DocuSign

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

1. Host Name or IP Address (required) - The hostname or IP address of the DocuSign server.

2. User ID - The credentials for a user account that has the permissions to fetch assets.

3. API Account ID (required) - Specify the API Account ID. To generate the API Account ID, see Create API Account ID, Account Base URI, and Private Key.

4. Account Base URI (optional, default: empty) - Specify the identifier of the resource to use.
   To generate the Account Base URI, see Create API Account ID, Account Base URI, and Private Key.

5. Integration Key (optional, default: empty) - Specify the integration key.

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, Account Base URI, and Private Key.

7. Verify SSL (required, default: false) - Select whether to verify the SSL certificate of the server against the CA database inside of Axonius.

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

9. HTTPS Proxy User Name (optional, default: empty) - 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, default: empty) - The password to use when connecting to the server using the HTTPS Proxy.

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

Create API Account ID, Account Base URI, and Private Key

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

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

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

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

4. Under User Application, select Implicit Grant.

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

6. From the Private Key section, copy and paste the private key into a .txt file, which you will need to retrieve later.

7. In the Additional settings section, select + Add URI.

8. In the URI field, specify: https://localhost/adapters/docusign_adapter

9. 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:

1. Copy the link to a browser and click Allow.
2. In the Host Name or IP Address parameter, specify: https://account-d.docusign.com/
3. Click Save and Fetch to reconnect. The adapter is subsequently connected.

Supported From Version

Supported from version 4.5