DocuSign Service Connection

   Journey Manager (JM) Previously known as Transact Manager (TM). |   System Manager / DevOps |  5.1 & Higher This feature is related to 5.1 and higher.

Manager allows you to create and configure a DocuSignDocuSign is the leader in eSignature transaction management. The Journey platform uses this solution to speed the rate at which all digital documents are completed, signed, and returned. service connection to use it in a service that uses electronic exchanges of contracts and signed documents.

To configure a service connection:

  1. Select Services > Service Connections.
  2. Locate a DocuSign service connection or click New to create a new service connection.
  3. Provide a unique service connection name in the Name field.
  4. Select the DocuSign type from the Type dropdown list.
  5. Enter the DocuSign Server URL as a URL to the DocuSign service.
  6. Provide the DocuSign Username to log in on to the service.
  7. Provide the DocuSign Password.
  8. Confirm the password in the Confirm DocuSign Password field.
  9. Enter the DocuSign Account Id, which identifies a DocuSign account.
  10. Provide the DocuSign Integrator Key, also known as an API key, is a unique GUIDA GUID (global unique identifier) is a term for a number that its programming generates to create a unique identity for an entity such as a Word document. GUIDs are widely used in Microsoft products to identify interfaces, replica sets, records, and other objects. used to identify your API integration. An integrator key is required to authenticate your API calls with DocuSign..
  11. Enter the Data File Name.
  12. Click Data File to upload a data file, if it's required for this service connection.
  13. Click Save to update the changes.

Next, learn about other service connection types.