# DocuSign DocuSign is a leading electronic signature and digital agreement platform. The Sling DocuSign connector extracts data from the DocuSign eSignature REST API v2.1, supporting envelopes, recipients, documents, templates, audit events, and custom fields. {% hint style="success" %} **CLI Pro Required**: APIs require a [CLI Pro token](/sling-cli/cli-pro.md) or [Platform Plan](/sling-platform/platform.md). {% endhint %} ## Setup The following credentials and inputs are accepted: **Secrets:** * `client_id` **(required)** -> Your DocuSign Integration Key (Client ID) * `client_secret` **(required)** -> Your DocuSign Secret Key * `refresh_token` **(required)** -> OAuth2 refresh token obtained via Authorization Code Grant flow * `access_token` **(required)** -> Set to `"expired"` initially; will be auto-refreshed * `token_type` **(required)** -> Set to `"Bearer"` * `expiry` **(required)** -> Set to `"2020-01-01T00:00:00Z"` to trigger initial refresh * `account_id` **(required)** -> Your DocuSign API Account ID (GUID) **Inputs:** * `base_uri` (optional) -> DocuSign base URI. Default: `https://demo.docusign.net` for sandbox. Use `https://na2.docusign.net` (or your region) for production. * `auth_url` (optional) -> OAuth2 token endpoint. Default: `https://account-d.docusign.com/oauth/token`. Use `https://account.docusign.com/oauth/token` for production. * `authorize_url` (optional) -> OAuth2 authorization endpoint. Default: `https://account-d.docusign.com/oauth/auth`. Use `https://account.docusign.com/oauth/auth` for production. * `anchor_date` (optional) -> Starting date for historical data extraction (default: 1 year ago). Format: `YYYY-MM-DDTHH:MM:SSZ` ### Getting Your Credentials DocuSign uses **OAuth2 Authorization Code Grant** for authentication. A free developer sandbox account provides full API access for testing. 1. Create a free developer account at 2. Go to **Admin** > **Apps and Keys** in your developer account 3. Note your **User ID** and **API Account ID** from the "My Account Information" section 4. Click **Add App and Integration Key** to create a new app 5. Copy the **Integration Key** (this is your `client_id`) 6. Under **Authentication**, click **Add Secret Key** and copy it (this is your `client_secret`) 7. Under **Additional settings**, add a **Redirect URI** (e.g., `https://localhost/callback`) 8. Obtain a refresh token by completing the OAuth2 Authorization Code flow: * Navigate to: `https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature%20extended&client_id=YOUR_CLIENT_ID&redirect_uri=YOUR_REDIRECT_URI` * Grant consent and capture the authorization `code` from the redirect * Exchange the code for tokens: `POST https://account-d.docusign.com/oauth/token` with Basic auth (`client_id:client_secret`) and body `grant_type=authorization_code&code=AUTH_CODE&redirect_uri=YOUR_REDIRECT_URI` * Save the `refresh_token` from the response {% hint style="info" %} **Production vs Sandbox:** For production use, replace `account-d.docusign.com` with `account.docusign.com` in auth URLs, and use your production base URI (e.g., `https://na2.docusign.net`) from the `/oauth/userinfo` endpoint. {% endhint %} ### Using `sling conns` {% code overflow="wrap" %} ```bash sling conns set DOCUSIGN type=api spec=docusign secrets='{ client_id: your_client_id, client_secret: your_client_secret, refresh_token: your_refresh_token, access_token: expired, token_type: Bearer, expiry: "2020-01-01T00:00:00Z", account_id: your_account_id }' ``` {% endcode %} ### Environment Variable See [here](https://docs.slingdata.io/connections/api-connections/pages/eAdVs2BHCgdr6RS8GoJC#dot-env-file-.env.sling) to learn more about the `.env.sling` file. {% code overflow="wrap" %} ```bash export DOCUSIGN='{ type: api, spec: docusign, secrets: { client_id: "your_client_id", client_secret: "your_client_secret", refresh_token: "your_refresh_token", access_token: "expired", token_type: "Bearer", expiry: "2020-01-01T00:00:00Z", account_id: "your_account_id" } }' ``` {% endcode %} ### Sling Env File YAML See [here](https://docs.slingdata.io/connections/api-connections/pages/eAdVs2BHCgdr6RS8GoJC#sling-env-file-env.yaml) to learn more about the sling `env.yaml` file. ```yaml connections: DOCUSIGN: type: api spec: docusign secrets: client_id: "your_client_id" client_secret: "your_client_secret" refresh_token: "your_refresh_token" access_token: "expired" token_type: "Bearer" expiry: "2020-01-01T00:00:00Z" account_id: "your_account_id" ``` **With custom inputs for production:** ```yaml connections: DOCUSIGN: type: api spec: docusign secrets: client_id: "your_client_id" client_secret: "your_client_secret" refresh_token: "your_refresh_token" access_token: "expired" token_type: "Bearer" expiry: "2020-01-01T00:00:00Z" account_id: "your_account_id" inputs: base_uri: "https://na2.docusign.net" auth_url: "https://account.docusign.com/oauth/token" authorize_url: "https://account.docusign.com/oauth/auth" anchor_date: "2024-01-01T00:00:00Z" ``` ## Replication Here's an example replication configuration to sync DocuSign data to a PostgreSQL database: ```yaml source: DOCUSIGN target: MY_POSTGRES defaults: mode: full-refresh object: docusign.{stream_name} streams: # sync all endpoints '*': ``` For incremental sync on the envelopes endpoint: ```yaml source: DOCUSIGN target: MY_POSTGRES defaults: object: docusign.{stream_name} streams: envelopes: mode: incremental primary_key: envelopeId update_key: lastModifiedDateTime recipients: mode: full-refresh documents: mode: full-refresh audit_events: mode: full-refresh custom_fields: mode: full-refresh templates: mode: full-refresh ``` ## Endpoints | Endpoint | Description | Incremental | | --------------- | --------------------------------------------------------- | -------------------------------- | | `envelopes` | Envelopes with status, timestamps, subject, and metadata | Yes (via `lastModifiedDateTime`) | | `recipients` | Signers, carbon copies, and other recipients per envelope | No (child of envelopes) | | `documents` | Document metadata per envelope (name, type, pages) | No (child of envelopes) | | `audit_events` | Audit trail events per envelope | No (child of envelopes) | | `custom_fields` | Custom text and list fields per envelope | No (child of envelopes) | | `templates` | Reusable envelope templates | No | ## Endpoint Details ### Envelopes The `envelopes` endpoint is the primary endpoint that fetches all envelopes from your DocuSign account. It supports incremental sync using the `from_date` parameter, which filters envelopes modified after the specified date. Child endpoints (`recipients`, `documents`, `audit_events`, `custom_fields`) are automatically queued based on the envelopes fetched. ### Recipients Returns all recipient types for each envelope, including signers, carbon copies, certified deliveries, agents, editors, intermediaries, in-person signers, witnesses, notaries, seals, and participants. ### Templates Returns all reusable envelope templates in the account, including metadata like name, description, creation date, and folder information. 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