---
title: "DocuSign Integration Guide"
slug: "docusign-integration-guide"
updated: 2026-02-20T12:14:34Z
published: 2026-02-20T12:14:34Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.safe.security/llms.txt
> Use this file to discover all available pages before exploring further.

# DocuSign

## About this document

This document provides a step-by-step procedure for configuring DocuSign in SAFE.

## Introduction

SAFE integrates with DocuSign, fetching the account's security misconfiguration from SAFE.

## Prerequisites

- DocuSign Admin Access
- Required User Inputs:
  - API URL
  - Account ID
  - Integration Key
  - Secret Key
  - Refresh Token
- Scope: Admin Access

## Generate Connection Details

### Generate Integration Key and Secret Key

1. Follow the [URL](https://developers.docusign.com/) and click on the Developer Account button on the top-right to log in to the DocuSign developer account. ![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/1(7).png)
2. Upon login, click on the profile icon and select “**My Apps and Keys**”. ![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/2(6).png)
3. Click on **Add App and Integration Key** button. ![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/3(5).png)
4. Give a name to the App and click on the **Create App** button. ![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/4(4).png)
5. **Copy** and **save** the **Integration Key** while configuring DocuSign in SAFE.
6. Under **User Application**, select **Yes** for the **Authorisation Code Grant** method. ![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/5(5).png)
7. Click on **Add Secret Key**. **Copy** and **save** the **Secret Key** to be used while configuring DocuSign in SAFE.
8. Add a Redirect URI as [*https://us.safeone.ai/callback*.](https://us.safeone.ai/callback.) ![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/6(5).png)
9. Click on**Save.**

![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/7(3).png)

### Generate a Refresh Token

1. We will first generate a code grant value, which will be required to generate the refresh token. ***This value is short-lived and is valid for approximately 60 seconds***.
2. Open this URL with the previously copied integration key and the registered redirect URL:

```plaintext
https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature&client_id={integration key}&redirect_uri={redirect url}
```
3. Click on Allow Access when prompted.

![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/8(5).png)
4. You will be presented with a 404 Not Found page. Do not close the tab and check the URL bar carefully. You will find the code value as shown in the exhibit below.
5. **Copy** and **save** the code grant value from the URL bar. ***Perform the next step of generating refresh token within 60 seconds after generating the above code.***

![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/9(4).png)
6. We will also require an **Authorization key**which needs to be generated using the integration key and secret by executing the following code in any JavaScript console. You can use the [following](https://onecompiler.com/javascript) online compiler as well.

```plaintext
var encodedString = btoa('<integration key>:<secret key>');
console.log(encodedString);
```

![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/10(4).png)
7. Finally, run the below command to get the **Refresh Token**. **Copy** and **save** the Refresh Token to be used while configuring DocuSign in SAFE.
8. It's important to regularly update the Token in SAFE according to its expiration date.

```actionscript
curl --location 'https://account-d.docusign.com/oauth/token' \
     --header 'Authorization: Basic {Autorization key}' \
     --header 'Content-Type: application/x-www-form-urlencoded' \
     --data-urlencode 'code={Code Grant Value}' \
     --data-urlencode 'grant_type=authorization_code'
```

![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/11(3).png)

### Get **Account ID**

1. Follow the [URL](https://developers.docusign.com/) and click on the Developer Account button on the top-right to log in to the DocuSign developer account.

![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/12(2).png)
2. Upon login, click on the profile icon and select “**My Apps and Keys**”.

![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/13(2).png)
3. **Copy** and **save** the **Account ID** from the left navigation panel for configuring DocuSign on SAFE. ![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/14(2).png)

### Get **API URL**

1. Access the DocuSign API documentation by clicking on the provided [link](https://developers.docusign.com/platform/auth/authcode/authcode-get-token/).
2. Upon reaching the DocuSign API documentation page, locate the section titled "**Request the authorization code**".
3. In the exhibit provided, find the base URL highlighted as 3. **Copy** and **save** this *API Base URL* to use it while configuring DocuSign in SAFE.

![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/15(2).png)

## Configure DocuSign in SAFE

1. Log in to your SAFE account as **Admin**.
2. Click on the **Integrations**.
3. Click the + icon, search for the DocuSign card, and click it.
4. Enter the following details:
  - API URL
  - Account ID
  - Integration Key
  - Secret Key
  - Refresh Token
5. Enter the Auto Sync frequency.
6. Click on the Test Connection button.
7. Once the connection is successful, click on the Save button.
8. Once the configuration is saved successfully, click on the **Sync** **Now** button to trigger an on-demand sync.
9. Upon a successful sync, the system pulls the DocuSign assets and their findings into SAFE. You can track the sync status in the **History** table.

## View Results

1. Go to the integration homepage.
2. Scroll to find the DocuSign integration card or search for DocuSign in the search bar.
3. Click on the Bitbucket integration card for **Finding View** and **Asset View**.
  - **Finding View:** This tab displays all the findings details pulled from DocuSign.
  - **Asset View**: This tab displays all the assets pulled from DocuSign.

## History

Learn More about Integration History [here](https://docs.safe.security/safe-4/docs/integration-history).

## SAFE's Outgoing IP Addresses

Click [here](https://docs.safe.security/safe-4/docs/safes-outgoing-ip-addresses) 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.