Docusign

Prerequisites

Before you can establish a connection with Docusign using the OAuth authentication method, you must create and configure a custom OAuth application.

1. In Docusign, navigate to Settings > Integrations > Apps and Keys.

2. Click Add App and Integration Key and name your application.

3. Click Create App.

4. In General Info, note the Integration Key field. You need to copy and paste this key into the OAuthClientId field in Connect AI.

5. In Authentication > Secret Keys, click Add Secret Key. You need to copy and paste this key into the OAuth Client Secret field in Connect AI..

6. In Additional Settings > Redirect URIs, click Add URI. Enter https://oauth.cdata.com/oauth/ as the redirect URI.

7. (Optional) If you are using JWT authentication, in Service Integration > RSA Keypairs, click Generate RSA to generate an RSA public key and private key. You need to copy and paste the private key into the OAuth JWT Cert field in Connect AI.

8. (Optional) If you are using JWT authentication, in the Apps and Keys home page, note My Account Information > User ID. You need to copy and paste this key into the OAuth JWT Subject field in Connect AI.

Refer to the Docusign documentation for more details about building a Docusign integration.

Setup Guide

Follow these steps to connect Docusign to your Connect AI account:

1. Open the Connections page of the Connect AI dashboard.

2. Click + Add Connection in the upper-right corner.

3. Type Docusign into the search field, then click the data source name.

4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

5. Select an AuthScheme and follow the relevant instructions below.

Authentication Methods

OAuth

1. For OAuth Client Id, copy and paste the Docusign integration key you created in the prerequisites.

2. For OAuth Client Secret, copy and paste the secret key you created in the prerequisites.

3. The Callback URL is the redirect URI for your OAuth app. On Connect AI, this is https://oauth.cdata.com/oauth/.

4. Click Sign in to connect securely through OAuth. This action opens the Docusign sign-in page in a new tab.

5. Log in to your Docusign account and provide the requested permissions (if applicable).

6. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

OAuthJWT

1. For OAuth JWT Cert, copy and paste the RSA private key you generated in the prerequisites.

2. For OAuth JWT Subject, copy and paste your Docusign user Id. Retrieve your user Id in Docusign by navigating to Settings > Apps and Keys > My Account Information > User ID.

3. For OAuth JWT Issuer, copy and paste the Docusign integration key you created in the prerequisites.

4. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between Connect AI and Docusign, see this information page.