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, see 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.

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

  • Repoint REST API Base Url in DocuSign Settings as described.

  • 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.

  • Update the API Email Address and Password to the production values (see DocuSign Settings).

  • 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.