Move from Test to Production

Perform these actions to ensure that your solution will function in the production environment.

• Update settings to integrate with DocuSign. For more information, refer to DocuSign Settings.

• If you used DocuSignConfig.TestMode=true in your DocuSign workflow, delete this assignment or change it to false.

  As of Forms Builder 3.4, the DocuSignConfig.TestMode assignment (=true or =false) is no longer supported or functional. Assign statements containing it can be deleted.

• Ensure that the account you are using has Send Envelope permissions.

• Once the setup is complete, call DocuSign to configure following items:

• Enable the In-Session permission to your account.

• Don't Enforce In Session Certificate.

• If you are planning to have multiple signers per document, enable DocuSign Connect  to allow Webhook.

• If you use the resource files or templates in the demo environment, transition them to your production environment.

• For templates specifically, the Template ID will change from the demo environment to your production environment. Adjust your code accordingly.

• Perform post certification testing prior to the go-live date to verify functionality. Envelopes used for production testing will be credited to your account upon verification. Contact your account manager for details.