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DocuSign Certification Steps

by on ‎05-05-2011 04:15 PM - edited on ‎12-17-2014 05:13 PM by Community Manager (13,617 Views)

Think you’re ready for the certification process for your DocuSign integration or custom application? Want to know how to ensure a successful certification?


Below are the 5 Steps to a Successful Certification:


  1. Review the full certification requirements
    Review the requirements and prepare all artifacts before completing the PowerForm online.

  2. Complete a Certification Dry Run
    NOTE: This option is only for customers who've signed up for a Professional Services engagement.  We recommend a certification dry run before the certification process to surface any issues early, while you still have time to address them.  Set up the dry-run meeting at any time through your Account Manager or Professional Services contact, including one at the onset of the project, and complete the dry run no later than two weeks before the actual certification.

  3. Remedy any Issues
    Remedy any issues found during certification dry run in step 2 above.

  4. Provide API Call Log Date Range 
    This is part of the Questionnaire in Step 4 above. Provide a date that our Certification Engineers should review to extract your API invocation logs for 20 successfull happy path API calls from our systems to review your API call behaviors.  This date must be within the week of your certification review request

  5. Complete the Certification Questionnaire
    Provide response to the questionnaire along with supplemental material described in the following steps.  To receive a copy of the questionnaire in advance of submission, feel free to contact your Account Manager or Professional Services representative. .

  6. Receive CTO Certification Signoff:
    Once you have completed the form, the Certification Engineer will forward the form and the earlier supporting content to DocuSign’s CTO for final approval and sign-off.  The CTO ofice could take an  additional 3 business days to sign off. 

    Assuming no issues are found with the solution’s server logs, your solution will be certified within 5 business days from submission of the final items listed in steps 4 to 8 above, after which you'll gain access to the Production environment.  Typically, given the time lapse between certification request submission, review completion that may include revisions and another round of certification review, then your request to submit for CTO review, and CTO review, our customers experience 10 to 14 business days from time of submission to gaining access to production.

    : If at anytime after Certification engineer review, there's anything missing, the 6 business day timeline restarts from the time you remedy issues. 

  7. Launch 
    If necessary, we’ll make additional configuration changes to your production settings to accommodate the new integration features.  You’ll receive a notification of the completed certification envelope and a separate email for your production account activation.  Your Production account is now ready for use.


Click here to learn more about incorporating DocuSign electronic signature functionality into your application.


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