Add a new and/or another DocuSign account for TAP

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How to add a new and/or another DocuSign account for TAP You will be able to add a new and / or another account to your DocuSign Esignature account for TAP

How to add a new and/or another DocuSign account for TAP

You will be able to add a new and / or another account to your DocuSign Esignature account for TAP

Login to TAP (Super Admin access required)

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Click on the Administration tab

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Click on eSignature Keys

Click on New DocuSign Connection

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A new window appears in order to obtain next you will need to login to your DocuSign account

Login to your DocuSign account (Full Admin access required)

https://account-d.docusign.com/
Click continue

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Enter your password
Click Login

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Go to the Profile in your DocuSign account and copy the email address

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Open up the TAP page

Paste in the DocuSign Email Address section the DocuSign account email address
Next enter the App Password created in DocuSign for this account

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Go to the DocuSign account – Go to Admin

Click on Go to Admin underneath your profile icon

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Click on API and Keys

Copy the API Account ID

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Open up the TAP page – DocuSign AccountId

Paste in the DocuSign AccountID into TAP
Click Connect

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You will now see the account is active

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Troubleshooting

Problem Description:

If you run into an error 'Invalid Credentials' or the account does not save and remains on the configuration screen:

Navigate back to the DocuSign account>Admin>API and Keys

If the Account's Base URI is not 'https://docusign.net/api/3.0

DocuSign URI Settings.PNG

Create a support ticket with the new URL for a change on the TAP side.

Note for Mitratech Internal:

In the latest DocuSign accounts, the account base URLs are under na1/na2/na3 servers and might look like https://na1.docusign.net. When the client creates a support ticket to change this URL in the portal settings, please create a hosting ticket to change the 'ESDefaultEndpointBaseUrl' setting to https://na1.docusign.net/api/3.0.

Ensure you add api/3.0 at the end of URL so that our code calls DocuSign API endpoint for authentication which only works with entire https://na1.docusign.net/api/3.0. If we update the URL without api/3.0 then the e-Signature connection would result in 500 Internal server error in console & the portal logs will show the below error.

MessageText==>
The request failed with the error message:
--
<html><head><title>Object moved</title></head><body>
<h2>Object moved to <a href="/Member/404Error.aspx?aspxerrorpath=/accountmanagement.asmx">here</a>.</h2>
</body></html>

--. ExceptionType==> System.Net.WebException Exception==> The request failed with the error message:
--
<html><head><title>Object moved</title></head><body>
<h2>Object moved to <a href="/Member/404Error.aspx?aspxerrorpath=/accountmanagement.asmx">here</a>.</h2>
</body></html>