# 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 DocuSign eSignature REST API v2.1 (opens new window).

# 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 DocuSign 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.
Account ID Optional By default, this connection selects your first DocuSign account tagged to the user. Use this field to specify a specific Docusign account when you have multiple. You can find the specific account's ID under Settings => Apps and Keys => API Account ID

# 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.

# Events in DocuSign

There are multiple triggers in the DocuSign based on your use cases:

  1. New recipient event
  2. New document event
  3. New document received

# New Recipient event

This is based on the Recipient Connect feature in DocuSign that allows you to listen on events where someone in your organization is a receiver of a Docusign email. This allows you to relay these events to channels such as business messaging tools to notify the intended recipient further, or log this event in your ERP system. To set this trigger up, you need to claim the domain on DocuSign. Follow this DocuSign guide (opens new window).

# New Document event

This trigger allows you to listen on events where someone in your organization is a sender of a DocuSign email. This allows you to track the full lifecycle of a contract signing from draft to completion and sync that over to systems like your CRM.

# New Document received

This trigger is similar to the New Recipient event trigger except that its scoped to a single mailbox for the authenticated user in DocuSign. This could be useful in scenarios where you want to focus on a specific mailbox.

Last updated: 5/17/2024, 2:35:03 AM