DocuSign 

DocuSign provides electronic agreements with electronic signatures on different devices.

• For more information about connecting to SaaS applications, see Verbinding maken met SaaS-applicaties.

• For more information about Lite connectors, see Classificaties voor SaaS-applicatieconnectoren.

• Depending on your use case, you might need to install Gateway voor gegevensverplaatsing to move data from SaaS applications. For more information, see Wanneer is de Gateway voor gegevensverplaatsing vereist?.

Supported update methods

For more information, see Een overzicht van bijwerkmethoden voor het doel.

Landing tasks:

• Reload and compare

Replication tasks:

• Full load

Landing data in a data lake tasks:

• Reload

Preparing for authentication

To access your DocuSign data, you need to authenticate the connection with your account credentials.

Creating the connection

For more information, see Verbinding maken met SaaS-applicaties.

1. Click Authenticate when you have filled in the required connection settings.

   You may be asked to log in to the source application.

   A window is displayed with an authentication code.

2. Copy the code to the clipboard and return to the connection dialog.

3. Paste the code in Complete authentication with the code provided by the source and click Verify.

   TipYou may need to scroll down to see this field.

   When status is Verified,the authentication is verified.

4. Provide a name for the connection in Connection name.

5. Select Open connection metadata to define metadata for the connection when it has been created.