Capabilities

Available hosting methods

Choose the hosting method that best suits your needs:

Set up a DocuSign cloud-hosted connector

To complete this task, you’ll need the Connector Administrator or Super Administrator role in ConductorOne.

1. In ConductorOne, click Connectors > Add connector.

2. Search for DocuSign and click Add.

3. Choose how to set up the new DocuSign connector:

   • Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)

   • Add the connector to a managed app (select from the list of existing managed apps)

   • Create a new managed app

4. Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.

   If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.

5. Click Next.

6. Find the Settings area of the page and click Edit.

7. Optional. If you have more than one DocuSign account, add the DocuSign API Account ID so that the integration is set up to pull the correct data. If you do not specify an account ID, ConductorOne will use the default account for the user (that’s likely you!) who logs into DocuSign with Oauth in the next step. To add an account ID:

   • In DocuSign Admin, navigate to the Apps and Keys page.
   • Click to copy the API Account ID for the account you wish to integrate.
   • Return to ConductorOne. In the Settings area of the page, click Edit.
   • Paste the API Account ID into the Account ID field.
   • Click Save.

8. Click Login with OAuth.

9. Log in and authorize ConductorOne with your DocuSign instance.

10. After authorizing, you’ll be redirected back to the ConductorOne integrations page, where an “Authorized as” message is now printed.

11. Click Save.

12. The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.

That’s it! Your DocuSign connector is now pulling access data into ConductorOne.

Set up a DocuSign cloud-hosted connector using Terraform

As an alternative to the cloud-hosted setup process described above, you can use Terraform to configure the integration between DocuSign and ConductorOne.

See the ConductorOne DocuSign integration resource page in the ConductorOne Terraform registry for example usage and the full list of required and optional parameters.