DocuSign

Setup Guide

Follow these steps to connect DocuSign to your CData Connect account:

Open the Connections page of the CData Connect dashboard.
Click + Add Connection in the upper-right corner.
Type DocuSign into the search field, then click the data source name.
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
Select an AuthScheme and follow the relevant instructions below.

Enter the OAuth Client Id assigned when you registered your DocuSign account.
Enter the OAuth Client Secret for your DocuSign account.
To use this data source, you must supply a Callback URL when setting up your OAuth app. This is sometimes referred to as a ‘Redirect URL’. On CData Connect, this is marked as https://oauth.cdata.com/oauth/. Use this when you configure your OAuth app on DocuSign.
Click Sign in with Google to connect securely through OAuth. This action opens the DocuSign sign-in page on a new tab.
Log into your DocuSign account.
At the top of the CData Connect Add DocuSign Connection page, click Save & Test.
- If the connection test succeeds, a message indicates that your connection has been created.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

Enter your OAuth JWT Cert. This is a multi-line key in PEM format.
Enter your OAuth JWT Subject. Set this to your User Id.
Enter the OAuth JWT Issuer. Set this to your integration key.
At the top of the CData Connect Add DocuSign Connection page, click Save & Test.
- If the connection test succeeds, a message indicates that your connection has been created.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

For more information about interactions between CData Connect and DocuSign, see this information page.