Set-up Steps

1. Ensure your LOS is integrated with DocuSign. This will require setting up a DocuSign account for your institution.

2. Configure Glide webhooks in the LOS. This step will be part of your implementation process with Glide.

3. Provide Glide with the following keys. These can be obtained from your DocuSign account dashboard. (See Retrieving your keys from DocuSign section below)

   1. Integration Key

   2. User ID

   3. RSA Private Key

   4. OAuth Base URL (usually account-d.docusign.com or account.docusign.com)

   5. Account ID

   6. API Base URL

How the Integration Works

1. The loan application is approved and a DocuSign document is created in your LOS.

2. The LOS will fire a webhook to Glide with the document's Envelope ID and User ID.

3. Glide will create a new applicant task for the user to sign their loan documents.

   

4. When the user clicks "Sign Documents", Glide will use the provided keys and IDs to render the DocuSign experience directly in the Glide onboarding dashboard.

   

5. After the user has signed the documents, the applicant task will be marked as completed in Glide, and the user will receive a confirmation email.

Retrieving your keys from DocuSign

1. Log in at https://apps-d.docusign.com.

2. Click on the "Admin" tab at the top.

3. Select "Apps and Keys" in the sidebar.

   

4. The User ID, Account ID and API Base URL will be displayed at the top.

   

5. Click "Add App and Integration Key" and name the app (example: "Glide").

   

6. Select "Third Party Integration Key".

   

7. Click "Generate RSA" and copy the Private and Public keys provided. We will need the Private key.

   

8. Complete setup of the App and click "Save".

9. The integration key will be displayed next to your new app.

   

10. Finally, click "Actions" and "Select Go-Live account" to set the app live.