Applies To: WatchGuard CloudDR
DocuSign is a cloud-based platform that enables users to securely sign, send, and manage documents electronically. DocuSign replaces manual, paper-based signing with legally binding digital signatures, to enable faster, remote, and secure agreement workflows across devices. This guide describes how to integrate DocuSign with CloudDR.
Available Features
- Misconfiguration Rules
- Identity Rules
- User Inventory
Prerequisites
To configure this integration, you must have:
- A DocuSign account user with required privileges, or you can use DocuSign admin account.
- A DocuSign account ID. The account ID is located on the Settings page of the account.
Required Privileges for the DocuSign Account
To configure this integration, you must have these privileges assigned to the user.
| Scope | Use |
|---|---|
|
account_read |
Read account data. |
| organization_read | Read organization data. |
| permission_read | Read lists of permission profiles associated with an account. |
| identity_provider_read | Read data on already defined identity providers for an organization. |
| domain_read | Read data on claimed domains for the organization. |
| signature | Read most eSignature settings. |
Configure the DocuSign Integration in CloudDR
Service Providers can configure integration in CloudDR for a single organization or for all of their managed organizations. If you select a managed Service Provider from Account Manager, you can configure integration for all organizations managed by the Service Provider.
Before you begin, select the account you want to configure integration for:
- To configure integration for all organizations, from Account Manager, select Overview.
- To configure integration for a single organization, from Account Manager, select the account you want to integrate the application in CloudDR.
To integrate DocuSign with CloudDR, from WatchGuard Cloud:
- Select Configure > CloudDR.
- Select Integrations > SaaS Services.
- (Service Providers) From the Select Integrations View drop-down list, select Add Integrations.
- In the DocuSign widget, click Add.
- Click Start Integration.
- On the Environment page, from the Environment drop-down list, select the portal URL.
- Click Next.
- On the OAuth page, click Sign In With DocuSign to log in to DocuSign.
- Click Finish.