DocuSign

About this document

This document provides the step-by-step procedure to configure DocuSign in SAFE. 

Pre-requisite

You need the following connection details for this integration:

• DocuSign Admin Access
• API URL 
• Account ID
• Integration Key
• Secret Key
• Refresh Token
• SAFE Admin Access

Generate Connection Details

Follow the below step-by-step procedure to get the connector details:

1. Login to your DocuSign account as Admin.
2. Navigate to Integrations > Apps and Keys from the left navigation.
3. Select the Authorisation Code Grant method.
4. Add a secret key.
5. Add a callback URL (example.com will work).
6. Copy both the integration key and secret for authentication. We will also need a code grant (lasts for 2 minutes) [Also get the “Account Base URI”]
7. Open this URL with integration key and callback URL: https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature&client_id={integration key}&redirect_uri={callback url}
8. This will give code in the URL parameter which we need to copy and use to create a bearer token using the following API.
9. This will need code and grant_type in the body.
10. Obtain the authorization key using the integration key and secret by executing the following method call in a JavaScript console: btoa('{iKey}:{secret key}')
11. Run the below command to get the access token (lasts 30 mins).

curl --location 'https://account-d.docusign.com/oauth/token' \
     --header 'Authorization: Basic ZGQwMTI0MzQtMWNiMi00YzJmLTk0ZmEtNDgxNWRjMmViMzc2OmFmMDQ3NWNhLWJhYTctNGViNS1iZmVmLTA2YzRmNWNhMmVkZQ==' \
     --header 'Content-Type: application/x-www-form-urlencoded' \
     --data-urlencode 'code=eyJ0eXAiOiJNVCIsImFsZyI6IlJTMjU2Iiwia2lkIjoiNjgxODVmZjEtNGU1MS00Y2U5LWFmMWMtNjg5ODEyMjAzMzE3In0.AQsAAAABAAYABwAAt-R9Hu3bSAgAAENrxR7t20gCAE5KKmLkRONOoiO_GsPqSd8VAAEAAAAYAAEAAAAFAAAADQAkAAAAZGQwMTI0MzQtMWNiMi00YzJmLTk0ZmEtNDgxNWRjMmViMzc2IgAkAAAAZGQwMTI0MzQtMWNiMi00YzJmLTk0ZmEtNDgxNWRjMmViMzc2NwDDrOSgR1OMS4O4vLUj0b8fMACAvuDoG-3bSBIAAQAAAAMAAAB0c3Y.f_tTxZNzX4pYLa0myPsVLWZbPhKoUHyd5zuEcEuPb_S6zrDen7cl-GKg8it_6bj3z1TCdKJnqngbYZnFtDxYGTZbapnAvWsRqmPHB8Qmh68zpR6w8n3egFM7y8Es96cW-GvcrZ2nN0TaeZ1D9QGmQsn57T3cgWNUkwuuzMejHLIGXGBDFwlfQkNyuDZRNneRB9Oxp3rOvR28q2SZ24DwOfQgZ5DXNyJvcDZNPiRd26Y52lye1pSlESxPCoTQwOKgR2qmEcU0fOAKvge7-iMJqnHv-EZzYvLoU0Kealr_rQG1dTQ6_NIra7TpVYJEKL2YSIyLJu9nfl2ZImCYm-dr2w' \
     --data-urlencode 'grant_type=authorization_code'

Configure DocuSign

To configure DocuSign in SAFE:

1. Navigate to the Integrations.
2. Click the DocuSign card, and go to the configuration page.
3. Enter the following details:
   1. API URL 
   2. Account ID
   3. Integration Key
   4. Secret Key
   5. Refresh Token
4. Enter the Auto Sync frequency in the number of days.
5. Click the Test Connection button.
6. Once the connection is validated, click the Save button.
7. Once the configuration is saved, click the Sync Now button to trigger the on-demand sync outside of the scheduled auto sync.

View Result

Finding View and Asset Views are availabe on the integration page.

Findings View: This tab displays all the findings details pulled from DocuSign.

Assets View: This tab displays all the assets pulled from DocuSign.

History

Learn More about Integration History here.

8. SAFE's Outgoing IP Addresses

Click here to find the outgoing IP addresses of SAFE. All traffic to any integrations in SAFE will see one IP address as the source IP of the incoming connection.