DocuSign
DocuSign operates a cloud-based electronic signature platform that helps small- and medium-sized businesses, enterprises, and individuals collect information, automate data workflows, and electronic signatures on various devices.
DocuSign automates manual and paper-based processes and allows 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.
| • | Information Stored |
| • | Minimum Permissions Required |
| • | Authentication Method |
| • | Credentials Required |
| • | License Types |
| • | Integrating DocuSign with SaaS Management |
| • | Auto-Populated DocuSign License Information |
| • | Managing Available DocuSign Licenses |
| • | API Endpoints |
The following table describes the available integration tasks and stored data.
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Integration Task |
Information Stored |
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Application Roster |
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Application Access |
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License Differentiation |
See License Types and Tracking Application Activity by License Type for License Differentiation. |
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License Information |
Note:The above license information is retrieved every 24 hours. Therefore, the data in your DocuSign Billing may not match the data in SaaS Management for license information. |
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Reclamation |
For details, refer to Reclaiming SaaS Licenses. |
Note:Note the following:
| • | The information stored is subject to change as enhancements are made to the product. |
| • | Currently due to an API limitation in DocuSign, the SaaS Management integration with DocuSign retrieves the last_login activities only when you directly sign in to the DocuSign portal. When you sign in through a Single Sign-On (SSO) provider, those activities are not captured by DocuSign APIs. To track DocuSign last_login activities through an SSO integration, navigate to the SSO integration’s Integrated Applications Tab and click the DocuSign link in the App Name column. When the DocuSign (Integrated via SSO) screen opens, click the Users tab and filter by the Last Activity column. |
Minimum API required permissions are based on the Scopes Required and User Permission Profile .
|
Scopes Required |
Description |
Integration Task Name |
|
Extended |
Used when requesting an access token |
Required for authorization |
|
Signature |
Required to call API endpoints for eSignature |
Application Roster Application Access License Information Reclamation |
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User Permission Profile |
Description |
Integration Task Name |
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DS Admin (Administrator) |
This permission is required to authorize the above-mentioned scopes. |
Application Roster Application Access License Information Reclamation |
OAuth2 with Authorize flow. For details, refer to DocuSign’s documentation: How to get an access token with Authorization Code Grant.
| • | 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
To integrate DocuSign with SaaS Management, perform the following steps.
To integrate DocuSign with SaaS Management:
| 1. | Add the DocuSign application in SaaS Management. Refer to 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. |
| 4. | For further information on managing and optimizing your organization’s DocuSign licenses, refer to: |
| • | Auto-Populated DocuSign License Information |
| • | Managing Available DocuSign Licenses |
| • | Tracking Application Activity by License Type for License Differentiation |
| • | Reclaiming SaaS Licenses. |
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 |
| • | User’s license activity (based on the user’s last login). |
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 ending dates.
| • | Amount |
| • | Currency |
| • | Payment Frequency |
| • | Effective Date |
| • | Ending Date |
To auto-populate DocuSign license information, refer to Auto-Populated Managed SaaS Application License Information. When the License Information integration task is enabled, the License type, Name, and # of Items Allowed 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
Once 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, refer to Managing Available SaaS Application Licenses.
Application Roster and Application Access
| • | https://account.docusign.com/oauth/userinfo (Use this API endpoint to obtain the base URL and account ID, which are used for the below API endpoint) |
| • | https://<<base_url>>/restapi/v2/accounts/<<account_Id>>/users |
License Information
https://<<base_url>>/restapi/v2/accounts/<<account_Id>>/billing_plan
Reclamation
https://<<base_url>>/restapi/v2/accounts/<<account_Id>>/users