DocuSign allows customers to connect tools like Vanta using OAuth2. Customers configure a DocuSign account and after connecting with Vanta, Vanta is able to make API calls as the app.

Prerequisites

• 'DS Admin' Permissions 

Procedure

• In Vanta:
  • Select Integrations from the left-hand navigation panel
  • Select Available and search for Docusign 
  • Select Connect

• Choose how you would like to connect DocuSign:
  
  
  • Organization: Use this option if you manage your DocuSign accounts within an Organization. This will connect via OAuth, redirecting you to the DocuSign login page
    
    
    
    
  • Individual Accounts: Use this option if you do not use DocuSign Organizations.
    • This requires your DocuSign Account Base URL and DocuSign API Account ID. These can be obtained by navigating to your DocuSign eSignature pane, and clicking into the Settings tab. Then, click on Integrations - Apps and Keys

• When redirected to the DocuSign login page, Enter your DocuSign Account Email and password
  

• Click on Allow button (this will redirect to https://app.vanta.com/)
  
  
• DocuSign is linked

Common Issues

• Connection Error: "We couldn't find any users on your account, this is probably caused by an error in your credentials. Please unlink and relink your DocuSign integration."

This can occur if 'Organizations' is selected as the connection method and there are no organizations setup in your DocuSign account.
Please try reconnecting, by selecting the 'Individual Accounts' connection method. If connection errors persist, please reach out to support@vanta.com for further assistance.