DocuSign

Setting Up the Integration

1. Log in to your DocuSign account.

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

   

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

   

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

   

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."

  

Event Settings

• Keep Data Format set to REST v2.1.

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

  

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

  

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

  • Custom Fields

  • Documents

  • PowerForm

  • Document Fields

  • Recipients

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

  

• 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.

   

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

   

4. Click "Save."