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    DocuSign logo

    E-signature

    DocuSign

    Connect DocuSign to send envelopes from templates, create drafts, track who has signed, and void or resend envelopes from Atlas.

    AuthOAuth 2.0UpdatesReal-timeAvailable

    What this connector does

    • Send an envelope from a DocuSign template with the recipients filled in, or create a draft envelope without sending it.
    • List envelopes and read one, with its recipients, their signing status, and its documents.
    • Void an envelope with a reason, or resend it to the people it is waiting on.
    • Check each signed Connect notification and record it in the connector activity log and the Atlas inbox. Atlas does not yet change other records from them.

    Before you begin

    • You are an owner or administrator of your Atlas workspace.
    • You can sign in to your DocuSign account and approve access for Atlas.
    • Atlas looks after the DocuSign app on its side, so there is nothing for you to create or copy.

    How to connect

    1

    Open DocuSign in Integrations

    In Atlas, open Integrations and select DocuSign.

    2

    Press Connect

    Atlas sends you to DocuSign to sign in. Sign in with the account you want to connect.

    3

    Approve access

    Review the permissions that DocuSign lists and approve them. Atlas returns you to the connector page, which then shows the connection.

    4

    Check the connection

    Select Test connection on the connector page. A passing result means Atlas can read from DocuSign.

    Permissions Atlas asks for

    Signaturesignature
    Extendedextended

    Setup checklist

    1. Confirm you are an owner or administrator of your Atlas workspace.
    2. Open Integrations and select the connector.
    3. Press Connect and sign in to DocuSign.
    4. Review the permissions that DocuSign lists and approve them.
    5. Select Test connection and read the result.

    Troubleshooting

    • consent_required

      The person signing in has not yet allowed the permissions Atlas asked for. Sign in again and accept the consent screen, or ask an account administrator to grant consent for the app.

    • Connect says DocuSign is not available yet

      Atlas has not enabled DocuSign for this deployment, so there is nothing for you to configure. Check again later.

    • The sign-in was cancelled

      If you close the DocuSign screen or choose Cancel, Atlas does not connect. Press Connect again and approve the access.

    • Atlas asks you to reconnect

      DocuSign can end a connection when access is revoked or a password changes. Press Reconnect on the connector page and approve the access again.

    Event notifications

    Atlas checks the signature of each Connect notification that DocuSign sends to Atlas and records the event in the connector activity log and the Atlas inbox. Atlas does not set up Connect for you, and it does not yet change an agreement or attach a certificate from a notification.

    Events Atlas listens for

    • Any Connect event you configure, recorded under its event name

    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 remove the secret key of the Atlas Connector app, or delete the app.
    3. Atlas stops sending envelopes immediately on disconnect.

    When you are ready, open the live connector page and press Connect to finish connecting DocuSign.

    Open the DocuSign connector page
    About this page

    On this page

    • What this connector does
    • Before you begin
    • How to connect
    • Permissions Atlas asks for
    • Setup checklist
    • Troubleshooting
    • Event notifications
    • Disconnect and data deletion

    Next steps

    • Open the DocuSign connector page
    • All connector guides
    • Verifying webhook signatures