Connect DocuSign to CounselLink CLM using the REST API – CounselLink Clients

Connect your DocuSign account to CounselLink CLM to send documents for electronic signature and automatically track their status.

Estimated time: 15–20 minutes

Important: Complete the following steps in order.

Before you begin

Make sure you have:

Administrator access to your DocuSign account.
The CLM Admin role assigned in CounselLink.
The appropriate DocuSign public key file provided by CounselLink for your environment:
- QA public key for a QA environment
- Production public key for a production environment
The CounselLink CLM web address for your tenant and region. Contact your CounselLink representative if you do not know this address.

Region	CounselLink address format
United States	`https://[tenant].parleypro.com/`
European Union	`https://[tenant].parleypro-eu.com/`
Australia	`https://[tenant].parleypro-au.com/`

Replace [tenant] with your CounselLink tenant name. Include https:// at the beginning and the forward slash (/) at the end.

Information to record

During this process, record the following information. You will enter it in CounselLink in Step 7.

Information	Where to find it
Integration Key	Step 1
User ID	Step 1
Webhook Secret Key	Step 5

Tip: Keep a blank note open so you can copy and save these values as you complete the configuration.

Create the app in DocuSign

Sign in to DocuSign as an administrator.
Select Admin.
From the navigation menu, select Integrations > Apps and Keys.
Under My Account Information, copy the User ID and save it for Step 7.
Click Add App and Integration Key.
Enter CounselLink CLM as the application name.
Click Create App.
Copy the Integration Key and save it for Step 7.
Optional: If DocuSign asks whether the application can securely store a client secret, select Yes.

Upload the CounselLink public key

Scroll down the page to Service Integration.
Select Upload RSA.
Open the public key file.
Copy the entire contents of the key file and paste them into the Upload Public RSA Key window.
Click Upload Key.

Add your CounselLink address

Under Additional Settings, locate Redirect URIs.
Click Add URI.
Enter the exact web address you use to sign in to CounselLink CLM.

Important: Replace [tenant] with your tenant name. Include https:// and the final forward slash (/) exactly as they appear in your CounselLink address.

Enable the required permissions

Locate the CORS Configuration (Allowed HTTP Methods) section.
Select the following methods:
- GET
- POST
- PUT
- DELETE
Click Save.

Configure status updates and create the Webhook Secret Key

Configure DocuSign Connect so document and recipient status changes are sent back to CounselLink.

From the left navigation menu, select Integrations > Connect.
Select Add Account Configuration, and then select Add Custom.
Enter a configuration name, such as CounselLink CLM.

Enter the CounselLink endpoint for your environment:

Environment	Endpoint
United States	`https://api.parleypro.com/docusign/restapi/v2.1`
European Union	`https://api.parleypro-eu.com/docusign/restapi/v2.1`
Australia	`https://api.parleypro-au.com/docusign/restapi/v2.1`
QA	`https://api.qa4pp.cl.lexisnexis.com/docusign/restapi/v2.1`

Under Event Settings, select Envelope and Recipients.
Select the envelope and recipient events shown in the following image.
Open the Include Data menu and select the options shown in the following image.
Under Associated Users/Groups, select All Users/Groups (includes new users).
Click Add Configuration.
Under Connect Keys, click Add Secret Key.
Copy the generated key and save it as your Webhook Secret Key. You will enter this value in CounselLink in Step 7.
Important: Treat the Webhook Secret Key as sensitive information. Do not share it or include it in screenshots.
Return to Configurations and locate the connection you created.
Select Actions > Edit.
Scroll to Integration and Security Settings.
Enable Include HMAC Signature.
Select Save.

Switch the integration to the REST API

In CounselLink CLM, go to Administration > Integrations.
Select the DocuSign integration.
Select Switch to REST API.

Enter the DocuSign details in CounselLink

In CounselLink CLM, open the DocuSign integration settings.

Enter the following information:

CounselLink field	Information to enter
Integrator Key	Integration Key copied in Step 1
Client ID	User ID copied in Step 1
Webhook Secret Key	Webhook Secret Key generated in Step 5

Select Sign in.
If prompted, enter your DocuSign credentials.
On the DocuSign authorization page, select Allow.

DocuSign returns you to CounselLink and completes the connection.

Note: You normally need to select Allow only the first time you connect the accounts. This gives CounselLink permission to send documents through your DocuSign account.

Test the connection

Confirm that the DocuSign integration status in CounselLink displays Connected.
Send a test document for signature from CounselLink.
Confirm that the document appears in DocuSign.
Complete the test signature and confirm that the updated status appears in CounselLink.

Troubleshooting

Issue	Resolution
DocuSign asks you to allow access.	Select Allow. This is expected the first time you connect the accounts.
The authorization process does not finish.	Confirm that you uploaded the correct public key in Step 2 and that the redirect URI entered in Step 3 exactly matches your CounselLink address.
DocuSign reports that the sign-in details are incorrect.	Confirm that the Integration Key, User ID, and Webhook Secret Key were copied correctly and entered in the corresponding CounselLink fields.
Documents are signed, but their statuses do not update in CounselLink.	Confirm that you entered the correct regional endpoint, selected the required event and data settings, enabled Include HMAC Signature, and entered the correct Webhook Secret Key.
The integration does not display as Connected.	Confirm that you selected Switch to REST API and completed the DocuSign authorization process.

CounselLink Answer Center for Clients