update manual installation instructions

Author: karissarjacobsen

README.md

@@ -34,10 +34,45 @@ MyConnectWebhook demonstrates the following:
 * **authorization_server** - https://account-d.docusign.com for the development environment
 * **aud** - `account-d.docusign.com` for the development environment
 
+## Installation steps
+
+### Clone project
+Clone project into folder `./sample-app-myconnectwebhook-ruby`
+```
+git clone [email protected]:docusign/sample-app-myconnectwebhook-ruby.git
+```
+### Run command to move to project folder
+```
+cd sample-app-myconnectwebhook-ruby
+```
 
-## Setup your custom DocuSign Connect configuration
+### Create appsettings.yml file
+Copy `appsettings.example.yml` and fill it in with your settings taken from DocuSign Developer Account.
+```
+cp config/appsettings.example.yml config/appsettings.yml
+```
 
-### Using a ruby script
+### Create a webhook listener (for local development)
+Create a secure URL for your app to receive webhook notifications using ngrok.
+
+#### Install Ngrok Tunnel (for local development)
+```
+https://ngrok.com/download
+```
+#### Run Ngrok Tunnel (for local development)
+```
+ngrok http 3000
+```
+#### Add your secure ngrok URL as an authorized host
+* open `config/environments/development.rb`
+* Change {NGROK_HOST} to the URL generated by ngrok in the previous step
+```
+config.hosts << "xxx-xx-xxx-xxx-xx.ngrok.io"
+```
+
+### Setup your custom DocuSign Connect configuration
+
+#### Using a ruby script
 The ruby script included with this project sets up a custom Connect configuration with the same settings that the hosted app uses at https://myconnectwebhook.sampleapps.docusign.com. You'll need to provide a name for your new custom connect configuration as well as the URL to publish which, if running locally using ngrok, should follow the format `https://{YOUR_NGROK_HOST}.ngrok.io/api/docusign/trigger/do_process.json`.
 
 * Navigate to the root folder of the app
@@ -51,7 +86,7 @@ The ruby script included with this project sets up a custom Connect configuratio
 * Provide the name and URL to publish for your connect configuration when prompted.
 * Check https://admindemo.docusign.com/connect to view or edit your new custom Connect configuration!
 
-### Using the DocuSign UI
+#### Using the DocuSign UI
 * Visit https://admindemo.docusign.com/authenticate?goTo=connect
 * Select "ADD CONFIGURATION" --> "Custom"
 * Add a name for your custom Connect configuration
@@ -81,11 +116,11 @@ The ruby script included with this project sets up a custom Connect configuratio
 * Select "Enable Mutual TLS"
 * "SAVE CONFIGURATION"
 
-## Installation steps
+## Running the app
 
 **NOTE:** The first time you run the app with a new client id, you must grant consent for the application to perform actions on behalf of the user. Fill in your integration key and redirect url to the following consent url template and visit `https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature+impersonation+click.manage+click.send&client_id=#{jwt_integration_key}&redirect_uri=#{redirect_uri}` to grant consent.
 
-### Running app using docker compose
+### Running the app using docker compose
 To build app:
 ```
 docker compose build
@@ -130,15 +165,14 @@ brew install redis
 brew services start redis
 redis-server
 ```
-#### Clone project
-Clone project into folder `./sample-app-myconnectwebhook-ruby`
-```
-git clone [email protected]:docusign/sample-app-myconnectwebhook-ruby.git
+
+#### Install postgresql
+On Mac
 ```
-#### Run command to move project folder
-```
-cd sample-app-myconnectwebhook-ruby
+brew install postgresql@14
+brew services start postgresql
 ```
+
 rvm recognize ruby version and create new gemset
 #### Install bundler
 ```
@@ -161,19 +195,6 @@ Use NVM https://github.com/nvm-sh/nvm and Node.js version 16+.
 ```
 yarn install
 ```
-#### Copy appsettings.yml
-Copy `appsettings.yml` and fill it in with your settings taken from DocuSign Developer Account.
-```
-cp config/appsettings.example.yml config/appsettings.yml
-```
-#### Install Ngrok Tunnel (for local development)
-```
-https://ngrok.com/download
-```
-#### Run Ngrok Tunnel (for local development)
-```
-ngrok http 3000
-```
 
 #### Running MyConnectWebhook Sample App
 ```