---
schema_version: "1"
id: 3da4ea50bcab472d1e8bc7ad8439a737a3773703272ba80d03d921faa826c7af
title: Prepare a DocuSign Account for Integration (Managed Package)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/os_preparing_a_docusign_account_for_omnistudio_vlocity.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.os_preparing_a_docusign_account_for_omnistudio_vlocity.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c0ca29681ff77cddd596c724150ec301186b305ce67d65beaacfa417f0571814
description: For the managed package runtime, create a developer account in DocuSign and configure it for integration with Omnistudio.
products:
  - Omnistudio
release: "264"
---
# Prepare a DocuSign Account for Integration (Managed Package)

For the managed package runtime, create a developer account in DocuSign and configure it for integration with Omnistudio.

![Managed Package app icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-omnistudio_for_managed_packages-264-0-0-production-enus/aa2554ec-624a-4ee6-8da4-6435670e6e62/resources-global/_corporate/images/managedpackageicon.png) This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see [Omnistudio Help](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_standard.htm&language=en_US).

1. Create a standard [DocuSign](https://www.docusign.com/) account.
2. Go to **Apps and Keys** in the DocuSign **Settings** and click the link to create a developer account. See [Apps and Keys](https://support.docusign.com/guides/ndse-admin-guide-api-and-keys) in the DocuSign documentation.
    
    If you use the same login for both DocuSign accounts and you log out, log back into the developer account at [developer.docusign.com](https://developer.docusign.com). To go to the Home, Templates, and Settings pages, click your profile icon and select **My Apps & Keys**.
3. In Apps and Keys for the developer account, create a DocuSign application that uses **Authorization Code Grant** as the authentication type.
4. Add a **Secret Key** to your DocuSign application. See [Add Integration Keys](https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=pik1583277475390&topicId=lzz1583277395470.html&_LANG=enus) in the DocuSign documentation.
5. Copy the Account ID, Base URI, Integration Key, and Secret Key from the developer account. These items are required for Omnistudio integration.

What's Next: [Create an Authentication Provider to Connect to DocuSign (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_create_an_auth_provider_for_docusign_vlocity.htm&release=264.0.0&type=5 "For the managed package runtime, add an authentication provider for Salesforce to create a secure connection to your DocuSign account. Omnistudio uses these credentials to fetch document templates from DocuSign.")

After you've tested your Omniscripts and DocuSign templates, migrate your templates and app to a DocuSign production account. See [Download Templates](https://support.docusign.com/s/document-item?language=en_US&rsc_301=&bundleId=xry1643227563338&topicId=opp1578456626879.html&_LANG=enus), [Upload Templates](https://support.docusign.com/s/document-item?language=en_US&rsc_301=&bundleId=xry1643227563338&topicId=xoq1578456627577.html&_LANG=enus), and [Go-Live](https://developers.docusign.com/docs/esign-rest-api/go-live/) in the DocuSign documentation.