Docusign
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Overview
The Docusign connector lets you scan your Docusign documents in your Docusign account. Because this connector is created with read-only access, it can read content but cannot be used to create or take action on it. Therefore, the connector should not be used for governance policies that require taking action against content (e.g., deleting, moving).
Creating a Connection
Expand the Manage section in the left navigation menu.
Click Connections.
Click Add connection.
Select Docusign as the platform on the Add connection modal.
Enter the connection information. Reference the table below for details about each field.
Click Sign in with Docusign.
You will be prompted to provide the email address and password for the account you are using to create the connection. (If multi-factor verification is set up for your Docusign account, you will be required to complete additional verification steps as well.)
You will see a green "Connected” message at the bottom of the modal when DryvIQ establishes a connection. (If the connection fails, verify the information you entered.)
Click Done to finish creating the connection.
Add Connection Modal for Docusign
Field | Description | Required |
|---|---|---|
Display as | Enter the display name for the connection. If you create multiple connections, ensure the name clearly identifies each connection. The name displays in the application, and you can use it to search for the connection and filter lists. | Optional |
Platform API Credentials | Required | |
Use the system default client credentials | Select this option to use the default DryvIQ client application. |
|
Use custom client credentials | Select this option to use custom client credentials provided by your administrator. When selected, two additional fields will be available to enter the credentials. |
|
Client ID | This field displays only when you select Use custom client credentials. This is the client ID required to connect to the Docusign account. This value will be provided by your administrator. | Optional |
Client Secret | This field displays only when you select Use custom client credentials. This is the client secret required to connect to the Docusign account. This value will be provided by your administrator. | Optional |
Features and Limitations
Docusign File Size Reporting
Docusign does not track file size and provide it as part of its API. Therefore, DryvIQ cannot report on the content size for Docusign. When viewing reports in DryvIQ, the content size will be reported as 0 B.