TDV Adapter for DocuSign

Build 21.0.8137

Custom Credentials

When to Use a Custom OAuth App

Creating a custom OAuth app is required in order to connect.

Desktop Authentication with a Custom OAuth App

Follow the steps below to authenticate with the credentials for a custom OAuth app. See Creating a Custom OAuth App.

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

  • OAuthClientId: Set this to the Integrator Key assigned when you registered your app.
  • OAuthClientSecret: Set this to the Secret Key assigned when you registered your app.
  • CallbackURL: Set this to the redirect URI defined when you registered your app.
  • UseSandbox: This is false by default. Set to true if you are using sandbox account.
  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
When you connect the adapter opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The adapter then completes the OAuth process:
  1. Extracts the access token from the callback URL and authenticates requests.
  2. Refreshes the access token when it expires.
  3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

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Build 21.0.8137