Connect Docusign and Glow

Folks Documentation
Folks Documentation
  • Updated

To connect Docusign and Glow to send documents for signature, complete the two steps below.

1. Configuration in Docusign

Create a free Docusign developer account to add an application (see Build a Docusign integration).

You'll need to add a name, an integration key, a secret key and two redirect URIs. These correspond to the callback URL and redirect URL you'll need to provide at the DocuSign configuration stage in Glow.

2. Configuration in Glow

  1. In the main menu, click Parameters > Integrations.
  2. In the Market place section, click Docusign.
  3. In the configuration window that opens, complete the required information. You can now choose your environment.
    • Demo - For testing.
    • Production - When the Docusign application is in live mode. For the Docusign application to be in live mode, certain conditions specific to Docusign must be met. These conditions can be consulted in the Docusign developer account.

      To summarize, in the Docusign configuration, you'll need to log in with the Demo environment to run 20 tests (20 contracts to send) and then submit a request to take the application into production in the developer account.

      Once the application has gone into production, you'll need to change the environment to Production. This means you won't have to go through the Demo environment again.
  4. When you've finished, click Log in.

To create a contract in Glow, go to Parameters > Module configuration > Contract. Then click the + button (Add an additional contract) at the top right of the list.

Make sure you add the name(s) of the person(s) responsible, followed by the signature, otherwise the contract will not be sent. The candidate's name must also appear in the contract, followed by their signature.

Then go to a job's details > Download contract. Select the contract to be sent, specify its date and the person(s) responsible, then click Send for signature.

The manager(s) and the candidate will receive an email containing the contract for signature. Once signed, the contract will be available for download from the candidate file documents.