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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

  1. Login to TAP (Super Admin access required)
Add a new and or another DocuSign account for TAP 04.png
  1. Click on the Administration tab
Add a new and or another DocuSign account for TAP 16.png
  1. Click on eSignature Keys

  • Click on New DocuSign Connection

Add a new and or another DocuSign account for TAP 17.png

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

Add a new and or another DocuSign account for TAP 18.png

  1. Login to your DocuSign account (Full Admin access required)

Add a new and or another DocuSign account for TAP 19.png

  • Enter your password
  • Click Login

Add a new and or another DocuSign account for TAP 20.png

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

Add a new and or another DocuSign account for TAP 21.png

  1. 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. To know how to Generate App Password in Docusign, click here. 

Add a new and or another DocuSign account for TAP 22.png

  1. Go to the DocuSign account – Go to Admin
  • Click on Go to Admin underneath your profile icon

Add a new and or another DocuSign account for TAP 23.png

  1. Click on API and Keys
  • Copy the API Account ID

Add a new and or another DocuSign account for TAP 24.png

  1. Open up the TAP page – DocuSign AccountId
  • Paste in the DocuSign AccountID into TAP
  • Click Connect

Add a new and or another DocuSign account for TAP 25.png

  1. You will now see the account is active

Add a new and or another DocuSign account for TAP 26.png

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>

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  2. Tags
    1. 404error
    2. Docusign
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    4. Invalid credentials
    5. TAP