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DocuSignE-signature

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

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

1

Open the DocuSign Developer Center

Sign in with the admin account. developers.docusign.com

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2

Create an app under My Apps and Keys

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

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3

Set the redirect URI

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

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4

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.

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5

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.

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Required scopes and permissions

Signaturesignature
Impersonation (for JWT)impersonation
Extendedextended

Setup checklist

  1. Create the provider app in a sandbox or development workspace.
  2. Add the Atlas redirect URL to the provider app configuration.
  3. Copy the client id, client secret, or API key.
  4. Paste the credentials into the Atlas connector settings page.
  5. Click Connect and complete the provider sign-in screen.
  6. 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

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

Ready to connect DocuSign?

Paste the credentials you copied above into the live connector page.

Open the connector page