Brief Overview

DocuSign is an American company that allows organizations to manage electronic agreements, by connecting and automating the entire agreement process. DocuSign offers eSignatures, a way to electronically sign documents.

Learn more about DocuSign. 

Security Overview

Read more about the menu's integration security and Enterprise Search.

Use Cases

This menu integration comes with the enterprise search capabilities and a homepage widget. In both we will display “envelopes”. An envelope is a DocuSign transaction.

The widget provides the following:

View envelopes in two states

1. Action required - envelopes waiting for my signature
2. Waiting for others - envelopes waiting for others to sign

View a list of people who haven't sign yet and send a reminder 

Configure an App in DocuSign for Desktop Menu Integration

1. Sign in to DocuSign
2. Click Admin in the top navigation
3. In the left sidebar, under INTEGRATIONS, click Apps and Keys
4. On the Apps and Keys screen, locate the Apps and Integration Keys section. This lists your existing OAuth apps
5. Find the app you want to edit, click its Actions dropdown, and select Edit
6. On the app's edit screen, scroll down to the Additional Settings section. This is where you'll add redirect URIs
7. Click Add URI and enter the redirect URI. Add each of the following URIs relevant to your organization:
   1. US:https://webhooks-global.prod.ipaas.walkme.com/api/connector-auth-callback/oauth
   2. EU:https://webhooks-global.eu-prod.ipaas.walkme.com/api/connector-auth-callback/oauth
   3. SAP US: https://webhooks-global-us01-ipaas.walkme.cloud.sap/api/connector-auth-callback/oauth
   4. SAP EU: https://webhooks-global-eu01-ipaas.walkme.cloud.sap/api/connector-auth-callback/oauth

8. Scroll down and click Save

Configure Docusign on WalkMe Console

1. Navigate to the Menu Integrations page in the console
2. Search for Docusign
3. Click Enable
4.  Navigate to the Settings page in the desktop menu. Docusign will appear in the Integrations tab
5. Click Connect