> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Docusign

export const title_1 = "Docusign";

export const title_0 = "Docusign";

## Prerequisites

Before you can establish a connection with Docusign using the OAuth authentication method, you must create and configure a custom OAuth application.

<Steps>
  <Step>
    In Docusign, navigate to **Settings** > **Integrations** > **Apps and Keys**.
  </Step>

  <Step>
    Click **Add App and Integration Key** and name your application.
  </Step>

  <Step>
    Click **Create App**.
  </Step>

  <Step>
    In **General Info**, note the **Integration Key** field. You need to copy and paste this key into the **OAuthClientId** field in Connect AI.
  </Step>

  <Step>
    In **Authentication** > **Secret Keys**, click **Add Secret Key**. You need to copy and paste this key into the **OAuth Client Secret** field in Connect AI.
  </Step>

  <Step>
    In **Additional Settings** > **Redirect URIs**, click **Add URI**. Enter `https://oauth.cdata.com/oauth/` as the redirect URI.
  </Step>

  <Step>
    (Optional) If you are using JWT authentication, in **Service Integration** > **RSA Keypairs**, click **Generate RSA** to generate an RSA public key and private key. You need to copy and paste the private key into the **OAuth JWT Cert** field in Connect AI.
  </Step>

  <Step>
    (Optional) If you are using JWT authentication, in the **Apps and Keys** home page, note **My Account Information** > **User ID**. You need to copy and paste this key into the **OAuth JWT Subject** field in Connect AI.
  </Step>
</Steps>

Refer to the [Docusign documentation](https://developers.docusign.com/platform/build-integration/) for more details about building a Docusign integration.

## Setup Guide

Follow these steps to connect Docusign to your Connect AI account:

<Steps>
  <Step>
    Open the **Sources** page of the Connect AI navigation menu.
  </Step>

  <Step>
    Click **+ Add Connection** in the upper-right corner.
  </Step>

  <Step>
    Type *Docusign* into the search field, then click the data source name.
  </Step>

  <Step>
    On the **Basic Settings** tab of the new connection, enter a connection name or keep the default name.
  </Step>

  <Step>
    Select an **AuthScheme** and follow the relevant instructions below.
  </Step>
</Steps>

## Authentication Methods

<Tabs>
  <Tab title="OAuth">
    <Steps>
      <Step>
        For **OAuth Client Id**, copy and paste the Docusign integration key you created in the prerequisites.
      </Step>

      <Step>
        For **OAuth Client Secret**, copy and paste the secret key you created in the prerequisites.
      </Step>

      <Step>
        The **Callback URL** is the redirect URI for your OAuth app. On Connect AI, this is `https://oauth.cdata.com/oauth/`.
      </Step>

      <Step>
        Click **Sign in** to connect securely through OAuth. This action opens the Docusign sign-in page in a new tab.
      </Step>

      <Step>
        Log in to your Docusign account and provide the requested permissions (if applicable).
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_0} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>

  <Tab title="OAuthJWT">
    <Steps>
      <Step>
        For **OAuth JWT Cert**, copy and paste the RSA private key you generated in the prerequisites.
      </Step>

      <Step>
        For **OAuth JWT Subject**, copy and paste your Docusign user Id. Retrieve your user Id in Docusign by navigating to **Settings** > **Apps and Keys** > **My Account Information** > **User ID**.
      </Step>

      <Step>
        For **OAuth JWT Issuer**, copy and paste the Docusign integration key you created in the prerequisites.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_1} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## More Information

For more information about interactions between Connect AI and Docusign, see [this information page](https://cdn.cdata.com/help/UCM/cloud/default.htm#default).