Welcome to the Deep Dive into DocuSign Certification Seminar

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Presenter: Mike BorozdinThe webinar will begin shortly…

Developer WorkshopDeep Dive into DocuSign Certification

Webinar Outline• Why do I need to certify?• DocuSign Marketplace• When certification is necessary• Fees and other information• How to be prepared for the meeting• Preparing a demo• Sample demo, or the meta-demo• What happens after certification• Next steps…

Why do I need to certify?• Important change from the demo environment to production

environment• Need to ensure that the behaviors that occur in development

are sustainable and scalable• Confirm that the application complies with certain guidelines

and standards• Most of all, we want to make you as successful as possible!

DocuSign Marketplace• Listing of applications that add value to the DocuSign service• Being included in the DocuSign Marketplace gives you access to

reviews, download statistics and greater visibility• Getting certified gives you the option of being included in the

DocuSign Marketplace!

When certification is necessary• Your integration with DocuSign is near complete,• Your product is ready to go live and• You are certain that there will be no major behavioral changes

to your integration with DocuSign

When certification is not necessary• You have made small changes to your integration, or• You have made changes to parts of your product that do not

affect the integration

Fees and other information• SMB– $995 per certification

• Enterprise– $2500 per certification

• Typically take from 45 minutes to an hour (less if prepared!)• Aim to minimize the number of certifications your application

needs

How to be prepared for the meeting• Fill out your certification checklist• Prepare a demo of you integration• Make sure you can explain the security protocols of your

integration• Be prepared to show that you are using your integrator’s key!• Test your error handling for when you cannot reach DocuSign• Know how to capture the trace of an envelope• Audit your own API calls

Preparing a demo

• User declines to sign• User’s information is incorrect• Sender voids the envelope• User takes more than one session to sign• Application cannot connect to DocuSign• Someone resets your DocuSign credentials

When preparing your demo, you will want to test several use cases. Some cases are:

API Rate Limits coming soon!To maintain reliability and stability within our demo and production environments, DocuSign has operated with certain API call efficiency guidelines. To ensure effective load balance, we continually monitor the API calls in our backend systems and reach out to work with developers putting unnecessary burden on the system. Going forward, DocuSign will implement an API Call Rate Limit to further balance loads on the system.

• Effective March 1, the demo environment (demo.docusign.net) will be limited to a call rate of 1,000 API calls per hour per account

• Effective April 1, the production environment (www.docusign.net) will be limited to a call rate of 1,000 API calls per hour per account

Please note that when the API call rate limit is reached you will receive an exception on every call for up to 60 minutes, until the next hour starts.

Sample Demo, or the meta-demo

Avoid Problems and Use These Best Practices

Problems:• Integrator Key Not Used• Polling our system• Using the wrong

authentication• Not handling errors

Best Practices:• Use the E-mail subject

for better search.• Put recipient specific

messages into the recipient note• Use Connect Events

instead of polling

What happens after certification

•We sign off on your checklist• You set up a meeting to

finalize your account configuration• You submit your

integrator’s key to be moved to production

Next steps…• Change your endpoints to point to production• Cease any polling behaviors you may have in our demo

environment– Remember, our demo environment is only for active development

• Continue to use our demo environment for any code changes– Production is for code that has been thoroughly developed, tested and

certified• Remember, re-certification is only necessary for new

functionality, code paths or framework changes

Q & A

Thank you!