Enable eSign support for your instance
The eSign service is enabled, on request, HighQ support.
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If you provided your DocuSign account credentials, your eSign service is already configured and authorised.
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If you want to enter your own Client ID (Integrator key), follow these instructions.
When HighQ support has configured the eSign service you must authorise the service using your own eSign account credentials.
Enabling the DocuSign service with your Client ID
Normally this configuration is completed by HighQ support. However, if you want to use your own Client ID (Integrator key), it can be done by following these instructions.
It is highly recommended that you contact HighQ support before continuing.
System-level administration
System administrators can enable the DocuSign service in System Admin > System Settings > Third Party Services:
To enable the service, click Add.
The Add Service screen opens:
Select the DocuSign service add then click Add this adds the service under Third party services.
Click More Actions >for the service an select Configure:
The configuration screen opens:
Enter the Client ID and Client secret key from your eSign service account. For more instructions see DocuSign instructions for retrieving the Client ID and Client secret key.
Click Test. The DocuSign permission screen opens:
Click Accept to accept the permission request.
A message confirms if the test succeeds. After the test is successful and the token is generated, select Save.
If the test fails, check the ID and key and try again. If it still fails, contact HighQ support.
You can now select the default for sites on the instance, and Authorise the service.
Select site defaults
The system administrator can choose whether the service is enabled by default in every site or can disable the service:
If a service is disabled at system level, it will NOT be available at site level.
Authorising the service across the instance
If a service is authorised in System settings, you can send a document for signing on behalf of the system account. If a service is NOT authorised, a user can still send a document but must have their own eSigning service account.
To authorise a service, click More actions > Authorise:
Enter your DocuSign credentials to authorise the service.
Use More Actions to Revoke authorisation or Remove third-party services:
Change site options
Once enabled and configured, the service is set as default at the system level, and therefore as default at the site level. This can be overridden by changing the drop-down menu to either ON or OFF in Admin > Files > Third Party Services:
DocuSign landing page
As of November 2022, you can define which DocuSign screen is opened when a user selects Send to DocuSign from the Files module.
Click the Default landing page menu to select either DocuSign tagging interface or File upload page.
DocuSign tagging interface:
File upload page:
See eSign (Electronic signature with DocuSign) for more information.
Click Save to save your changes.
