Set up a connection to Docusign

Tom Santiago

Updated November 25, 2024 07:51

Docusign is a leading cloud-based electronic signature and document management platform allowing users to sign, send, and manage documents digitally.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting	Instructions
Name your connection *	Enter a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.
Environment *	Select your Docusign account environment: Demo: if your account URL is `https://account-d.docusign.com`. Production: if your account URL is `https://account.docusign.com`.

Setting

Instructions

Name your connection *

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

Environment *

Select your Docusign account environment:

Demo: if your account URL is https://account-d.docusign.com.
Production: if your account URL is https://account.docusign.com.

Tip

This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see OAuth 2.0 universal connector documentation.

Save and authorize

Click Save and authorize to commit your changes and proceed to sign in with Docusign
After signing in, review the permissions for the integration and click Accept.

Set up a connection to Docusign

Set up a connection

Tip

Save and authorize

Additional references

Comments