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DocuSign 身份验证
根据您选择的身份验证类型,您可能需要以下凭据之一:
- 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.
只有 DocuSign 生产 帐户可用于通过 DocuSign 连接器登录。 无法使用 DocuSign 演示 帐户或 开发者 帐户。
使用 DocuSign 连接器建立连接时,您可以先输入帐户 ID。 此步骤是可选的,您只需单击“连接” 以转到下一步。
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.
要查找默认 DocuSign 帐户 ID,请执行以下操作:
1. 登录到您的 DocuSign 帐户。
2. 单击屏幕顶部的 “设置” 选项卡。
3. 在左侧面板的“集成”下,单击“应用程序和密钥”。
4. 此处显示的 API 帐户 ID 是您的默认帐户 ID。
To create a connection to your DocuSign instance, you need to perform the following steps:
- 选择 Automation Cloud 中的 Integration Service 。
-
From the Connectors list, select DocuSign. You can also use the search bar to narrow down the connector.
- Select the Connect to DocuSign button.
-
You can choose between two authentication types: OAuth 2.0 Authorization code or Bring your own OAuth 2.0 app.
-
Enter the required credentials for your preferred authentication method and select Connect.
- 已添加您的连接。
您连接的 DocuSign 帐户中启用的默认权限也将用于连接器中。 请访问DocuSign 支持中心以获取可用权限,或联系您的管理员。