DocuSign
  • 06 Jun 2023
  • 4 Minutes to read
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DocuSign

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Article summary

DocuSign helps organizations connect and automate how they prepare, sign, act on and manage agreements.

Types of Assets Fetched

This adapter fetches the following types of assets:

  • Users
  • SaaS data

Parameters

  1. Host Name or IP Address (required) - The hostname or IP address of the DocuSign server. This is the Account ID at DocuSign followed by docusign.com

  2. User ID - The DocuSign User ID

  3. API Account ID (required) - Specify the API Account ID. To generate the API Account ID, see Create Account ID and Keys.

  4. Account Base URI (optional) - Enter the identifier of the resource to use.
    To generate the Account Base URI, see Create API Account ID and Keys.

  5. Integration Key (required) - Enter the integration key.
    To generate the Integration Key, see Create API Account ID and Keys.

  6. Private Key File (optional, default: no file selected) - Select to upload a private key file.
    To generate a private key, see Create API Account ID and Keys.

  7. Verify SSL - Select whether to verify the SSL certificate of the server against the CA database inside of Axonius.

  8. HTTPS Proxy (optional) - Connect the adapter to a proxy instead of directly connecting it to the domain.

  9. HTTPS Proxy User Name (optional) - The user name to use when connecting to the value supplied in Host Name or IP Address via the value supplied in HTTPS Proxy.

  10. HTTPS Proxy Password (optional) - The password to use when connecting to the server using the HTTPS Proxy.

To learn more about common adapter connection parameters and buttons, see Adding a New Adapter Connection.

DocuSignSM

Create a Permission Profile in DocuSign

Note:

This is only needed for retrieving SaaS data.

Create a custom permission profile in DocuSign to provide the Axonius account with the least privileges permission.

  1. From account admin console in DocuSign, select the Settings tab, and under Users and Groups, select Permission Profiles.

  2. Click Add Permission Profile. The Add Permission Profile window is displayed.

  3. Enter a name for the permission profile.

  4. Under the Admin Permissions tab, click Allow Some and select the following permission levels.

    PermissionLevel of Access
    Users and GroupsView Only
    Envelope SharingView & Edit
    Document RetentionView & Edit
    Account SettingsView & Edit
    Security SettingsView & Edit
  5. Under the Admin Permissions tab, keep all options as defined by default.

  6. Click Add.

Exclude your User Account from 2FA

Note:

This is only needed for retrieving SaaS data.

  1. Log in with the user account you created for Axonius in DocuSign.

  2. Click the user profile icon (avatar), and then click on Manage Profile.
    The My Profile view is displayed.
    image.png

  3. From the left navigation menu, click on the Privacy & Security menu.

  4. Under the Sign-In Security section, disable the Passwordless Login and the Two-Step Verification options.

  5. Under the Device Security section, disable the New Device Verification option.

  6. Make sure no App Password is generated. If such exists, revoke it.

Create API Account ID and Keys

To create the API Account ID, Account Base URI, Integration Key, and Private Key

Note:

Initial consent in DocuSign is required for setup of this adapter, in some of the configurations

  1. Create a DocuSign Developer Account by navigating to Get your Free Developer Account and filling-in your details.

  2. From the Settings tab, under Integrations, select Apps and Keys.

  3. Click Add App and Integration Key. The Add Integration Key window is displayed.

  4. In App Name, specify the name of the app and click Create App. The Authentication window is displayed.

  5. Under User Application, select No.

  6. Use Postman to create 20 successful calls (monitor using API dashboard).

  7. Once done, promote to the live app.

  8. After verifying that the new app appears in your DocuSign account, repeat Steps 2 to 4.

  9. In the Authentication window, under User Application, select No.
    piv

  10. Under Service Integration, select Generate RSA to generate the public and private key. The RSA Keypair page generates a public key and private key.

  11. From the Private Key section, copy and paste the private key into a .txt file, which you will need to retrieve later, it has to be in a Linux or MAC format with LF as the end of line sequence. This RSA key is the Integration Key in Axonius Configuration.

  12. In the Additional settings section, Add URIs

  13. In the Redirects URIs field, enter https://localhost/adapters/docusign_adapter

  14. In the Additional settings section under Allowed HTTP Methods select GET, POST.

  15. The My Account Information now shows the User ID, API Account ID, Account Base URI.
    DocusingCreds

Copy this to Axonius adapter configuration in the fields with this name.


Refer to these resources for additional information:
Getting an Access Token using Auth Code Grant

How to get an access token with Implicit Grant

Required Permissions

The value supplied in User ID must have write permissions in order to fetch SaaS data.

Troubleshooting

When connecting the adapter the first time, an error message with a link is displayed.
To resolve the connection issue

  1. Copy the link to a browser and click Allow.
  2. In the Host Name or IP Address parameter, specify: your Account ID at DocuSign followed by docusign.com
  3. Click Save and Fetch to reconnect. The adapter is subsequently connected.

Supported From Version

Supported from version 5.0



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