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DocuSign

DocuSign enables people to securely create, sign, and manage agreements.

Overview

DocuSign allows businesses to prepare and manage agreements with customers and employees using electronic signatures.

Authentication

When using the DocuSign connector, the first thing you will have to do is click on 'New Authentication' in the step editor:

add-auth

On the next screen, you can select whether this is a production or sandbox account, and give the authentication a name. You must tick the box confirming that you grant full read and write access in your account, and then click 'Add authentication':

docusign-auth-window

A pop-window will then open where you can log in to your DocuSign account:

docusign-login

If your details are correct, the window will close and the authentication will be created.

Basic Operations List

Operations available in this connector include:

  • Apply envelope templates
  • Create envelope
  • Delete envelope custom fields
  • Delete envelope template
  • Download envelope document
  • Get account details
  • Get envelope by ID
  • Get template
  • Get user info
  • List accounts
  • List envelopes
  • List folders
  • List templates
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