DocuSign

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

Asset Types Fetched

This adapter fetches the following types of assets:

• Users, Roles, Groups, Licenses, Application Settings, SaaS data

Before You Begin

Before you connect the adapter in Axonius, complete the following procedures in DocuSign:

• Create API Account ID and Keys - Required for every connection. This procedure produces the API Account ID, Account Base URI, Integration Key, and Private Key File that you need to provide when creating a connection.
• DocuSign Prerequisites for Fetching SaaS Data - Required only if you want to retrieve SaaS data.

APIs

Axonius uses the DocuSign eSignature REST API v2.1 to fetch users, groups, permission profiles, account settings, and license/plan information.

When the connection parameter Fetch DocuSign CLM Licenses is enabled with an Organization ID, Axonius also uses the DocuSign Admin API to fetch each user's product permission profiles across the organization. This call requires the user_read scope.

Required Permissions

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

Supported From Version

Supported from version 5.0

Connecting the Adapter in Axonius

Required Parameters

1. Host Name or IP Address - The hostname or IP address of the DocuSign server. This is usually http://account.docusign.com.

2. User ID - The DocuSign User ID.

   📘

   Note

   To generate the following required parameters, see Create API Account ID and Keys.

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

4. Integration Key - Enter the integration key. To generate the Integration Key, see Create API Account ID and Keys.

5. Private Key File - Select to upload a private key file. To generate a private key, see Create API Account ID and Keys.

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

Optional Parameters

1. Fetch DocuSign CLM Licenses - Enable to enrich users with permission profiles. When this is enabled, the following parameters is required:

   • Organization ID - When the 'Fetch DocuSign CLM Licenses' is enabled, add DocuSign Organization ID.

     📘 Note When this option is enabled, the `user_read` scope must be added to authentication scopes.

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

3. HTTPS Proxy - Connect the adapter to a proxy instead of directly connecting it to the domain.

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

5. HTTPS Proxy Password - 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.

Advanced Settings

• User Status Filter - Select a status to filter users by: Active, Closed, or Activation Sent.

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.