DocuSign
DocuSign automates manual and paper-based processes and enables users to manage authentication, digital signature, forms and data collection, collaboration, and workflow automation and storage.
Important:Note the following current SaaS Management integration limitations with DocuSign:
| • | The DocuSign integration setup supports only a production/live account. |
| • | For organizations with multiple accounts configured in DocuSign, SaaS Management does not show the relationship of the licenses and users to each account. |
The following sections describe the DocuSign integration with SaaS Management in further detail.
| • | Stored DocuSign Information |
| • | Required Minimum Permissions for DocuSign |
| • | DocuSign Authentication Method |
| • | Required DocuSign Credentials |
| • | DocuSign License Types |
| • | Integrating DocuSign With SaaS Management |
| • | Auto-Populated DocuSign License Information |
| • | Managing Available DocuSign Licenses |
| • | DocuSign API Endpoints |
The following table describes the available integration tasks and stored data within SaaS Management.
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Available Integration Tasks |
Information Stored |
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Application Roster |
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License Differentiation |
See DocuSign License Types and Tracking Application Activity by License Type for License Differentiation. |
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License Information |
Note:Consider the following:
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Note:The information stored is subject to change as enhancements are made to the SaaS application.
Required Minimum Permissions for DocuSign
The minimum API required permissions are based on the Required Scopes for DocuSign and the Required DocuSign User Permission Profile .
|
Scope |
Description |
Integration Task Name |
|
Extended |
Used when requesting an access token. |
Required for authorization |
|
Signature |
Required to call API endpoints for eSignature. |
Application Roster License Information |
Required DocuSign User Permission Profile
|
User Permission Profile |
Description |
Integration Task Name |
|
DS Admin (Administrator) |
Required to authorize the Required Scopes for DocuSign . |
Application Roster License Information |
DocuSign Authentication Method
The required authentication method is OAuth 2.0 With Authorize Flow. For more information, see DocuSign’s documentation topic, How to Get an Access Token With Authorization Code Grant.
The following credentials are required:
| • | Username |
| • | Password. |
Note:Username and Password are required only for authorizing the application. They are not stored in SaaS Management.
Your organization’s DocuSign plan can have multiple users in a single account based on the subscribed plan and pricing. All users fall under the same plan and pricing of the parent account.
Following are the available DocuSign plans to date:
| • | eSignature Plans and Pricing |
| • | Personal |
| • | Standard |
| • | Business Pro |
| • | Developer Plans and Pricing |
| • | Real Estate Plans and Pricing |
Integrating DocuSign With SaaS Management
Complete the following steps to integrate DocuSign with SaaS Management.
To integrate DocuSign with SaaS Management:
| 1. | Add the DocuSign application in SaaS Management. For more information, see Adding an Application. |
| 2. | After clicking Authorize, you will be directed to the DocuSign login portal. |
| 3. | Enter the DocuSign Username and Password of the Administrator user and click Accept to authorize the required permissions for calling the APIs used in the Integration. |
For further information on managing and optimizing your organization’s DocuSign licenses, see:
| • | Auto-Populated DocuSign License Information |
| • | Managing Available DocuSign Licenses |
| • | Tracking Application Activity by License Type for License Differentiation. |
Auto-Populated DocuSign License Information
The SaaS Management integration with DocuSign offers a License Information integration task that automatically retrieves every 24 hours the name of the DocuSign plan, license type, and total allowed number of licenses. This auto-populated DocuSign license information provides a more complete view of your DocuSign SaaS entitlements and component usage by displaying assigned entitlements.
Important:If you enable the License Information integration task, you need to enter and keep up to date the following Licenses Tab information. The License Information integration task does not pull in this information. The SaaS application’s annual spend calculation relies on entered and accurate license effective and expiration dates.
| • | Effective Date |
| • | Expiration Date |
| • | Cost |
| • | Currency |
| • | Payment Frequency |
To auto-populate DocuSign license information, see Auto-Populated Managed SaaS Application License Information. When the License Information integration task is enabled, the License type, Name, and Provisioned fields in the DocuSign Licenses tab are disabled as this information is automatically populated. The active and inactive ingested license data from DocuSign can be compared against your DocuSign Billing.
Managing Available DocuSign Licenses
After the License Information integration task for Auto-Populated DocuSign License Information is enabled, you can add or remove the DocuSign product licenses you wish to manage within SaaS Management. To manage available DocuSign licenses, see Managing Available SaaS Application Licenses.
Application Roster
| • | https://account.docusign.com/oauth/userinfo (Use this API endpoint to obtain the base URL and account ID, which are used for the following API endpoint) |
| • | https://<<base_url>>/restapi/v2/accounts/<<account_Id>>/users |
License Information
https://<<base_url>>/restapi/v2/accounts/<<account_Id>>/billing_plan