DocuSign Connection

See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium DocuSign connector.

DocuSign is a customer relationship management tool.

This topic describes how to authenticate to DocuSign and configure any necessary connection properties in the DocuSign connection connector.

Connection Configuration #

Each connection property available in the DocuSign connector is explained below.

Connection Name #

The name of the connection to be created should be provided. This is the name that will display on the list of available connections.

Client ID #

The client Id assigned when you register your application with an OAuth authorization server.

Client Secret #

The client secret assigned when you register your application with an OAuth authorization server.

Refresh Token #

The OAuth refresh token for the corresponding OAuth access token.

UseSandbox #

Set to true if you you are using sandbox account.

Advanced Configurations #

This section contains advanced configuration parameters.

Account ID #

AccountId of the currently authenticated user.

Include Custom Fields #

Set to true if you want to retrieve custom fields values for an envelope or template.

Add Configuration: Additional properties can be added using this option as key-value pairs.

After entering all the details, click on the TEST button.

If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.

Click on the CREATE button to save the changes.

If the details are incorrect or the server is down, you will get a message “Connection unavailable”.