TDV Adapter for DocuSign

Build 21.0.8137

Basic Tab

Important connection properties

UseSandbox indicates whether current user account is sandbox or not. This is false by default. Set to true if you have sandbox account.

AccountId is an optional connection property. It will be set automatically after the authentication succeeds. You can alternatively manually set it in the connection string if you have access to multiple Account Ids. In order to retrieve account ids, query the UserInfo view.

Authenticating to DocuSign

DocuSign uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See Using OAuth Authentication for an authentication guide.

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Build 21.0.8137