- 01 Dec 2022
- 2 Minutes to read
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DocuSign
- Updated on 01 Dec 2022
- 2 Minutes to read
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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
Parameters
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Host Name or IP Address (required) - The hostname or IP address of the DocuSign server.
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User ID - The credentials for a user account that has the permissions to fetch assets.
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API Account ID (required) - Specify the API Account ID. To generate the API Account ID, see Create Account ID and Keys.
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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. -
Integration Key (required) - Enter the integration key.
To generate the Integration Key, see Create API Account ID and Keys. -
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. -
Verify SSL - Select whether to verify the SSL certificate of the server against the CA database inside of Axonius.
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HTTPS Proxy (optional) - Connect the adapter to a proxy instead of directly connecting it to the domain.
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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.
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HTTPS Proxy Password (optional) - The password to use when connecting to the server using the HTTPS Proxy.
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To learn more about common adapter connection parameters and buttons, see Adding a New Adapter Connection.
Create API Account ID and Keys
To create the API Account ID, Account Base URI, Integration Key, and Private Key
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Create a DocuSign Developer Account by navigating to Get your Free Developer Account and filling-in your details.
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From the Settings tab, under Integrations, select Apps and Keys.
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Click Add App and Integration Key. The Add Integration Key window is displayed.
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In App Name, specify the name of the app and click Create App. The Authentication window is displayed.
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Under User Application, select Authorization Code Grant.
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Use Postman to create 20 successful calls (monitor using API dashboard).
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Once done, promote to the live app.
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After verifying that the new app appears in your DocuSign account, repeat Steps 2 to 4.
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In the Authentication window, under User Application, select Authorization Code Grant.
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Under Service Integration, select Generate RSA to generate the public and private key. The RSA Keypair page generates a public key and private key.
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From the Private Key section, copy and paste the private key into a .txt file, which you will need to retrieve later.
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In the Additional settings section, select + Add URI.
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In the URI field, specify: https://localhost/adapters/docusign_adapter
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Copy the results into the Account Base URI field of the adapter.
Troubleshooting
When connecting the adapter the first time, an error message with a link is displayed.
To resolve the connection issue
- Copy the link to a browser and click Allow.
- In the Host Name or IP Address parameter, specify:
https://account-d.docusign.com/
- Click Save and Fetch to reconnect. The adapter is subsequently connected.
Supported From Version
Supported from version 4.5