D.VELOP

project myfundbox – subscription step 1 introduction this document describes how users can integrate dvelop e signature platform with myfundbox to require legally binding agreement signatures before processing subscription payments and one time transactions step 2 d velop account setup 2 1 access d velop cloud portal navigate to https //my d velop cloud/ https //my d velop cloud/ sign in using your dvelop administrator credentials click the settings button at the top left corner click the d velop cloud management here you will see the organizations that has been created by you create an organization, click the + symbol at the top right corner create a tenant by clicking on the + symbol at the right side of the page you need to choose a tenant name; that will be your d velop url to login to your d velop cloud tenant account and it is the tenant id click the subscribe button click start now in organizations page, you can see your organization and your contact details click the red link to navigate to your dashboard after navigating purchase the digital sign module click the sign app purchase link https //my d velop cloud/center/subscription?app=signfree\&affiliate=dvelop store https //my d velop cloud/center/subscription?app=signfree\&affiliate=dvelop store 2 2 how to get client credentials after seeing the dashboard, click configuration navigate to the column named as “openid settings” click settings of the openid provider click add configuration give a name and then in redirect url > replace ngrok url with our application domain url ( https //subscription myfundbox com/dvelopoauthresponse jsf ) https //subscription myfundbox com/dvelopoauthresponse jsf click scope and give validity of refresh token as 720 hours (30 days) click save you will get a client id and client secret copy the client id and client secret step 3 connecting d velop with myfundbox in our subscription application, click configuration click integration scroll to the bottom; you will see the digital signature – d velop along with docusign click get started a modal with the required fields of client id, secret, tenant id paste all the required credentials and click connect tenant id is the created tenant name in d velop you can see your app name click grant access it will be redirected and the modal will open to the templates tab select a template without selecting a template d velop will remain inactive after selecting the template , you can see dvelop is connected the connection will be active for 30 days after 30 days, need to reconnect the d velop integration as mentioned from the start of this step 3 step 4 manage configuration enable/disable d velop delete d velop 4 1 enable/disable d velop after connection, click more info > configuration you can enable/disable d velop if disabled, the sign agreement functionality will not work 4 2 delete d velop click the more info > configuration tab click "delete" and click "yes " delete to delete this connection your d velop connection will be deleted step 5 how to sign an agreement before paying for the subscription, sign the agreement for the subscription click sign the agreement you will see a popup as send email click send email click continue the agreement document will be sent to the email for signing click next then, click sign click create and place your sign correctly inside the document click finish you will see the signed page enter all the required details and click pay now navigate to the customer portal after paying, you can see the envelope details inside the customer portal you can download your signed document by clicking the download icon in the action column