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A newer version of this connector is available. This version of the connector is no longer available for installation. If you’re setting up a Docusign connector with C1 for the first time, use the v2 version.

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Capabilities

ResourceSyncProvision
Accounts
Groups
Signing groups
Permission profiles

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Configure the Docusign connector

To complete this task, you’ll need the Connector Administrator or Super Administrator role in C1.
Follow these instructions to use a built-in, no-code connector hosted by C1.
1
In C1, navigate to Integrations > Connectors and click Add connector.
2
Search for Docusign and click Add.
3
Choose how to set up the new Docusign connector:
  • Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with C1)
  • Add the connector to a managed app (select from the list of existing managed apps)
  • Create a new managed app
4
Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of C1 users. Setting multiple owners is allowed.If you choose someone else, C1 will notify the new connector owner by email that their help is needed to complete the setup process.
5
Click Next.
6
Find the Settings area of the page and click Edit.
7
Optional. If you have more than one Docusign account, add the Docusign API Account ID so that the integration is set up to pull the correct data. If you do not specify an account ID, C1 will use the default account for the user (that’s likely you!) who logs into Docusign with Oauth in the next step. To add an account ID:
  • In Docusign Admin, navigate to the Apps and Keys page.
  • Click to copy the API Account ID for the account you wish to integrate.
  • Return to C1. In the Settings area of the page, click Edit.
  • Paste the API Account ID into the Account ID field.
  • Click Save.
8
Click Login with OAuth.
9
Log in and authorize C1 with your Docusign instance.
10
After authorizing, you’ll be redirected back to the C1 integrations page, where an “Authorized as” message is now printed.
11
Click Save.
12
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.
That’s it! Your Docusign connector is now pulling access data into C1.