DocuSign

DocuSign Integration Guide

Introduction

DocuSign is a cloud-based software platform that provides electronic signature technology and digital transaction management services. It enables users to sign, send, and manage documents digitally, eliminating the need for paper-based workflows. This guide will walk you through the steps required to integrate DocuSign with Perimeters.

Available Features

• Misconfiguration Rules

• Identity Rules

• User Inventory

Prerequisites

1. A DocuSign account user with the following required privileges or, you can also use DS Admin (Administrator) Account.

2. A DocuSign account ID ( per integration's instance ). The account ID can be found on the account's settings page in the top left corner.

Required Privileges

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.

Onboarding DocuSign in your Perimeters account

1. Go to "Integrations" -> Select "DocuSign" -> Click "+ Add" -> Click "+ Start Integration".

2. "Environment" - Select "Production" for production instance and "Sanboxed" for development or sandboxed instance from the dropdown. To find which type instance you are using, login into your eSignature Admin Dashboard. If the URL is "admin.docusign.com" then you are using a production environment and if the URL is "admindemo.docusign.com" then you are using a development or sandboxed instance.

3. "Account ID" - Provide your Account ID (can be left empty in case of a single account).

4. "OAuth" - Click on the “Sign in with Docusign” button to give perimeters access to your DocuSign instance and complete the onboarding process.

Once you have completed these steps, DocuSign should be successfully integrated with your Perimeters account.