Docusign integration

Contents


What can you do with a Dado-Docusign integration?

The Dado <> Docusign Integration allows you to generate and send documents for signature via Docusign. You can prepopulate those documents with data Dado holds, to reduce the amount of effort it takes recipients to complete the document.



What data is exchanged between Dado and Docusign?

Docusign data accessible to Dado

Dado connects to Docusign via OAuth. Therefore, Dado's access to Docusign can be controlled by limiting the access of the Docusign user who sets up that OAuth connection.

Dado can view the following information in Docusign:

  • Any document templates the OAuth user can view
  • Any signature requests created by the OAuth user

Dado asks for the following scopes during the OAuth process:

  • signature: to gain access to the eSignature API
  • extended scopes: to be able to get a 30-day refresh token, to maintain access to your Docusign account

Dado data accessible to Docusign

When you set up Docusign signature sub-tasks in Dado, you will have complete control over what data is synced across to Docusign. In practice, the following data is usually sent to Docusign for each signature sub-task:

  • The name and email address of the people designated as signers and recipients
  • Any data you wish Dado to prepopulate into the Docusign document, for instance the signer's name, address, job title, etc


How to set up the Docusign integration

1. Create a Docusign user for Dado to use

We strongly recommend that you create a dedicated user in your Docusign account, to use to connect Docusign to Dado. This gives you the most possible control over what Dado can access in your Docusign account.


A dedicated user is also valuable because the personal information of that user will be displayed on all Docusign notifications and signing pages. So, if Erika Mustermann used her own Docusign account to connect to Dado, all signature requests sent from Dado would appear to come from Erika. This could be confusing for the recipients.


When you set up the dedicated Docusign user:

  • use the email address of the dedicated Microsoft or Google Workspace account set up for your Dado integrations
  • give the Docusign user a name like Acme Inc via Dado
    • All signature requests generated by Dado will be sent under that name
  • either grant the DS Admin permissions profile, or set up a custom permissions profile with the following:
    • Admin Permissions
      • Account Settings
      • Connect
    • User Permissions
      • Allow user to send envelopes
      • Share Templates
      • Allow view and manage envelope rights through API

After the initial set-up of the integration (steps 2 and 3 below), you can lower the permissions level of this user, either:

  • Change from default profile DS Admin to default profile DS Sender
  • If you're using a custom permissions profile, revoke the Admin permissions mentioned above

2. Link Dado to Docusign via OAuth

  • Log into your Dado account and navigate to Settings > Integrations
  • Click on the Docusign card, and then the Set up integration button
  • This will open a window in which you can log in to Docusign. Log in as the user you created in the previous step
  • Now you will see an OAuth permissions screen. Click Allow access

  • You will be redirected to Dado, and see a success message.


3. Set up Docusign Connect

Dado will also need access to Docusign's Connect feature, to be able to monitor when the documents it sends are signed.



In Dado:

  • Navigate to Settings > Integrations
  • Click on the Docusign card and make a note of the following data:
    • Webhook URL
    • Webhook username
    • Webhook password

In Docusign:

  • Naviate to Settings, and scroll down in the left column until you see the Integrations section. In this section, click Connect
  • Click Add configuration, and select Custom from the options offered
  • In the Identifying Name field enter Dado integration
  • In the URL to Publish field, enter the Webhook URL from the previous step
  • Scroll down to the Trigger Events section, and under Envelope and Recipients, select Recipient signed/completed
  • Scroll down to the Integration and Security Settings section, and select the Include basic header auth checkbox
  • Two new fields will appear. Enter the Webhook username and password from the previous step into these fields
  • Also in the Integration and Security Settings section, and select the Enable Mutual TLS checkbox
  • Click the Add configuration button

You have now finished setting up the connection between Dado and Docusign.

If you wish, you can now downgrade the permissions of the new Docusign user. See section 1 above for more details.


4. Set up your Docusign sub-tasks

To start using your integration, set up one or more Docusign sub-tasks in your experiences.


Find out which Docusign account is used by Dado (your Docusign Integration User)

Your Docusign integration is most likely connected to Dado via a dedicated Docusign account made just for the sake of this integration. We call this the Docusign Integration User. In some cases, the Docusign account of one of your Dado Admin users is used instead.


To find out your Docusign integration user:


  • Go to Settings > Integrations
  • Click on the Docusign tile. The Docusign Integration User will be listed in the modal, under 'email'

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