Skip to end of metadata
Go to start of metadata

Don't have a DocuSign Account just yet?  Try it out with a Free DocuSign Demo/Developer account!

Add the DocuSign JIRA Administrator

Create a DocuSign JIRA Administrator that has the same email address as one of your DocuSign account's administrators. 

The JIRA User created in this step must be added to the jira-administrators group.

Using a DocuSign Demo/Developer Account?  Switch to Test Mode!

Important! Test mode tells the add-on to point to DocuSign's demo (vs production) account environment. DocuSign for JIRA ships in Production Mode. Go to the the DocuSign Add-On Settings to switch between modes. When you're in Test Mode, connection banners will be Yellow warning. In Production Mode, Blue info and Green success banners will be present.

DocuSign Trial accounts are production accounts and will not integrate with DocuSign for JIRA without contacting DocuSign support for feature activation.

Select the "This is a Test or Stage JIRA Environment" checkbox.  This is automatic. No save or submit button necessary.  Now you can connect to a DocuSign demo account.

Connect to DocuSign

In the General Configuration section "DocuSign Connection" enter the DocuSign JIRA Administrator and its DocuSign account password.  Not its JIRA password.  We're authenticating and setting up the integration connection at this step, so it must be the DocuSign credentials.

User Profile Connection

Sometimes user's JIRA email addresses are the same as their DocuSign account email addresses.  Sometimes they're not.  If not, you'll want to associate your JIRA profile with one of your DocuSign Accounts directly.  A new panel in your JIRA User Profile called "DocuSign Account Authentication" will let you associate your desired DS account with your JIRA user account.

Now you're ready to use DocuSign for JIRA™!