Setup

Overview – Setup

Before you begin the setup process, ensure you have reviewed and completed the Prerequisites.

In order to use the CMiC DocuSign integration, you must configure CMiC RTI (Real-Time Integration) and the DocuSign Connect service as follows. CMiC RTI accepts document status updates and the signed document sent by the DocuSign Connect service in real time.

The following links will help guide you through the setup process:

• DocuSign Authentication Using OAuth2.0
• RTI Setup
• DocuSign Setup
• CMiC Field Setup

Note DocuSign provides online support resources, which can be searched via the DocuSign Support site.