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DocuSign Connector

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=docusign

Intro

DocuSign provides services for facilitating electronic exchanges of contracts and signed documents. Domo's DocuSign connector allows you to speed up transactions and cut costs by retrieving data about DocuSign entities such as users, folders, templates, and so on. To learn more about the DocuSign API, visit their website. (https://www.docusign.com/developer-center/documentation)

The DocuSign connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

You connect to your DocuSign account in the Data Center. This topic discusses the fields and menus that are specific to the DocuSign connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Primary Use Cases

This connector lets you retrieve data for DocuSign users and documents managed using DocuSign.

Primary Metrics

  • Signed/unsigned documents

  • Template documents

  • Rejected document signings

Primary Company Roles

  • Legal

  • HR

  • Sales

  • Realtors

Average Implementation Time

Less than an hour

Ease of Use (on a 1-to-10 scale with 1 being easiest)

2

Best Practices

  • Make sure the credentials and the report configuration are valid.

  • Use "Replace." If you use "Append," you may need to deduplicate using a DataFlow.

  • The connector pages data back for date-driven reports. Entering the number of days back will pull that many days back but will also increase the connector runtime. Only pull the data you need. If you have data older than the days back you have entered, the connector will keep going without getting any more data before it finishes.

Prerequisites

To connect to your DocuSign account and create a DataSet, you must have the email address and password you use to sign in to your DocuSign account.

Connecting to Your DocuSign Account

This section enumerates the options in the Credentials and Details panes in the DocuSign Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your DocuSign account. The following table describes what is needed for each field: 

Field

Description

Email Address

Enter the email address you use to log into your DocuSign account.

Password

Enter the password you use to log into your DocuSign account.

Once you have entered valid DocuSign credentials, you can use the same account any time you go to create a new DocuSign DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains two primary menus in which you can select a DocuSign report and pertinent accounts.  

Menu

Description

Report

Select a DocuSign report. The following reports are available:

Account Information

Returns information about the selected account.

Account Information Billing Plan

Returns billing plan information about the selected account.

Brands Profile Information

Returns a list of brand profiles associated with the selected account.

Envelopes

Returns envelope status changes for all envelopes in the selected account. 

Envelopes Audit Events

Returns audit events for all envelopes in the selected account.

Envelopes Custom Fields

Returns custom field information for all envelopes in the selected account.

Envelopes Documents

Returns a list of documents associated with all envelopes in the selected account.

Envelopes Notifications

Returns reminder and expiration information for all envelopes in the selected account.

Envelopes Status

Returns the overall status for all envelopes in the selected account.

Folders

Returns a list of folders for the selected account.

Groups

Returns a list of user groups in the selected account.

Permission Profiles

Returns a list of permission profiles for the selected account.

Templates

Returns the list of templates for the selected account.

Unsupported File Types

Returns a list of file types that are not supported for uploads in the selected account.

Users

Return a list of users in the selected account.

Users Information

Returns information for all users in the selected account, including name, ID, user type, email, etc.

 

Account

Select the DocuSign account you want to pull information for. 

Start Days 

Enter the number of past days for which you want to pull data. 

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

FAQ

Do I need a certain kind of account to set up this connector?

Any DocuSign account can be used to set up the connector.

How frequently will my data update?

As often as needed.

Can I use the same DocuSign account for multiple DataSets?

Yes.