> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lancer-erp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# DocuSign

> DocuSign signatures on quotes and contracts, with status tracking and the signed document saved back to Lancer.

DocuSign signatures on quotes and contracts, with status tracking and the signed document saved back to Lancer.

> [!NOTE]
>
> **Category:** Digital signatures ("חתימה דיגיטלית")\
> **Connection:** one for the whole organization, admins only

## What it does in Lancer

* Send quotes and contracts for signature from the client card (Files → Signatures).
* Status updates arrive through DocuSign Connect, verified with HMAC; the signed document is saved to the client.

## Connect

**1. Open the integration**

Open Settings → **Integrations** ("הגדרות" → "אינטגרציות"), at [app.lancer-erp.com/app/settings/integrations](https://app.lancer-erp.com/app/settings/integrations). Under **Digital signatures** ("חתימה דיגיטלית"), find **DocuSign** and click **Connect** ("חיבור").

**2. Get your credentials**

In DocuSign: Settings → **Apps & Keys** → add an app with an RSA key pair. Copy the integration key, user id and API account id from the same page.

**3. Fill in the card and save**

Enter the details below and click **Save** ("שמירה"). Secrets are stored encrypted and never shown again; leave a secret field empty later to keep the stored value.

**4. Next**

Before the first send, open the **consent link** shown on the card and approve the app once.

**5. Finish**

Click **Test connection** ("בדיקת חיבור").

> [!NOTE]
>
> Only admins can view and change this connection.

## What you need

**Integration key** `string`

The app's integration key (JWT grant).

**User ID** `string`

The DocuSign user Lancer acts as.

**API Account ID** `string`

From Apps & Keys.

**RSA private key** `string`

The app's RSA key pair's private key. Stored encrypted.

**Connect HMAC key** `string`

Verifies every status update. Stored encrypted.

**Environment** `string`

`demo` (developer sandbox) or production. In the app: "סביבה".

## Webhook and notify URLs

The exact URL, with your organization's token in place of `<token>`, is shown on the card in Lancer. Copy it from there.

### Status callback

```text theme={null}
https://api.lancer-erp.com/webhooks/esign/docusign/<token>
```

Nothing to set: Lancer adds it to every envelope.

## Vendor documentation

> [card] [DocuSign documentation](https://developers.docusign.com/docs/esign-rest-api/)
>
> The official docs, at developers.docusign.com.


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