E-signature

DocuSign

Send DocuSign envelopes from Atlas, track signing status, and attach the completion certificate to the deal record.

AuthJWTUpdatesReal-timeAvailable

What this connector does

Send DocuSign envelopes from Atlas with prefilled recipients and routing order.
Track signer status as a live timeline on the Atlas agreement.
Attach the completion certificate to the related Atlas record.
Listen for envelope events with signed Connect callbacks.

Before you begin

You are a DocuSign account admin.
Your account has API access enabled.
You have a developer (demo) account for first validation.

Get your credentials

Open the DocuSign Developer Center

Create an app under My Apps and Keys

Open Settings, Apps and Keys, Add App and Integration Key. Name it Atlas Connector.

Set the redirect URI

Add https://YOUR-ATLAS-HOST/oauth/callback/docusign to Redirect URIs and save.

Generate an RSA keypair

Add an RSA keypair and download the private key. Atlas uses JWT auth, so the private key must stay server side.

Copy the integration key and account id

Copy Integration Key, API Account ID, and User ID into the Atlas DocuSign connector settings page. Paste the private key into the encrypted secret field.

Required scopes and permissions

Signaturesignature

Impersonation (for JWT)impersonation

Extendedextended

Setup checklist

Create the provider app in a sandbox or development workspace.
Add the Atlas redirect URL to the provider app configuration.
Copy the client id, client secret, or API key.
Paste the credentials into the Atlas connector settings page.
Click Connect and complete the provider sign-in screen.
Run Test connection from the connector page to verify health.

Troubleshooting

consent_required
JWT auth needs one-time admin consent. Visit account.docusign.com/oauth/auth with the impersonation scope to grant consent.
INVALID_REDIRECT_URI
Add the Atlas callback URL exactly as advertised, including https.
PARTNER_AUTHENTICATION_FAILED
The integration key is from a different environment than the account id. Demo keys do not work with production accounts.

Webhooks

Atlas registers DocuSign Connect listeners per envelope. Each callback is HMAC-signed and validated.

Events Atlas listens for

Envelope sent
Envelope delivered
Recipient completed
Envelope completed
Envelope declined

Provider docs: https://developers.docusign.com/platform/webhooks/connect/

Disconnect and data deletion

Click Disconnect on the Atlas DocuSign connector page.
Open Apps and Keys in DocuSign and delete the Atlas Connector RSA keypair.
Atlas stops sending envelopes immediately on disconnect.

Once you have the credentials above, paste them into the live connector page to finish connecting DocuSign.

Open the DocuSign connector page