New DocuSign Access Token

Configures a new access token for DocuSign.



How to Start

  1. On the Organizer, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Digital Signature tab.
      2. On the Digital Signature tab, drag the activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Next.
  4. On the Digital Signature field, click Add Token .

Fields

Field Name Definition

Access Token Name

Function:
Specifies the unique name for your connection to DocuSign.
Accepted Values:
A text string that can include letters, numbers, and spaces
Default Value:
None

Account E-mail

Function:
Specifies an e-mail address for your DocuSign account.
Accepted Values:
A valid e-mail address.
Default Value:
None

Password

Function:
Specifies the password for your DocuSign account.
Accepted Values:
One line of text with no spaces.
Default Value:
None

Server URL

Function:
Specifies the DocuSign server URL.
Accepted Values:
A valid DocuSign server URL.
Default Value:
None
Example:
https://demo.docusign.net

Integrator Key

Function:
Specifies a unique integrator key from DocuSign for authentication.
Accepted Values:
A valid integrator key.
Default Value:
None

Description

Function:
A description for your access token.
Accepted Values:
More than one line of text.
Default Value:
None

Get OAuth2 Access Token

Function:
Sends a request to the DocuSign application service to get the access token.

OAuth2 Access Token

Function:
Specifies an access token, or code, supplied by DocuSign.
Accepted Values:
A valid access token

This value is completed by DocuSign.

Default Value:
An unique access token.

Encrypt

Function:
Holds the access token in the AgilePoint database as encrypted data.
Accepted Values:
  • Deselected - The access token is in plain text in the database.
  • Selected - The access token is encrypted in the database.
Default Value:
Deselected

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