---
title: DOCUSIGN
slug: docusign
icon: 📝
docTags: 
createdAt: 2026-05-09T06:17:26.927Z
---

### INTRODUCTION: 

This document describes how User can create an Account in Hubspot software and get Keys and credentials to connect to MYFUNDBOX product.



**Connect MYFUNDBOX to Docusign with credentials**

###  Step 1: Create a Docusign Account

Visit the DocuSign Developer Portal: 
👉 [Docusign Developer Portal ](https://developers.docusign.com)

Click Log In. 

If you do not have an account, click Sign Up or Create an account and complete the registration process. 

### Step 2: If already having an account, Sign In 

Go to: 
👉 <u>[Account Login](https://admindemo.docusign.com/)</u>&#x20;

Enter your Email and Password and click **Log In**.&#x20;

### Step 3: Create an App&#x20;

Click the **Admin** module and Click Apps and keys from the left sidebar (as shown in Figure 1.0).

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/uScoLXO3OMwj2hpzwrMzo_.blob)

Fig 1.0&#x20;

- Click **Add App and Integration Key**, enter your application name, and then click **Create App**. After the app is created, you will receive the **Client ID**. Here, the **Integration Key** acts as the **Client ID** (as shown in Figure 1.1).&#x20;

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/sCILumB15RiJkqk5bThaJ_.blob)

Fig 1.1&#x20;

- Scroll down to the **Authorization** section and click **Add Secret Key**. Store this key securely, as it will be hidden after the app is created (as shown in Figure 1.2).&#x20;

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/q1M92egEZXr8WBbw95U_V_.blob)

Fig 1.2&#x20;

- Scroll down to **Additional Settings** > **Redirect URIs**, then click **Add URI** and enter the following  
  **URI:** [https://subscription.myfundbox.com/DocuSignOAuthResponse.jsf](https://subscription.myfundbox.com/DocuSignOAuthResponse.jsf)

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/wADt7FSXg9R9Jn4FfqiFa_.blob)

Fig 1.3&#x20;

- Scroll down to the bottom and select all HTTP methods (as shown in Figure 1.4).&#x20;

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/PMf8S1U7c1cC-xA9ltw12_.blob)

Fig 1.4&#x20;

Now click **Save** to save your app.&#x20;

**Now Client ID, Client Secret, App ID, and API Key are ready.**&#x20;

### Step 4: Connect MYFUNDBOX to Hubspot with credentials.&#x20;

- Sign in to MYFUNDBOX&#x20;
- Navigate to **Configuration > Integration > Digital Signature > Docusign** (as shown in Figure 1.8) &#x20;

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/1n9QZnPHmDDFvp4WMhD6s_.blob)

Fig 1.8&#x20;

- Click Get Started, and it will navigate like (as shown in Figure 1.9)&#x20;

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/-ySF3ZlrJ8AUAqsctmB50_.blob)

Fig 1.9 &#x20;

- Enter the Client Id, Client Secret&#x20;
- Click Connect&#x20;
- Navigate to Docusign Authenticate page (as shown in Figure 2)&#x20;
- Complete Your account credentials and click **"Allow Access"**

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/7G7aZ4_dMW72p-cBkWzi0_.blob)

Fig 2&#x20;

After authorization, it will navigate to the **Templates** page (as shown in Figure 2.1)

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/sLlfPSnOpZaS3kzC1Yin4_.blob)

Fig 2.1&#x20;

Once you Configure Your template and save, Your Connection was completed successfully

&#x20;

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/cOkyr6WXjA6TUhBRwnH1w_.blob)

Fig 2.2&#x20;

### Manage Configuration&#x20;

- **Enable/Disable Docsusign**&#x20;
- **Delete Docusign**&#x20;

### Enable/Disable Docusign&#x20;

- Sign in to MYFUNDBOX.&#x20;

Navigate to **Configuration > Integration > Digital Signature > Docusign** (as shown in Figure 2.3). &#x20;

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/k93XU3y3AD0cFlwK7lrQq_.blob)

Fig 2.3&#x20;

- Click th&#x65;**&#x20;More Info > Configuration tab&#x20;**(as shown in Figure 2.4)&#x20;

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/OzS_odF3COcJ-WjRDGBwB_.blob)

Fig 2.4&#x20;

### Delete DocuSign.&#x20;

- Click th&#x65;**&#x20;More Info > Configuration tab&#x20;**(as shown in Figure 2.5) &#x20;
- Click Delete and click Yes Delete for delete this connection (as shown in Figure 2.6) &#x20;
- Your Docusign connection as been deleted (as shown in Figure 2.7) &#x20;

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/ena31EC50zYLEgl7BdmSO_.blob)

Fig 2.5

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/T7fGQkQSTKsdkEdCK52io_.blob)

Fig 2.6

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/riaRLEMGsN3R_MJI1pY6s_.blob)

Fig 2.7

### How to Sign an Agreement&#x20;

- Before paying for the subscription, sign the agreement for the subscription (as shown in Figure 2.8).&#x20;

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/unN7vC1a8vZKlEVc_a9ir_.blob)

Fig 2.8&#x20;

- Enter the mandatory fields and click **Sign Agreement** to continue with the payment.&#x20;
- A modal will open to sign the agreement (as shown in Figure 2.9).&#x20;

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/DBMxB6KJBRDsEeJw1bgLA_.blob)

Fig 2.9&#x20;

- Select the checkbox and click **Continue**. It will navigate to the agreement document page (as shown in Figure 3).&#x20;

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/CmfDze1Eap2cTSzMEq0TD_.blob)

Fig 3&#x20;

- Click Where You want to Sign and click Signature and Sign (as shown in Figure 3.1).&#x20;
- Sign and Click adopt and sign its redirect to your document (as shown in Figure 3.2).&#x20;

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/O2-ke_L6J5GERAZueypAB_.blob)

Fig 3.1

&#x20;

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/PdZ1K_qA2tEp3KvGcQrSG_.blob)

Fig 3.2&#x20;

- Click "finish"; it will redirect to the success page (as shown in Figure 3.3).&#x20;
- Close the tab; it redirects to the payment page (as shown in Figure 3.4).&#x20;

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/oApLuICL_pkTHYTQoGUi1_.blob)

Fig 3.3

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/Rr-PTIckl3H0G3y2Yv2Rd_.blob)

Fig 3.4&#x20;

Now as usual pay for the Subscription&#x20;

### Manage Docusign Details&#x20;

**Customer Portal after upgrade subscription part&#x20;**(as shown in Figure 2.8).&#x20;

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/lNiy-w2bv3DD4o9WziZ25_.blob)

Fig 2.8