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DocuSign

Updated
This article provides the steps to integrate DocuSign on Josys's App Catalog page.

Support Scope Details
Target Plan Business Pro or higher (Business Pro may not be available for web purchases)
Administrator Role for Integration DS Admin 
Integration Method OAuth 
Integration Key Email
Capabilities Account Deletion Account Provisioning (Read) Account Provisioning (Write) Role Modification 
Statuses Excluded from Unmanaged Accounts Closed 
Configurable Settings on Creation Role Settings 
Configurable Settings on Deletion  
Billing Information How to check billing information 
Discovered Data Fields • Status
License Management Retrieved Items App Usage Status (Envelope Usage) Plan Name User License Total Licenses Assigned Unassigned 
Inactivity Threshold No document signing or receiving for 30 days
Common Fields Status User 
Retrievable Role Types • DS Admin
• DS Sender
• DS Viewer
+ Custom Roles
Role Modification Supported 

 

Integrating DocuSign

  1. Log in to DocuSign with an administrator account.
  2. Go to Settings > Integrations > Apps and Keys to obtain your API Account ID and account Base URI.
  3. From the left sidebar in Josys, click Integrations > App Catalog.
  4. Search for DocuSign and click it.
  5. The configuration page will open on the right side.
  6. Refer to your settings and enter the API Account ID and Account Base URI Subdomain, then click Next.
  7. Log in with a DocuSign account that has DS Admin privileges to complete the integration.
    Account Base URI Subdomain: If your URI is https://demo.docusign.net, enter only the "demo" portion.

API Permissions

The following APIs are used based on the public API documentation:

  • Get list of accounts
  • Create account
  • Update account permissions

API Documentation: https://developers.docusign.com/docs/esign-rest-api/

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