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 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.

11. 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

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 Authorization Code Grant.

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 Authorization Code Grant.
   

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.

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

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

14. 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