Create an OAuth 2.0 Named Credential to Connect to DocuSign

Add a Named Credential using authentication provider information to create a secure connection. Omniscripts and Integration Procedures use these credentials to connect with DocuSign. Create a named credential for the admin who manages templates and your DocuSign account. You can also create a Send on Behalf named credential to send or sign DocuSign forms on behalf of other users.

1. In your Salesforce org, from Setup, enter Named in the Quick Find box, then select Named Credentials.
2. In the New dropdown list, select New Legacy.
3. For Label and Name, enter DocuSign.
4. For URL, enter https://demo.docusign.net.
5. For Identity Type, select Named Principal.
6. For Authentication Protocol, select OAuth 2.0.
7. For Authentication Provider, select DocuSign.
8. Enter a Scope of signature impersonation.
9. Ensure that Start Authentication Flow on Save is selected.
10. Ensure that Generate Authorization Header is selected.
11. Click Save.
    The DocuSign login window appears.
12. From the DocuSign login window, log in to DocuSign.
    This changes the Named Credential's Authentication Status to Authenticated.
13. If needed, create a Send on Behalf user.
    You can repeat the previous steps. In Step 3, enter a different Label and Name, for example, SendOnBehalf. You authenticate the Send On Behalf user with the the Send On Behalf user’s DocuSign account.