# DocuSign

DocuSign (opens new window) is a secure eSignature solution that provides electronic signature technology and digital transaction management services that enables fully digital workflows for businesses.

# API version

The DocuSign connector uses the V2 REST API (opens new window) with the base URL of https://{server}.docusign.net/restapi/v2.

# Supported editions and versions

The DocuSign connector works with all DocuSign plans - Personal, Standard, Business Pro.

# How to connect to DocuSign on Workato

The DocuSign connector uses OAuth2.0. This will require you to authorize Workato on Zendesk to give Workato access to your DocuSign instance.

Field Description
Connection name Give this connection a name that identifies which DocuSign user and instance it is connected to.
Demo Indicate if this is a demo DocuSign account.

# Roles and permissions required to connect

DocuSign users who can login to DocuSign can connect to DocuSign from Workato. The user will have the same permissions (opens new window) on Workato as in DocuSign. This means that they will have the same capabilities to view, manage, and send envelopes as per their respective permissions on the DocuSign platform.

# Working with generic create/update/search actions in DocuSign

When using a Create/Send Document for Signing action in DocuSign, the File URL must be in a downloadable format. For example, if you're linking to a Google Drive document, you must follow https://drive.google.com/uc?export=download&id=FILE_ID (opens new window) and replace FILE_ID.