View detailed instructions to set up the integration here: https://support.freshservice.com/en/support/solutions/folders/50000000557 Prerequisites 1. Sign In to your Docusign developer account and navigate to Settings > Integrations > Apps and Keys 2. If you do not have an "App & Integration key" already, click on, "Add App & Integration Key" and type in the desired name for the app. 3. On the next screen, in the "Authentication" section, i. Select "Authorization Code Grant" ii. Click on "Generate RSA" and note down the "Private key". iii. Under the "Additional Settings" section, click on "Add URI", enter "http://localhost" and click on "Save". Installation Parameters 1. To find the installation parameters required to set up Doscusign orchestration, navigate to Settings > Integrations > Apps and Keys 2. Copy the API Account ID and the API Username 3. Once you copy the above parameters, click on Actions and then Edit your app. 4. Copy the Integration Key 5. Copy the Private Key - This parameter should be copied when you are creating a new RSA keypair as mentioned under Prerequisites section point 3(ii) 6. Is Production Account - This will be "true" if you're using a production account otherwise it'll be set to "false" in the case of a developer account. 7. The following two parameters are required for attaching documents to your Freshservice tickets as either a note or directly to a new ticket. I. Freshservice Domain - The domain of your Freshservice tenant. Example: demo.freshservice.com II. Freshservice API Key - Login to your Freshservice account. Click on your profile icon then Profile Settings on the right side pane, under Your API Key complete the captcha to copy your API key. Granting Consent After successfully entering your installation parameters, you’ll need to grant consent to the app. Clicking on the Add button will open up a new tab where you must grant consent to the app. Promote DocuSign Integration to Production To promote the integration from the dev environment to the production account: 1. Click on the launcher icon from the app’s installation page to initiate API calls on behalf of the user. DocuSign requires at least 20 consecutive successful API calls to promote the integration. You can use the API Dashboard to confirm the number of successful requests made. 2. In the e-signature admin (developer account, https://account-d.docusign.com/), request a Go-Live review. Reviews may take up to 20 minutes. 3. Once the review is complete, you could see the status as Review Pass on the DocuSign portal. Click on Select Go-Live Account from the ACTION menu, and select the appropriate account 4. After selecting a production account, the key's status will change to Pending Approval. You do not need to take any action at this point. Your key will be promoted within three business days of reaching this status. 5. Once your key has been promoted, you will receive an email notification and the key's status will change to Live, indicating the key is enabled in the production environment. 6. Post the successful promotion, You have to configure new credentials of production account in the orchestration app: Follow the instructions mentioned below. a. Login to DocuSign production account.(https://admin.docusign.com/) b. Navigate to Settings > Integrations > Apps and Keys c. Copy the API Account ID and the API Username d. Once you copy the above parameters, click on Actions and then Edit your app. e. Integration Key - Copy the Integration Key. Note: IK will be same, across developer and production account f. Generate RSA Keypairs (ID), and copy Private Key g. Set Is Production Account to true h. Freshservice Domain - The domain of your Freshservice tenant. Example: yourcompany.freshservice.com i. Freshservice API Key - Login to your Freshservice tenant. Click on your profile icon then Profile Settings on the right- side pane, you will see Your API Key.