Tableau Connector for DocuSign

Build 24.0.9060

Data Model

Overview

This section shows the available API objects and provides more information on executing SQL to DocuSign APIs.

Key Features

  • The connector models DocuSign entities like documents, folders, and groups as relational views, allowing you to write SQL to query DocuSign data.
  • Stored procedures allow you to execute operations to DocuSign, including retrieving the access token and keeping it refreshed in OAuth 2.0.
  • Live connectivity to these objects means any changes to your DocuSign account are immediately reflected when using the connector.

Views

Views describes the available views. Views are statically defined to model Accounts, Documents, Folders, and more.

Stored Procedures

Stored Procedures are function-like interfaces to DocuSign. Stored procedures allow you to execute operations to DocuSign, including downloading documents and moving envelopes.

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Build 24.0.9060