DocuSign integration updates
Note:This enhancement is available with SaaS Management.
The following sections were updated in the DocuSign integration instructions.
| • | Information stored |
| • | Minimum permissions required |
| • | Authentication method |
| • | Credentials required |
| • | Integrating DocuSign with SaaS Management |
| • | API endpoints |
For the Application Access integration task, the Event Type (Template Events) and Template Events (Template ID, Last Modified, Template Name) fields were removed and replaced with the User ID field.
The Minimum Permissions Required section was updated to clarify the minimum API required permissions based on the DocuSign scopes required and the user permission profile.
The authentication method for integrating DocuSign with SaaS Management is OAuth2 with Authorize flow. For details, refer to DocuSign’s documentation: How to get an access token with Authorization Code Grant.
The following note was added.
Note:Username and Password are required only for authorizing the application. These values are not stored in SaaS Management.
Integrating DocuSign with SaaS Management
Steps 2 and 3 were updated with the following text.
Step 2: After clicking Authorize, you will be directed to the DocuSign login portal.
Step 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.
The Template Event endpoint was removed. The following Application Roster and Application Access API endpoint was added to obtain the base URL and account ID: https://account.docusign.com/oauth/userinfo