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DocuSign Scope

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.

  1. Complete the Setup steps.
  2. Add the DocuSign Scope activity to your project.
  3. Enter values for the [Input](doc:docusign-scope#section-input] properties.
  4. 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

String

Required

Yes

Default value

DocuSign Application Scope

Allowed values

Enter a String or String variable.

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

String

Required

Yes

Default value

https://demo.docusign.net/restapi

Allowed values

Enter a String or String variable.

Notes

The value for production environments will be different.


Existing Connection

Connection

Use an existing DocuSign connection.

Attributes

Details

Type

Connection

Required

No

Default value

Empty

Allowed values

Enter a Connection or Connection variable.

Notes

The Connection variable must be from a previously run DocuSign Scope activity (parent) that still has an active connection.


JWT Authentication

Config File Client

Content of the config file.

Attributes

Details

Type

String

Required

No

Default value

Empty

Allowed values

Enter a String or String variable.

Notes

N/A

Config File Path

The path of the config file

Attributes

Details

Type

String

Required

No

Default value

Empty

Allowed values

Enter a String or String variable.

Notes

N/A


OAuth Authentication

Client ID

The client identifier issued to the client.

Attributes

Details

Type

String

Required

No (unless choosing to use OAuth authentication)

Default value

Empty

Allowed values

Enter a String or String variable.

Notes

N/A


Client Secret

The client secret issued to the client.

Attributes

Details

Type

SecureString

Required

No (unless choosing to use OAuth authentication)

Default value

Empty

Allowed values

Enter a SecureString or SecureString variable.

Notes

N/A


Output

Connection

The connection which can be passed to a child application scope.

Attributes

Details

Type

Connection

Required

No (required if you want to use the output data in subsequent activities)

Default value

Empty

Allowed values

Enter a Connection variable.

Notes

N/A

Updated 3 months ago


DocuSign Scope


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