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Intro

DocuSign facilitates electronic exchanges of contracts and signed documents. The Domo DocuSign connector integrates with Domo to extract data from the DocuSign API. This connector enables you to retrieve data about envelopes, folders, users, templates, and other DocuSign entities. To learn more about the DocuSign OAuth API, visit their page (https://www.docusign.com/developer-center/documentation ). You can connect to your DocuSign OAuth account in the Data Center. This topic discusses the fields and menus that are specific to the DocuSign OAuth connector user interface. To add DataSets, set update schedules, and edit DataSet information, see Adding a DataSet Using a Data Connector.

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Prerequisites

To connect to your DocuSign OAuth account and create a DataSet, you must have the following:
  • Client ID
  • Client Secret

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Connecting to Your DocuSign OAuth Account

This section enumerates the options in the Credentials and Details panes in the DocuSign OAuth Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in great detail in Adding a DataSet Using a Data Connector.

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Credentials Pane

This pane contains fields for entering credentials to connect to your DocuSign OAuth account. The following table describes what is needed for each field:

Field

Description

Client ID

Enter the Integration key value of DocuSign app.

Client Secret

Enter the client secret key.

Once you have entered valid DocuSign OAuth credentials, you can use the same account any time to create a new DocuSign OAuth DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

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Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the DocuSign OAuth report you want to run. The following reports are available:

Report Name Description

Account Information

Returns information for the selected account.

Account Information Billing Plan

Returns the billing plan information for the selected account.

Brands Profile Information

Returns a list of brand profiles associated with the selected account.

Envelopes

Returns the envelope status changes for all envelopes in the selected account.

Envelopes Audit Events

Returns the audit events for all envelopes in the selected account.

Envelopes Custom Fields

Returns the custom field information for all envelopes in the selected account.

Envelopes Documents

Returns a list of documents associated with all envelopes in the selected account.

Envelopes Notifications

Returns reminder and expiration information for all envelopes in the selected account.

Envelopes Status

Returns the overall status for all envelopes in the selected account.

Folders

Returns a list of folders for the selected account.

Groups

Returns a list of user groups in the selected account.

Permission Profiles

Returns a list of permission profiles for the selected account.

Templates

Returns the list of templates for the selected account.

Unsupported File Types

Returns a list of file types that are not supported for uploads in the selected account.

Users

Return a list of users in the selected account.
Subreport
Filed Name Description
None Returns information about users.
Group Returns information about users enhanced with group data.
Account Select DocuSign account.
Start Days Enter the number of past days for which you want to pull data. Returns the envelopes, whose status has changed in the selected date range..
End Days Enter the number of past days for which you want to stop pulling data. For example, if you want to always get the last week’s data, you should enter 7 for start days, and 0 for end days.
Status Filters envelopes by their current status. You can select as many statuses as you like. Selecting all statuses and selecting no statuses, both provides the same functionality of not filtering by status.

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Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.