You are reading the documentation for an outdated Corteza release. 2024.9 is the latest stable Corteza release.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 3 main components:

The data model

the data model required by the extension in order for it to work,

Authentication

DocuSign’s OAuth2 authentication flow to authorize Corteza to access resources connected to your account,

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 fairly strict in the terms of when your credentials can be used in production.

@todo add constraints

Required token scopes

signature

This scope allows the token to perform most document related operations, such as sending the document to be signed, canceling the document, …​

extended

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