You are reading the documentation for an outdated Corteza release. 2024.9 is the latest stable Corteza release.

About

DocuSign is a service that allows our clients to sign documents, such as quotes and contracts online.

The extension implements three main components:

Low Code configuration

Follow the Low Code configuration provided in the YAML files to configure your Low Code namespace.

Authentication

The OAuth 2 authentication flow authorizes your application to access DocuSign.

Document signature

A set of automation scripts that allow us to send the document into signing, cancel the pending document and check for the signature status.

DocuSign is strict in terms of when your credentials can be used in production.

Make sure that your application complies with their ToS.

Required token scopes

signature

This scope allows the token to perform most document-related operations, such as sending the document for signing and cancelling the document’s signing.

extended

This scope allows us to request new refresh tokens with a full lifetime of ~30days.