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copy/paste the keys into the fmESignature Link (DocuSign Edition) Setup screen.

create a new API and Integration Keys in the Sandbox.

Setting up your DocuSign Sandbox account to allow you to send test document signing requests from the fmESignature Link file only takes a few minutes – you need to complete the following steps: If you are using fmESignature Link v1.36 or earlier please follow the instructions in our JWT Grant OAuth Flow Setup guide.

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the following instructions apply to fmESignature Link v1.4 or later which use the Authorization Code Grant OAuth Flow for authenticating with DocuSign. The DocuSign eSignature Glossary is also a handy reference if you’re not familiar with the common terms (envelope, tab, template etc): If you would like to learn more about the DocuSign eSignature API please visit the DocuSign Developer Centre: When you’ve completed your testing you can switch from the sandbox account to your live DocuSign production account. A sandbox account is a full-featured DocuSign development environment that never expires (no credit card required either) and can be created in a few minutes: We recommend creating a free DocuSign Sandbox account to use when testing the fmESignature Link (DocuSign Edition) solution or your integration. If you would like to see an example for other features supported by the DocuSign API please let us know. We are continually updating the fmESignature Link (DocuSign Edition) file to include additional examples.

Webhooks: have completed PDFs pushed automatically to FileMaker within seconds of being completed (requires FileMaker Server and either the FileMaker Data API or PHP Custom Web Publishing). See the fmESignature Link (DocuSign Edition) Webhooks page for further details.

FileMaker Server Schedules: setup FileMaker Server Schedules to poll DocuSign every 20 minutes for any new completed agreements (requires FileMaker Server and PHP Custom Web Publishing).

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Download Form Data: download the completed form data for each recipient.Envelope Status: check the current Status of a sent signing request.Download DocuSign Template Tabs and Roles: you can download Tabs and Roles for DocuSign Templates at the click of a button.Carbon Copy Recipients: include recipients who don’t need to sign but do need to receive a copy of the completed agreement.Recipient Language: specify the language for each recipient for the email notifications and signing ceremony.DocuSign Payments: send agreements with payment requests at the same time.Auto Place (anchor tagging): use the Auto Place feature which automatically adds fields near each occurrence of a given string in a template or document.

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Document Templates: store document templates and attached tabs to capture signatures, initials, dates and text from recipients (these can be generated dynamically from a FileMaker layout, from a PDF file stored in a FileMaker container field, or using a DocuSign Template).

Download Completed Documents: download the completed document once all parties have signed.

Pre-populate custom fields: you can pre-populate custom fields with data from your FileMaker solution or use a hardcoded value for all recipients.

Send Document Signing Requests: you can use fmESignature Link to send documents that are generated dynamically from a FileMaker layout, from a PDF file stored in a FileMaker container field, or using a DocuSign Template (including support for multiple recipients and roles).The fmESignature Link (DocuSign Edition) file currently includes the following examples:

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This Getting Started Guide demonstrates how to use the fmESignature Link (DocuSign Edition) file and connect it to your DocuSign account (sandbox or production). FmESignature Link (DocuSign Edition) Getting Started Guide