By Default, the DocuSign integration authenticates with a Production environment. For testing only, the integration has the capability to link to a Sandbox environment so that new configurations can be tested before being deployed and used by your users. At this stage, there are no capabilities to transfer the configuration from one environment to the other.

Each environment has its own set of authentication details i.e. Sandbox credentials, will not work in a Production environment. Each environment also uses a different URL to login so the following steps must be carried out to switch environments after the initial installation. By default, the integration will use the Production environment. You can sign up for a DocuSign Sandbox account (for free), here.

When you switch the integration to Sandbox mode, it will send all document signature requests via the Sandbox environment, thus this mode should only really used on a Workbooks test database if you have already configured documents previously.

Switching to Sandbox Mode

Once you have installed the DocuSign Plugin (see here), you need to manually update a parameter called "sandbox_mode" on each of the following processes from Configuration > Automation > Processes and then selecting the relevant tab to find the processes listed below:

• DocuSign (Integration Process)
• DocuSign Retry Failures (Scheduled Process)
• DocuSign Maintain Fields (Scheduled Process)
• DocuSign Listener (Web Process)

On each Process, select Parameters > Select "sandbox_mode". Set the value to TRUE, then Save & Close.

When configuring the DocuSign Process buttons (see here), you also need to set the "sandbox_mode" parameter to TRUE on each of these too.

After you have changed the above parameters, the integration will login using the URL https://account-d.docusign.com and your Sandbox credentials, as if you were logging into the DocuSign website directly.

Switching to Production Mode

If you have been using Sandbox mode, and wish to switch back to Production then simply revisit each of the processes listed above, and set the "sandbox_mode" parameter back to blank.

After you have changed the above parameters, the integration will login using the URL https://account.docusign.com and your Production credentials, as if you were logging into the DocuSign website directly.