The DocuSign activities use the JWT authentication to establish a connection between UiPath and your DocuSign environment. This connection authorizes a Robot to call the DocuSign eSignature APIs and access resources on your behalf.
To enable authentication, you can create a DocuSign App with JWT authentication. You can also choose to create use DocuSign with OAuth authentication. For more information and before you build your first automation project, see the DocuSign Setup guide.
The DocuSign activities use the authentication information you entered to establish an authenticated connection between UiPath and your DocuSign environment. This connection authorizes a Robot to call the DocuSign eSignature APIs and access resources on your behalf.
After establishing a connection, a parent DocuSign Scope activity can output a record of the connection in a Connection
object (Connection) that you can use in subsequent child scope activities.
How it works
The following steps are an example of how the activity works from design time (i.e., the activity dependencies and input/output properties) to run time.
- Complete the Setup steps.
- Add the DocuSign Scope activity to your project.
- Enter values for the [Input](doc:docusign-scope#section-input] properties.
- Create and enter a
Connection
variable for Output property. You can use this variable in subsequent uses of the DocuSign Scope activity.
Properties
The values for the following properties are specified when adding this activity to your project in UiPath Studio.
Common
DisplayName
The display name of the activity.
Attributes | Details |
---|---|
Type |
|
Required | Yes |
Default value | DocuSign Application Scope |
Allowed values | Enter a |
Notes | N/A |
Input
Auth Type
The type of authentication to use for the connection.
Attributes | Details |
---|---|
Type | enum |
Required | Yes |
Default value | OAuth2AuthorizationCode |
Allowed values | OAuth2AuthorizationCode, OAuthJWT, ExistingConnection |
Notes | N/A |
Base Url
The base url for the connection.
Attributes | Details |
---|---|
Type |
|
Required | Yes |
Default value | |
Allowed values | Enter a |
Notes | The value for production environments will be different. |
Existing Connection
Connection
Use an existing DocuSign connection.
Attributes | Details |
---|---|
Type |
|
Required | No |
Default value | Empty |
Allowed values | Enter a |
Notes | The |
JWT Authentication
Config File Client
Content of the config file.
Attributes | Details |
---|---|
Type |
|
Required | No |
Default value | Empty |
Allowed values | Enter a |
Notes | N/A |
Config File Path
The path of the config file
Attributes | Details |
---|---|
Type |
|
Required | No |
Default value | Empty |
Allowed values | Enter a |
Notes | N/A |
OAuth Authentication
Client ID
The client identifier issued to the client.
Attributes | Details |
---|---|
Type |
|
Required | No (unless choosing to use OAuth authentication) |
Default value | Empty |
Allowed values | Enter a |
Notes | N/A |
Client Secret
The client secret issued to the client.
Attributes | Details |
---|---|
Type |
|
Required | No (unless choosing to use OAuth authentication) |
Default value | Empty |
Allowed values | Enter a |
Notes | N/A |
Output
Connection
The connection which can be passed to a child application scope.
Attributes | Details |
---|---|
Type |
|
Required | No (required if you want to use the output data in subsequent activities) |
Default value | Empty |
Allowed values | Enter a |
Notes | N/A |
Updated 3 months ago