Welcome to the Deep Dive into DocuSign Certification Seminar If you would like to ask questions during this session, please: 1.Call into the conference line (on your confirmation ) 2.Enter access code: (on your confirmation ) 3.Enter audio PIN (# shown after joining webinar) Presenter: Mike Borozdin The webinar will begin shortly…

Developer Workshop Deep 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 ( will be limited to a call rate of 1,000 API calls per hour per accountwww.docusign.net 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 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!