1. Visit the DocuSign administration

To allow LogicalDOC to have access to your DocuSign account you have to prepare an integration key first, so enter your DocuSign administration an click on the API and Keys link in the INTEGRATIONS menu.

This will lead you to your account informations:

2. Add the LogicalDOC APP

Click on the button ADD APP / INTEGRATION KEY

Use LogicalDOC as App Name.

Authentication

Make sure to choose the Authorization Code Grant authentication method-

Add a secret key and save it somewhere, you will need it later.

Callback URL

In the Additional Settings add the callback URL that DocuSign will use to communicate with LogicalDOC, here you have to use the first part of the URL you normally use to access LogicalDOC but append docusign-callback. If you access LogicalDOC with https://your_logicaldoc_hostname then the callback URL must be https://your_logicaldoc_hostname/docusign-callback

3. Go back to LogicalDOC, and enter the informations

Open the menu Tools > DocuSign > Authorize  and paste the informations from your DocuSign account.

Then press on Authorize and you’re done.

DocuSign allows organizations to manage electronic agreements and offers eSignature, a way to sign electronically on different devices. Signatures processed by DocuSign are compliant with the US ESIGN Act and the European Union's eIDAS regulation, including EU Advanced and EU Qualified Signatures.

DocuSign integration appears in LogicalDOC as an entry in the Tools menu when whatever folder is selected.

The first time you want to use DocuSign from within LogicalDOC, you have to properly configure the DocuSign API in your account and authorize LogicaDOC, please read the guide Configuring DocuSign API access

Authorize

Anytime you want to start working with DocuSign, remember to open the menu Tools > DocuSign > Authorize

Send an envelope

Each time you want to sign an agreement, you have to include it in an envelope. This is the way DocuSign works and an envelope can include one or more files.

So select the files you want to share with the signers and click on Tools > DocuSign > Send envelope.

In the dialog box put the Subject that will be used in the notification email and optionally a brief Message.

Prepare the tabs

Before being able to send the envelope, you need to prepare each document, inserting what DocuSign calls Tabs. A tab is a place where specific information has to be filled. You may have tabs of different type, but the most important one is the Sign Here that collects the signature. In LogicalDOC a tab is modeled with an annotation of a special type.

In order to prepare the documents, click on the Edit the tabs icons.

You click on Add Tab to put another tab in the document, and then you position it to the right place. It is very similar to putting annotations, but here for every annotation you can specify the name and e-mail address of the signer.

You can then move and modify already existing tabs by right-clicking over them.

Once you completed the positioning of your tabs, click on Save and then on Close.

Revise and send

Once all your files has been prepared, and you placed all the needed tabs, click on Send button of the envelope's dialog box.

The envelope with all the enclosed agreements has been sent to DocuSign and the unique identifier is returned to you. All the signers will be notified by DocuSign and invited to sign the agreements. Please note that now your files in LogicalDOC are marked as checked out.

Callback from DocuSign

When all the agreements are signed by the signers, DocuSign closes the envelope and notifies LogicalDOC. When this happens, your files will be updated with their signer counterpart.

Click on the Signed icon to download the signed agreement

List envelopes

You can access the list of current and past envelopes associated with your DocuSign account by entering the menu Tools > DocuSign > Envelopes.

1. Visit the ShareFile administration

To allow LogicalDOC to have access to your ShareFile account you have to prepare an API Key first, so enter your DocuSign API console at https://api.sharefile.com administration an click on the Get an API key link.

That will lead you to the API Key Generator:

2. Generate the API Key

Fill the Application Name field with whatever name, i.e. logicaldoc

In the Redirect URL field put an url in the format https://yourdomain.com/sharefile-callback where yourdomain.com is the domain that ShareFile will use to contact your LogicalDOC installation.

Click on Generate API Key and you will see your new key in the list below, each key defines a Client Id and a Client Secret, you will then use those codes in LogicalDOC.

3. Go back to LogicalDOC, and enter the informations

Open the menu Tools > ShareFile > Authorize and paste the information from the key you just created.

Then press on Authorize and follow complete authentication in ShareFile.

Before you can start integrating LogicalDOC with ChatGPT’s API, you need to get an API key to access it.

1

Create an account

You can create a free account by signing up here. 

2

Generate an API key

Once logged it, move to the platform website https://platform.openai.com

Here create a new project, call it LogicalDOC:

Then move to the created project, click on Generate new secret key and enter a name for your key in the pop-up window. After entering a name, click Create secret key. 

On the next screen, copy your API Key and store it somewhere safe. You will not be able to view it again.

3

Set up billing

OpenAI implements a pay-per-use model for its API services. Therefore, it's essential to establish a payment method for billing purposes. Without this setup, the newly-created API Key will be inactive.

For billing configuration, go to your profile's section and select Billing from the left-hand menu, and then choose Add payment details.

4

Set the Key in LogicalDOC

Open LogicalDOC, select whatever folder in the folder's tree and open the menu Tools > ChatGPT > Settings

Here, put the key you saved at step 2 and specify the ChatGPT model you want to use (at the time of writing the default model is gpt-4o).

Then press on Ok and you’re done.