Connect DocuSign

This page describes how to connect DocuSign to Agentspace.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up a connection for the DocuSign connector, make sure that you have the following credentials for authentication:

  • Consumer key
  • Private key
  • Username

Generate keys and user credentials

Create a user in the DocuSign instance, assign the user to a group, and grant the required permissions to generate the consumer key, private key, and username needed for integration and authentication.

  1. Register a DocuSign user: If you are a new user, use the following steps to create a DocuSign developer account. If you are an existing user, go to the access account details section.

    1. Go to the DocuSign developer account.

    2. Expand the Developer account drop-down and click Create account.

    3. On the Get your free developer account page, enter the required information:

      • First name
      • Last name
      • Email
      • Company
      • Country
      • DocuSign account status (if applicable)

    4. Click Get started.

    5. A Check your email window appears. Check your email for a verification code, enter it, and click Next.

    6. The Verify your mobile number window appears. Select the country code, enter your mobile number, and click Send code.

    7. Enter the temporary code received and click Verify.

    8. On the Set your password window, enter your password and click Next.

    9. The user is logged into the Sandbox environment.

  2. Access account details:

    1. Click the User profile icon and select My apps & keys.

    2. The Account dashboard and Apps and keys page is displayed, showing the User ID, Account ID, and App base URL.

  3. Generate apps and integration keys:

    1. Click Add app and integration key.

    2. In the Add integration key dialog, enter the app name and click Create app.

    3. The user is redirected to the app page. In the Authentication section, select Yes for the question "Is your application able to securely store a client secret?" and click Add secret key. A secret key is added.

    4. In the Service integration section, click Generate RSA.

    5. The RSA key pair dialog displays the keypair ID, public key, and private key. Copy both, as they are not displayed again.

  4. Add user to production:

    1. Sign in to the DocuSign production instance.

    2. Click Admin.

    3. Navigate to Users and groups > Users.

    4. On the Seats & users page, under Seat usage, click Assign a seat.

    5. In the Add user page, enter the email address.

    6. Click Next.

    7. Complete the mandatory fields in the Profile information section.

    8. Click Next.

    9. In the Security section, add the Access code.

    10. Click Next.

    11. In the Permission profile and groups section, select the permission as Viewer.

    12. Click Add user.

    13. The Seats and users page is displayed, and the user appears under All users.

    14. Open the user email account and activate the account using the Account activation email.

    15. Click Activate, enter the Access code, and activate the account.

  5. Generate RSA keypair:

    1. Navigate to Admin > Integrations > Apps and keys.

    2. On the Apps and keys page, click Actions and choose Edit for an existing app name from the Apps and integration keys section.

    3. On the App details page, go to the Service integration section and click Generate RSA.

    4. The RSA keypair dialog displays the keypair ID, public key, and private key. Copy all the details and click Close.

    5. Click the Profile icon and sign out.

  6. Sign in to production instance: Sign in to the DocuSign production instance using minimum access user credentials. The Admin menu option is not displayed for the minimum access user account.

Create a DocuSign cloud connector

Console

To use the Google Cloud console to sync data from DocuSign to Agentspace, follow these steps:

  1. In the Google Cloud console, go to the Agentspace page.

    Agentspace

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, scroll or search for DocuSign to connect your third-party source.

  5. Enter your authentication information. .

  6. Select which entities to sync and click Continue.

  7. Select a region for your data store.

  8. Enter a name for your data store.

  9. Select a synchronization frequency for your data store.

  10. Click Create. Agentspace creates your data store and displays your data stores on the Data stores page.

  11. To check the status of your ingestion, go to the Data stores page and click your data store name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization. Depending on the size of your data, ingestion can take minutes or hours.

Next steps