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DocuSign Connection

DocuSign on Connect iPaaS uses OAuth authorization. By linking your DocuSign account with Connect iPaaS, you can authorize RoboMQ specific users to have a delegated access on your behalf. RoboMQ needs the following permissions on your account to provide a seamless integration experience:

Object Permission
Envelopes Create and Send

DocuSign permission

Figure 1. RoboMQ requesting permission to access you DocuSign account

You can read more about Authentication and authorization in DocuSign here.

We at RoboMQ pay utmost attention to keep your account secure. See our Security and Privacy Policy to learn more about how RoboMQ handles your account access.

Creating a Connection

  1. Enter the name for your connection, the default name is Connection-OAuth.
  2. Select whether your account is a sandbox account (typically used for testing and development) or not. Then click on the link account button. Read this to know more about sandbox account in DocuSign.

    DocuSign OAuth2.0 Connection

    Figure 2. Authentication for DocuSign Application on RoboMQ Connect

  3. You will be redirected to the DocuSign Sign In screen where you have to enter your registered email address with DocuSign. When you click 'Continue', the next screen will ask for your password.

    DocuSign Authorization

    Figure 3. DocuSign Authorization

After you complete these three steps, you are authorizing RoboMQ to access your DocuSign account.