Set up a connection to DocuSign

DocuSign links: API Guide, Authentication

A. Set up a DocuSign connection

Start establishing a connection to DocuSign in either of the following ways:

• From the Resources menu, select Connections. Then, click + Create connection at the top right.
      – or –
• While working in a new or existing integration, you can add an application to a flow by clicking Add source or Add destination/lookup.

In the resulting Application list, select DocuSign.

1. Name (required): Name the connection.
2. Connection type (required): The form will automatically select DocuSign.
3. Environment (required): Select either Production or Demo.
   • Select Demo if your account is created at https://www.docusign.com/esign/demo
   • Select Production If your account is created at https://account.docusign.com/#/username.
4. Borrow concurrency from (optional): Select another connection from the list....

5. Concurrency level (optional): Up to 25 allowed....
6. Click Save & authorize. The following page displays:

7. Enter your registered email address.

8. Enter your password and click LOG IN to establish the connection.