Capabilities
Configure the Docusign connector
- Cloud-hosted
- Self-hosted
Follow these instructions to use a built-in, no-code connector hosted by C1.Done. Your Docusign connector is now pulling access data into C1.
1
In C1, navigate to Apps > Connectors and click Add connector.
2
Search for Docusign and click Add.
3
Choose where to add the connector: Create a new app, or Add to an existing app (then select the app).If you’re creating a new app, choose whether to link it to an application discovered from your identity provider: select Yes and pick the IdP application, or No to continue with just the connector.
4
Set the connector’s Name and, optionally, a Description.
5
Click the pencil icon next to Owners to choose who can configure and manage this connector.
6
Click Add. The connector is created and its configuration page opens.
7
Find the Settings area of the page and click Edit.
8
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, C1 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 C1. In the Settings area of the page, click Edit.
- Paste the API Account ID into the Account ID field.
- Click Save.
9
Click Login with OAuth.
10
Log in and authorize C1 with your Docusign instance.
11
After authorizing, you’ll be redirected back to the C1 integrations page, where an “Authorized as” message is now printed.
12
Click Save.
13
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.