Xerox Connect App for DocuSign with Single Sign-On Application Quick Start Guide PDF

QU ICK S T AR T GU IDE

Xerox Connect App for DocuSign

with Single Sign-On (SSO)

Quick Start Guide for use with Xerox Connect App for

DocuSign With Single Sign-On (SSO).

D E S C R I P T I O N

The Xerox Connect App for DocuSign with SSO is a Xerox Gallery App that allows customers to scan

from the Xerox device using Xerox Workplace Solutions (Xerox Workplace Suite and Xerox

Workplace Cloud) as the Single Sign-On mechanism, then digitally sign in DocuSign. The Xerox

DocuSign App with SSO is available to customers who purchase the app and can be downloaded using a

Xerox App Gallery account. The app is also available to try during the trial period defined. The Xerox DocuSign App with SSO is for use with Xerox ConnectKey Technology enabled Multifunction

Printers, AltaLink, and VersaLink devices.

Device Requirements

Throughout this guide, the word device is used synonymously and interchangeable with

MultifunctionPrinter and Printer.

All devices require the following:

- Xerox Extensible Interface Platform (EIP) must be enabled to allow the App to be installed.

o Devices must support EIP 3.5 or higher.

- ConnectKey App Installation (Weblet Install Policy) must be enabled to allow installation of the

App.

- Ensure the device is able to communicate with the Internet.

Note:

- Some networks require a proxy to communicate with the Internet.

- If Verification of SSL is enabled on the device, ensure the security certificates are loaded on the

device.

- By default, the Xerox Solutions Certificates are preloaded on all 2016 Xerox ConnectKey

Technology-enabled i-Series, AltaLink, and VersaLink devices.

For more information on the settings above, refer to the Xerox App Gallery Online Support at

http://www.support.xerox.com/support/xerox-app-gallery.

I N S T A L L I N G T H E X E R O X D O C U S I G N A P P W I T H S S O

The following procedure assumes you have created a Xerox App Gallery account. If you do not have

access to a Xerox App Gallery account, refer to the Xerox App Gallery Quick Start Guide for

instructions on creating an account.

Note: For detailed instructions on adding a device and adding or installing Apps to your Xerox App

Gallery account, see the documentation links at the end of this guide.

I N S T A L L G A L L E R Y A P P S F R O M T H E X E R O X

A P P G A L L E R Y W E B P O R T A L ( P A I D A P P )

1. Go to the Xerox App Gallery URL:

https://appgallery.services.xerox.com

2. Select Log in.

3. Enter a valid Email and Password.

4. On the devices tab, add a Multifunction

Printer or Printer, if necessary.

5. On the All Apps tab, select the desired app.

6. Select the Buy button.

7. Accept the End User License Agreement

(EULA).

8. Configure the app when prompted,

referring to the available Admin Guide.

9. Select the devices that you would like to

buy the App for then select Checkout.

10. Fill out Billing information and select Place

Order. Select Done.

I N S T A L L G A L L E R Y A P P S F R O M T H E X E R O X

A P P G A L L E R Y W E B P O R T A L ( T R I A L A P P )

1. Go to the Xerox App Gallery URL:

https://appgallery.services.xerox.com

2. Select Log in.

3. Enter a valid Email and Password.

4. On the devices tab, add a Multifunction

Printer or Printer, if necessary.

5. On the All Apps tab, select the desired app.

6. Select Try It button.

7. Accept the End User License Agreement

(EULA).

8. Select the devices that you would like to

trial the App on and then select Install.

2019 Xerox Corporation. All rights reserved. Xerox is a trademark of Xerox Corporation in the

United States and/or other countries. BR26758

QU ICK S T AR T GU IDE

Xerox Connect App for DocuSign

with Single Sign On (SSO)

C O N F I G U R I N G P U R C H A S E D G A L L E R Y A P P S

F O R S I N G L E S I G N - O N : A P P I S L I S T E D I N

X E R O X W O R K P L A C E S U I T E

Important: Xerox Workplace Suite administrators

should perform the following procedures. If you do

not have Xerox Workplace Suite administrator

permissions, contact the appropriate administrator

to perform the following Admin Configuration steps

1. Launch Xerox Workplace Suite.

2. Click Settings.

3. Select Single Sign-On.

4. If your newly purchased app displays in

the list, click it and select Exchange Keys.

