Specifies the title that will be used as an email subject in email notifications that will be sent to candidates to sign a document.
• Sign Here Tag Anchor String - Specifies the tag that is used to identify the location of the electronic signature in a document. You must use this tag in a PDF or Word document that you want to be electronically signed. A candidate will be able to apply an electronic signature next to this tag. The tag will remain visible on the document. You can change this tag if necessary.
• Sign Date Tag Anchor String - Specifies the tag that is used to identify the location of the electronic signature date in a document. If you use this tag in a PDF or Word document that you want to be electronically signed, the date when the document was electronically signed will be automatically added next this tag. Using this tag is optional. The tag will remain visible on the document. You can change this tag if necessary.
  Tip

  You can hide the Sign Here Tag Anchor String and/or Sign Date Tag Anchor String tag in a document that is going to be electronically signed by making the tag font color identical to the document background (typically white). This will still allow the program to identify the place where the electronic signature and signature date must be located in the document, but the tag text will not be visible; only the signature and, if the signature data tag was added, signature date will be displayed. The signer will be able to identify the place where to DocuSign the document by the  icon.

3. Click Apply Changes.
4. Add URI of your Lanteria HR, for which you are configuring integration with DocuSign, to the list of redirected URIs in DocuSign settings for the integration key that you generated earlier:
   1. Log in to DocuSign https://account-d.docusign.com.
   2. go to Settings >  Integrations > Apps and Keys.
   3. Under Apps and Integration Keys, click Actions > Edit for the integration key that you generated earlier.
   4. Under Additional Settings, and, click ADD URI, and then, in the Redirected URIs field, specify the URI of your Lanteria HR, for which you are configuring integration with DocuSign. It is specified in the DocuSign integration settings in Lanteria HR.
   5. Click SAVE.
5. Click Provide Consent to allow the DocuSign app to request access to your Lanteria HR account without you being present. This is mandatory for integration with DocuSign. Make sure you click this button after you configured the redirected URI in the previous step.
6. Log in to your DocuSign developer account if requested, and then click Allow Access on the message that appears.
   Note

   If you get an error, verify that you configured all DocuSign integration settings correctly.