Breadcrumbs

DocuSign

Setting Up the Integration

  1. Log in to your DocuSign account.

  2. Click "Admin" in the top navigation bar.

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  3. In the Left Sidebar, scroll to the bottom and locate the "Integrations Menu." Click "Connect."

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  4. Click "Add Configuration", then select "Custom."

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Listener Settings

  • Set Status to "Active Connection."

  • Enter any value for Name.

  • The URL to Publish will be provided by Docbyte.

  • Check the boxes for "Enable Log" and "Require Acknowledgement."

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Event Settings

  • Keep Data Format set to REST v2.1.

  • Set Event Message Delivery Mode to "Send Individual Messages."

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  • Under Trigger Events, select "Envelope Signed / Completed."

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  • Scroll down to the "Include Data" tab, open it, and select:

    • Custom Fields

    • Documents

    • PowerForm

    • Document Fields

    • Recipients

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  • In Integration and Security Settings, check "Include OAuth."

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  • Click "Add Configuration."

OAuth 2.0 Configuration

  1. After adding the configuration, you'll be redirected to the Connect page.

  2. Click "OAuth 2.0" in the navigation bar.

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  3. Enter the following values (provided by Docbyte): Client ID, Client Secret, Authorization Server URL

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  4. Click "Save."