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DocuSign

Version 23.4.8843

DocuSign

You can use the DocuSign connector from the CData Sync application to capture data from DocuSign and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from DocuSign, you first must establish a connection to DocuSign. Follow these steps to connect DocuSign to your Sync account:

  1. Open the Connections page of the Sync dashboard.

  2. Click Add Connection to open the Select Connectors page.

  3. Click the Sources tab and locate the DocuSign row.

  4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

  5. Enter connection settings on the Settings tab:

    • Connection Name - Enter a connection name of your choice.

    • OAuth Client Id - Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.

    • OAuth Client Secret - Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

  6. Click Connect to DocuSign to connect to your Jira account.

  7. Click Create & Test to create the connection.

  8. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and DocuSign, see DocuSign Connector for CData Sync.