Docusign

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What’s Supported

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Supported Actions

This connector supports:

• Proxy Actions, using the base URL https://{{.server}}.docusign.net.

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Before You Get Started

To integrate with DocuSign, you will need a DocuSign Developer Account. This account allows you to create and test your app in an isolated environment. Once your account is created, you’ll need to create an app in DocuSign, configure the necessary settings, and obtain the following credentials from your app:

• Integration Key (Client ID)
• Secret Key
• Scopes

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Create a DocuSign Developer Account

Here’s how you can sign up for a DocuSign Developer account:

• Go to the DocuSign Developer Center.
• Click on Developer Account at the top of the page, then choose Create Account.
• Sign up using your preferred method.

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Creating a DocuSign App

Follow the steps below to create a DocuSign app and obtain the necessary keys.

1. Log in to your DocuSign Developer account.
2. Click on your profile icon, and select Apps and Keys.
3. Navigate to Apps and Keys under My Apps.
4. Click Add App and Integration Key.
5. Enter App Name and click Create.
6. Uncheck the Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows checkbox.
7. Click Add Secret Key.

🗒️ Please note down your Integration Key and Secret Key as you will need these keys to connect your DocuSign app with Ampersand.

8. In the Additional Settings section, click Add URI and enter the Ampersand Redirect URI: https://api.withampersand.com/callbacks/v1/oauth.

9. Click Save.

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Connecting Your Docusign Developer App to Ampersand

Follow the steps below to connect you Docusign Developer App to Ampersand:

1. Log in to your Ampersand Dashboard.

2. Select the project where you want to create an Docusign integration.

3. Select Provider apps.

4. Select Docusign Developer from the Provider list.

5. Enter the previously obtained Integration Key in the Client ID field and the Client Secret in the Client Secret field.

6. Enter the scopes for your app. Go to Scopes for more details on the authentication scopes.

7. Click Save changes.

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Connecting Your Docusign Production App to Ampersand

When you’re ready to launch your app in a production environment, you need to promote your integration key from your developer account to a production DocuSign account. Refer to the Go Live documentation to learn how to launch your app in the production environment.

With this, you’ll be able to successfully create, test, and promote your DocuSign app to a production environment.

Once you application is promoted to a production environment, follow the steps below to connect your Docusign Production App to Ampersand:

1. Log in to your Ampersand Dashboard.

2. Select the project where you want to create an Docusign integration.

3. Select Provider apps.

4. Select Docusign from the Provider list.

5. Enter the previously obtained Integration Key in the Client ID field and the Client Secret in the Client Secret field.

6. Enter the scopes for your app. Go to Scopes for more details on the authentication scopes.

7. Click Save changes.