Prerequisites

The following prerequisites are required prior to running DocuSign:

1. Appropriate CMiC Field licenses.

2. A CMiC DocuSign license.

3. CMiC (R12 or later) configured and running over HTTPS (on port 443).

4. The server must be running TLS 1.1 or 1.2, however, TLS 1.2 is recommended by CMiC. This is to ensure DocuSign is able to transmit status updates and signed documents back to CMiC (integration will not work with TLS 1.0).

5. DocuSign licenses (purchased from DocuSign) for each CMiC user that will be sending documents for eSignatures.

6. Email based login method for DocuSign licenses. It can be set on the System Contact details – External Software Login tab. For details, please refer to CMiC Field Setup.

7. Any sending user on the project must have the appropriate document security in PM JSP (i.e. must be assigned to a project and must have a project role that allows access to the PM document types being used in the integration).

8. Ensure the JCE (Java Cryptography Extension) for JDK 1.6 is installed on your server. CMiC DBA Services can assist with this or provide a document with the details.

After the prerequisites have been completed, please continue to Setup for more information on setup processes.