DocuSign
The DocuSign connector for Elimity Insights fetches users, groups and permission profiles for a DocuSign organization so you can keep in control of your environment. Follow the instructions below to set up the connector for your environment.
1. Creating a dedicated user in DocuSign
As usual, we recommend creating a dedicated user for this connector. Make sure this user is an organization admin for the organizations you want to import. Elimity Insights will only request read-only access via this user, which we'll set up in the next step.
2. Delegate read-only access to the Elimity Insights app
Having set up the dedicated user in DocuSign, now we can delegate read-only access to the Elimity Insights app by visiting https://docusign.gateways.elimity.com/login and logging in with the new user. After granting the requested access your browser should download a credential.json file, which you'll need to configure the source in Elimity Insights.
3. Creating a source in Elimity Insights
In Elimity Insights you can now create a new DocuSign source providing the following configuration options:
Credential
Credential file you downloaded in step 2.
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