Configure the CDATA External Integration for DocuSign

Configure credentials to connect to the CDATA External Integration for DocuSign.

Permission Required

Your user account or group membership must have the "Settings: Update Settings" permission to edit External Integrations unless your user account has the Make this user a Super Admin setting selected.

See the Settings permissions or ask your Administrator for assistance.

Configure to Connect to the DocuSign Server

Before proceeding, ensure that you have the client ID and client secret from your registered DocuSign driver.

Follow these steps to connect to the DocuSign server:

  1. View your CDATA External Integrations. The External Integrations tab displays.

  2. In the Client ID setting, enter the client ID from your registered DocuSign driver. If testing DocuSign to get the client ID, see Enable OAuth for Connect.

  3. In the Client Secret setting, enter the client secret from your registered DocuSign driver. If testing DocuSign to get client secret, see Enable OAuth for Connect.

  4. Enable Use Sandbox if you are using a sandbox account.

  5. Click Authorize. If authorization is successful, the External Integrations page lists DocuSign as authorized.

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