Docusign

Overview

Docusign is a digital transaction management service that provides electronic signature technology, allowing users to sign, send, and manage documents securely online. It streamlines the agreement process, making it faster and more efficient by eliminating the need for physical paperwork and in-person signing.

Docusign integration provides real-time insights into Docusign activities, such as envelope usage, template management, account events, and alerts generated by users.

Setup

Configuration

Prerequisites

• Docusign Developer Account, Account Type, Docusign Account Name, UserID, Integration Key, RSA Private Key (Refer to the steps below)
• A Docusign account with a plan that includes Docusign Monitor

Set up your account

For first-time setup:

1. Go to the Developer Center and select Developer Account.
2. Choose Create Account. For first-time setup, the Account Type will be Developer.
3. Navigate to the Developer Admin Console.
4. Under the Account section, click Account Profile .
5. From the Account Name section, copy the Docusign account name.
6. Under the Integrations section, select Apps and Keys.
7. From the My Account Information section, copy the User ID.
8. Click Add App and Integration Key.
9. Provide an app name and create the app.
10. Copy the generated Integration Key, under the General Info section.
11. Scroll to the Service Integration section, and click on Generate RSA.
12. Copy only the RSA Private Key to a safe location (it won't be displayed again).
13. In the Additional settings section, under Redirect URIs, click "Add URI."
14. Add the URI http://localhost/, and click Save.

For production account setup:

1. Ensure you have completed the go-live steps.
2. For the production account setup, the Account Type will be Production.
3. Navigate to the Admin Console.
4. Under the Account section, click Account Profile.
5. From the Account Name section, copy the Docusign account name.
6. Under the Integrations section, select Apps and Keys.
7. Select the app that has been duplicated from your developer account.
8. Under the General Info section, find and copy the generated Integration Key.
9. Scroll to the Service Integration section, and click Generate RSA.
10. Copy only the RSA Private Key to a safe location (it won't be displayed again).
11. In the Additional settings section, under Redirect URIs, click "Add URI."
12. Add the URI http://localhost/, and click Save.

Obtain JWT consent

1. Construct your consent URI::
   • Syntax:<BASE_URI>/oauth/auth?response_type=code&scope=signature impersonation organization_read&client_id=<YOUR_INTEGRATION_KEY>&redirect_uri=<YOUR_REDIRECT_URI>
     • Replace <BASE_URI>with:
       1. https://account-d.docusign.com for a developer account.
       2. https://account.docusign.com for production account.
     • Replace <YOUR_INTEGRATION_KEY> with your Integration Key (Client ID).
     • Replace <YOUR_REDIRECT_URI> with your redirect URI, such as http://localhost/.
2. Open the constructed URI in an embedded browser.
3. The user will be prompted to log in to their Docusign account (if not already logged in) and grant consent for your application to impersonate them with the specified scopes.
4. After consent is granted, Docusign will redirect the user's browser to your specified redirect URI with extra information in the URL, indicating successful consent without needing to use the extra parameters directly.

Note:

• For a localhost URI, the redirect will occur on the same page.
• The impersonated user must be a Docusign administrator or have the Security Reports Administrator permissions profile. For information about permission profiles, see Docusign Administrator Permission Profiles in the Organization Administrators topic.
• To ingest data from a production account, complete the Docusign go-live process. After the go-live process, follow the account setup steps to generate configuration information for your production account.

Configure the Docusign Datadog integration

1. Navigate to Docusign.
2. Add your Docusign credentials.

Docusign Parameters	Description
Account Type	Dropdown to select between different types of Docusign accounts (for example, developer or production)
Docusign Account Name	The name associated with the Docusign account (case sensitive)
User Id	A GUID value that uniquely identifies a Docusign user
Integration Key	A unique GUID that identifies a Docusign integration
RSA Private Key	A cryptographic key for signing JWT tokens for secure API authentication

Data Collected

Logs

The Docusign integration collects logs and forwards them to Datadog.

Metrics

The Docusign integration does not include any metrics.

Events

The Docusign integration does not include any events.

Support

For further assistance, contact Datadog Support.