eSignature - DocuSign Authentication

DocuSign accounts must be authenticated in e-Builder before they can be used in the eSignature process.

Clients with Single Sign On (SSO) portals:

If access to DocuSign account requires login to your SSO portal, first have your DocuSign system user login to SSO, then DocuSIgn before authenticating.

Following successful authorization, e-B Admins must notify e-Builder Support and Support will then activate OAuth 2.0 authentication on future DocuSign process instances.

To authenticate the DocuSign integration

  1. Click Setup.

    2. If the Setup tab is not visible, click Access the Setup Tab, and then select the Setup check box.

    Accessing the Setup tab in e-Builder
  2. In the Administration Tools menu, expand Processes.
  3. Expand e-Signature and then click on DocuSign. The DocuSign Integration page will be displayed.
  4. Click Authenticate. The DocuSign Log In page will be displayed.
  5. In the Email field, enter your email address and click Next.
  6. In the Password field, enter your password and click Log In.
  7. You will be asked to confirm whether you wish to allow access to DocuSign from e-Builder.

    If you are not ready to authenticate, click Cancel. If you click Cancel, a warning message will be displayed mentioning that consent has not been granted.

  8. Click Allow Access to confirm. An Authorization Successful message will be displayed.

    While authenticating the DocuSign integration with e-Builder, users with multiple DocuSign accounts will be asked to select the account that they would like to integrate with e-Builder. After selecting the DocuSign account, click Confirm to save the changes.

To remove the DocuSign integration authentication

  1. Click Setup.

    2. If the Setup tab is not visible, click Access the Setup Tab, and then select the Setup check box.

    Accessing the Setup tab in e-Builder
  2. In the Administration Tools menu, expand Processes.
  3. Expand e-Signature and then click on DocuSign. The DocuSign Integration page will be displayed.
  4. Click Remove. You will be asked to confirm whether you want to remove the integration with DocuSign.
  5. Click Yes, Remove to confirm. The integration will be removed.