5. This will send an email request to Xerox

SSO Apps.

6. The administrator of the SSO Apps will

then email the Xerox Workplace Suite

Administrator the required key.

7. The Xerox Workplace Suite Administrator

will enter the public key for the app.

SSO is enabled for the app. Users may now opt to

use Single Sign-On at their first log-in attempt.

C O N F I G U R I N G P U R C H A S E D G A L L E R Y A P P S

F O R S I N G L E S I G N - O N : A P P I S N O T L I S T E D

I N X E R O X W O R K P L A C E S U I T E

Important: Xerox Workplace Suite administrators

should perform the following procedures. If you do

not have Xerox Workplace Suite administrator

permissions, contact the appropriate administrator

to perform the following Admin Configuration steps

1. Launch Xerox Workplace Suite.

2. Click Settings.

3. Select Single Sign-On.

4. If your newly purchased app does not

display in the list, click Action -> New.

5. Fill in the Description, Publisher, and

Publisher Email address, App ID and

Redirect URL.

This information should be part of the description

on the App Details screen in the App Gallery. If this

information is not available, contact the app creator.

6. Select Send.

7. Click on the app and select Exchange

Keys.

8. This will send an email request to Xerox

SSO Apps.

9. The administrator of the SSO Apps will

then email the Xerox Workplace Suite

Administrator the required key.

10. The Xerox Workplace Suite Administrator

will enter the public key for the app.

SSO is enabled for the app. Users may now opt to

use Single Sign-On at their first log-in attempt.

H O W T O U S E D O C U S I G N :

You need to have a DocuSign account to use the

app. If you do not have an account, please visit:

https://www.docusign.com/ to register

1. Select the app on the MFD 2. Log in to your DocuSign account. 3. Once logged in, you will have 4 options:

a. Print b. Scan c. Scan and Create d. Scan with Template

1. Select Print button 2. Browse to the location you wish to print

from (Inbox, Deleted, Draft, or Sent) 3. Select an envelope and then select the

item(s) in the envelope you wish to print. 4. Set Printing options 5. Select the Print Button to print the job(s).

1. Select Scan button 2. Enter a name for the envelope 3. Enter name of document 4. Set Scanning options 5. Select Scan 6. The envelope is then added to the

Drafts folder on the DocuSign site. 7. Using a web browser on your computer

or the DocuSign mobile app, log into your DocuSign account, select the envelope, enter recipients and add signature fields, if needed.

8. Select Send

1. Select Scan and Create 2. Identify up to 5 recipients and define

their action 3. Enter email message 4. Set Scanning options 5. Select Scan 6. Optionally, in the preview mode, place

signature fields in the document 7. Send the completed envelope to the

defined recipients 8. The job will show up in your Sent folder

on DocuSign 9. Once signed it will then be moved to your

Inbox.

1. Select Scan with Template after creating a template at the DocuSign site

2. Select the template to be used 3. Enter name of document 4. Set Scanning options 5. Select Scan 6. Select either Save to DocuSign or Send

directly to recipients

Support Xerox App Gallery Knowledge base http://www.support.xerox.com/su pport/xerox-app- gallery/support/enus.html

Xerox App Gallery documentation http://www.support.xerox.com/su pport/xerox- appgallery/documentation/enus. html

DocuSign Support

https://support.docusign.com/guides/ndse-user- guide-working-with-templates?source=demo

Customer Support Forum

The customer support forum can be found at

http://forum.support.xerox.com/

Supported Multifunction Printers (MFPs) and Printers

The list of supported Multifunction

Printers and Prin