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DocuSign connector

Integrations with the applications from which ConductorOne pulls identity data are called connectors.

Overview

DocuSign is a popular document signing solution. DocuSign allows organizations to collaborate on documents, and enables virtual signatures.

Availability

General availability. The DocuSign connector is available to all ConductorOne users.

Capabilities

  • Sync identities from DocuSign to ConductorOne
  • Entitlements Supported:
    • DocuSign Groups
    • DocuSign Signing Groups
    • DocuSign Permission Profiles

Requirements

When connecting to your DocuSign environment, you will need:

  • Super Administrator role in ConductorOne
  • Admin Permission Profile access in DocuSign

Integrate your DocuSign instance

Step 1: Set up the DocuSign connector

  1. In ConductorOne, click Integrations > DocuSign.
  2. If this is your first Azure AD integration, the integration form opens automatically. Otherwise, click Add Connector.
  3. Click Next.

Step 2: Log in with OAuth

  1. Click Login with OAuth.
  2. Log in and authorize ConductorOne with your DocuSign instance.
  3. After authorizing, you’ll be redirected back to the ConductorOne integrations page, where an “Authorized as” message is now printed.

That’s it! Your DocuSign instance is now integrated with ConductorOne.