Need guidance moving DocuSign integration from developer demo to production after purchasing Developer Starter plan

Question

Hello everyone,I am currently integrating the DocuSign API for a client project and would like some guidance on the correct process to move from the developer demo environment to production.Here is what I have done so far.Step 1 – Create developer accountI created a developer account using my email: abc@gmail.com.Inside the developer dashboard I created an application and generated the required credentials:• Integration Key (Client ID)• Account ID• API base URL• RSA private key for JWT authenticationI have already tested the integration in the demo environment and API calls are working correctly.Step 2 – Purchase Developer Starter planNext I plan to purchase the Developer Starter plan from the DocuSign plans page:https://ecom.docusign.com/plans-and-pricing/developerThe purchase will also use the same email (abc@gmail.com). After completing the payment I expect to receive a confirmation email.My question here is:After purchasing the plan, will I receive a link or instructions to activate the production account?Step 3 – Connect production account to the integrationAfter the purchase, I plan to go back to the developer portal.My understanding is:• Open Apps and Keys• Select the existing Integration Key• Click Go Live / Select Live Account• Log in with the same email• Select the production accountMy questions are:	Is this the correct process to connect the integration key to the production account?			Do I need to complete the Go-Live review before linking the production account?			After selecting the live account, what is the next step to start sending real envelopes?			Do I need to update anything in the app such as OAuth base URLs or accountId?			Is there any additional configuration required before production API calls work?	This integration is being demonstrated in front of a client, so I want to make sure I follow the correct steps when moving from the demo environment to production.Any guidance from developers who have completed this process would be very helpful.Thank you.

JohnSantos · Answer

​@Deed✅ 1. After purchasing – do you get activation instructions?Yes — typically you will:Receive an email confirming your purchaseYour production (live) account is automatically createdYou log in at: https://account.docusign.com using the same email👉 There is no special “activation link” required in most cases — just log in and you’re good to go.✅ 2. Is your Go-Live understanding correct?Your flow is mostly correct, but needs one important clarification:✔️ Correct FlowGo to Apps and Keys (Developer Portal)Select your Integration KeyClick “Go Live”Complete Go-Live requirements (more below)After approval → your integration key is promoted to productionThen authenticate against your production account👉 Key point:You don’t just “select live account” — you must complete Go-Live first.🚨 3. Do you need Go-Live review before using production?YES — this is required.You cannot use production APIs until Go-Live is approved.Go-Live typically requires:Redirect URI configuredProper OAuth flow (Authorization Code or JWT)Privacy policy URLTerms of service URLWithout this:❌ Production tokens will fail❌ API calls won’t work✅ 4. After Go-Live → how to start sending real envelopesOnce approved:Step-by-step:Change your base URL to production:https://www.docusign.net/restapi → ❌ (demo)https://www.docusign.com/restapi → ✅ (production)Authenticate again (OAuth/JWT)Call:GET /oauth/userinfo → to get accountId + baseUriUse that baseUri for all API callsSend envelope via:POST /accounts/{accountId}/envelopes🔧 5. Do you need to update anything in your app?YES — this is critical.You must update:1. Base URLsDemo → account-d.docusign.comProd → account.docusign.com2. API Base PathUse the baseUri from /userinfo👉 Don’t hardcode this3. accountIdProduction accountId is different from demoAlways retrieve dynamically⚠️ 6. Additional configuration required before production worksHere’s what most people miss:✔️ ChecklistGo-Live approved ✅OAuth configured for production ✅Correct redirect URIs ✅Use production base URLs ✅New access token generated in prod ✅Optional but recommended:Create production templatesSet up connect/webhooks if neededVerify email/domain settings (if using branding)🧠 7. Common pitfalls (important for your demo)❌ Using demo accountId in production❌ Forgetting to switch OAuth base URL❌ Not re-authenticating after Go-Live❌ Hardcoding REST base URL instead of using userinfo💡 Pro Tip for your client demoBefore the demo:Run a full production test envelopeConfirm:Emails deliver correctlySigning worksEnvelope status updates📌 Summary✔️ Your understanding is mostly correct❗ You must complete Go-Live before production works✔️ After Go-Live: switch URLs, re-authenticate, use new accountId✔️ Use /userinfo to dynamically configure API calls

✅ 1. After purchasing – do you get activation instructions?

✅ 2. Is your Go-Live understanding correct?

✔️ Correct Flow

🚨 3. Do you need Go-Live review before using production?

Go-Live typically requires:

✅ 4. After Go-Live → how to start sending real envelopes

Step-by-step:

🔧 5. Do you need to update anything in your app?

You must update:

1. Base URLs

2. API Base Path

3. accountId

⚠️ 6. Additional configuration required before production works

✔️ Checklist

Optional but recommended:

🧠 7. Common pitfalls (important for your demo)

💡 Pro Tip for your client demo

📌 Summary

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