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Integrating Docusign

Capabilities​

DataGrail's Docusign integration provides the following capabilities:

ProductCapability
Request Manager
Request TypesAccess, Deletion
Identifier CategoriesEmail

Before You Start​

To successfully configure this integration, please ensure you have sufficient privileges:

  • DataGrail User Role: Super Admin, Connections Manager
  • Docusign User Role: Admin

Get DocuSign Account ID​

  1. Log in to Docusign.
  2. In the top left, select the menu icon.
  3. Select eSignature.
  4. Select Settings from the top menu.
  5. Under Integrations, select Apps and Keys.
  6. Copy the API Account ID and store it in a secure, temporary location.

Connect to DataGrail​

  1. Navigate back to DataGrail.
  2. Enter the API Account ID, and select the Account Type.
  3. Select Login to Configure.
  4. Log in to Docusign if prompted and authorize the necessary permissions to DataGrail:
Required OAuth Scopes
  • openid
  • signature
  • impersonation
  • extended

Next Steps​

Now that you've successfully connected the integration, check out the following resources:

Troubleshooting​

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details​

The Docusign integration uses the eSignature REST API v2.1:
Access TypeSynchronous
Deletion TypeSynchronous
Rate Limiting- 800 requests / hour
- 23,500 requests / day

API Documentation​

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.

 

Need help?
If you have any questions, please reach out to your dedicated CSM or contact us at support@datagrail.io.

Disclaimer: The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material.