RTI Setup

Standard Treeview path: CMiC Field > File Maintenance > Real-Time Integration > RTI Maintenance

Log in to CMiC Field and click on RTI Maintenance under Real-Time Integration in the Treeview menu.

Internal Site – Tab

If it doesn't already exist, create an internal site called CMIC, then click on [Save].

Internal Adapter – Tab

Select "CMIC" from the Internal Site drop-down list. Create a new record by clicking on the add [+] button. Select "Http Receive Adapter for DocuSign" as the Adapter Type. For Adapter Name and Adapter ID, enter "DOCUSIGNIRA". Create another new record. Select "Http Transmit Adapter for DocuSign" as the Adapter Type. For Adapter Name and Adapter ID, enter "DOCUSIGNITA". Click on [Save].

External Site – Tab

Create a new record. Call the external site "DocuSign" and click on [Save].

External Adapter – Tab

Select "DocuSign" from the External Site drop-down list. Create a new record. Select "Http Receive Adapter for DocuSign" as the Adapter Type. For Adapter Name and Adapter ID, enter "DOCUSIGNERA". Create another new record. Select "Http Transmit Adapter for DocuSign" as the Adapter Type. For Adapter Name and Adapter ID, enter "DOCUSIGNETA". Click on [Save].

External IP Address – Tab

As an added layer of security, you can specify the DocuSign IP addresses from which to accept transmissions. The IP Address details can be supplied by CMiC and/or DocuSign at setup time.

Communication Links – Tab

Select "DocuSign" from the Software System drop-down list. Create a new record. Enter the Link and Link Identity Code as "DOCUSIGN". Select "CMIC" as the Internal Site. Select "DOCUSIGNIRA" and DOCUSIGNITA" as the Internal Receive Adapter and Internal Transmit Adapter respectively. Select "DOCUSIGNERA" and DOCUSIGNETA" as the External Receive Adapter and External Transmit Adapter respectively. If you have entered valid DocuSign IP addresses in the External IP Address tab then select "Yes" for Validate IP Address, otherwise select "No".

DocuSign Environment

Project System Options; standard Treeview path: CMiC Field > File Maintenance > Project System Options

Go into Project System Options and, depending on the DocuSign environment you are using, select either “Demo” or “Prod”. If you manually login to DocuSign using a URL starting with www.docusign.com or www.docusign.net, then you would select “Prod”. If you manually log in to DocuSign using a URL starting with demo.docusign.net, then you would select “Demo”.