Create a Named Credential for DocuSign

Add a Named Credential using auth provider information to create a secure connection. Omniscripts and Integration Procedures use these credentials to connect with DocuSign.

1. From Setup, in the Quick Find box, enter Named Credentials, and then select Named Credentials.
2. Click the dropdown next to New, and select New Legacy.
3. For Label and Name, enter DocuSignAuthProvider.

   Make a note of this name, you need to add it in the Create Electronic Signature Configurations > Callout Named Credential Config Type.

4. For URL, enter https://demo.docusign.net for UAT or https://{server}.docusign.net for production.
   To find the server name in your DocuSign account, go to Settings > Apps and Keys. The BaseURI includes the site information.
5. For Identity Type, select Named Principal.
6. For Authentication Protocol, select OAuth 2.0.
7. For Authentication Provider, select DocuSign.
8. For Scope, enter refresh_token full.
9. Select Start Authentication Flow on Save.
10. If Generate Authorization Header is not selected, select it.
11. Click Save. A DocuSign login page will launch in a new tab.
12. From the DocuSign login page, log in to DocuSign.
    

    Note If the session is already authenticated with DocuSign Account, then you might not need to log in.