DocuSign Connection Details

To establish the connection successfully, you must configure the DocuSign instance.

The DocuSign Connector dialog contains the following field:
Field Description
Name The unique name for the connection you are creating.
Description A short description of the connection.
Docusign Live Environment Set this value to true for production environment and false for sandbox environment.
Integrator Key Enter the integrator key obtained while configuring the DocuSign Integrator Key.
Secret Key Enter the secret key obtained while configuring the DocuSign Integrator Key.
DocuSign Authentication Type

Select one of the following authentication types to sign your document:

  • Authorization Code Grant

  • JWT Grant

OAuth Token

Token required for authentication when using DocuSign connector. The token is automatically generated after you save the connection.

Note: To use OAuth Token, select Authorization Code Grant as authentication type.
User ID

Enter the user ID.

The User ID field and the RSA Private Key field are required when the authentication type is set to JWT Grant.

RSA Private Key Click Browse and select the RSA Private Key. The supported file types are key and .pem

For more information about the fields, see the DocuSign documentation.