DocuSign

DocuSign is a cloud-based electronic signature platform that assists small and medium-sized businesses, large corporations, and individuals in gathering information, streamlining data workflows, and obtaining electronic signatures across different devices. The platform automates manual and paper-based tasks, allowing users to handle authentication, digital signatures, forms and data collection, collaboration, workflow automation, and storage.

Stored DocuSign information

Users

• User ID
• Email
• First name
• Last name
• Status
• Last login date

Licenses

• Plan name
• Plan ID
• No of units
• Payment cycle
• Amount
• Currency

DocuSign authentication method

The required authentication method is OAuth (OAuth 2.0).

Required DocuSign credentials

The following credentials are required:

• Username
• Password

To create a client ID and client secret

Visit developers.docusign.com/platform/configure-app/

Required scopes

• signature
• organization_read
• permission_read
• user_read
• user_write
• account_read
• domain_read
• identity_provider_read

To manually integrate DocuSign with SaaS Manager Plus

1. Click App Integrations available in the left pane and click DocuSign from the applications list.
2. Provide the connection name, client ID, and client secret.
3. Click Authorize, and you will be redirected to the DocuSign sign in page.
4. On the DocuSign sign in page, enter your admin username and password.
5. Click Authorize.

DocuSign API endpoints

Application info

• account.docusign.com/oauth/userinfo

Users

<<base_url>>/restapi/v2/accounts/<<account_Id>>/users

License information

<<base_url>>/restapi/v2/accounts/<<account_Id>>/billing_plan

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