DocuSign authentication

Depending on the authentication type you select, you need one of the following credentials:

• OAuth 2.0 Authorization code: Account ID, the email and password associated with your DocuSign account.
• Bring your own OAuth 2.0 app: Client ID, Client secret, Account ID.

To learn how to create your own OAuth 2.0 application, see the DocuSign documentation.

Note:

Only DocuSign production accounts can be used for logging in with the DocuSign connector. DocuSign demo or developer accounts cannot be used.

Retrieve your credentials

When establishing a connection using the DocuSign connector, you can first input an Account ID. This step is optional, and you can simply click Connect to move to the next step.

Note:

If the Account ID field is left empty, the default Account ID associated with the authenticated user’s DocuSign account automatically used for all the DocuSign activities. On the top-right hand corner of your DocuSign application’s home page, click on the user icon and you can view the default account number (not to be mistaken for Account ID) and default account name.

To find your default DocuSign Account ID:

1. Log in to your DocuSign account.

2. Click on the Settings tab on the top of the screen.

3. On the left panel, under Integrations, click on Apps and Keys.

4. The API Account ID displayed here is your default Account ID.

Add the DocuSign connection

To create a connection to your DocuSign instance, you need to perform the following steps:

1. Select Integration Service from Automation Cloud.

2. From the Connectors list, select DocuSign. You can also use the search bar to narrow down the connector.

3. Select the Connect to DocuSign button.

4. You can choose between two authentication types: OAuth 2.0 Authorization code or Bring your own OAuth 2.0 app.

5. Enter the required credentials for your preferred authentication method and select Connect.

6. Your connection has been added.

Permissions

The default permissions enabled in the DocuSign account you connect with are also used in the connector. Please visit DocuSign Support Center for the available permissions, or contact your administrator.