Cloudability SaaS Connect DocuSign to Cloudability SaaS

DocuSign is an e-signature technology that allows users to sign documents electronically from practically any device, anywhere, anytime. Using DocuSign’s e-signature technology, organizations can automate how they prepare, sign, and manage agreements. DocuSign has many available products, but the DocuSign direct connector focuses just on DocuSign’s eSignature SaaS application.

What data is brought into Cloudability SaaS from Docusign?

DocuSign is integrated with Cloudability SaaS using the DocuSign API.

For more information about DocuSign, refer to https://support.docusign.com .

Cloudability SaaS brings in user and expense data from the DocuSign API. The data is analyzed and displayed as useful insights in Cloudability SaaS .

The list of fields that are retrieved by the connector can be quite long and detailed. It's therefore in a drop-down so that it's easier to read through this intro if you're not wanting the detail:

View the data fields brought into Cloudability SaaS from DocuSign

Cloudability SaaS uses two API calls to retrieve data from DocuSign.

Acounts: getBillingCharges

Retrieves the list of recurring and usage charges for the account. This can be used to determine the charge structure and usage of charge plan items. For more information, refer to https://developers.docusign.com/docs/esign-rest-api/v2/reference/accounts/accounts/getbillingcharges/ .

billingCharge

chargeName

chargeType

includedQuantity

unitPrice

usedQuantity

Users: list

Retrieves the list of users for the specified account. For more information, refer to ht tps://developers.docusign.com/docs/esign-rest-api/v2/reference/users/users/list/ .

userInfo

email

userName

userInformation

createdDateTime

isAdmin

lastLogin

Calculated fields

Last Active On

The last known login date of the user. This is calculates using the same formula of Inactive field.

Total Annual Cost The calculated Annual Cost.

Inactive

Number of inactive users based on inactivity configuration. The last login date of the user is retrieved from the report they submitted from last 30 days and calculated as the latest of (CreateDate, LastModifiedDate, SubmitDate, ProcessingPaymentDate, PaidDate, UserDefinedDate)

Purchased license count

The purchased license count is based on the value of includedQuantity that is returned from the Accounts:getBillingCharges API call.

Used license count

The used license count is based on the value of usedQuantity that is returned from the Accounts:getBillingCharges API call.

Before you start

Before you can integrate DocuSign with Cloudability SaaS , you must have the following:

A DocuSign account subscription licensed by Envelopes or Seats as a minimum.

An account with View Only Users and Groups permissions and View and Edit Account Settings permissions at a minimum

For more information about DocuSign permissions, refer to https://support.docusign.com/en/guides/ndse-admin-guide-delegated-admin .

An API token generated from your DocuSign account.

For instructions on how to generate the API credentials, refer to https://developers.docusign.com/docs/esign-rest-api/ .

Steps to connect

Connect DocuSign to Cloudability SaaS .

Find the DocuSign tile and select Connect .

Enter the following information:

Email Address : The email address associated to the DocuSign user or service account with the required permissions.

Password : The password to the DocuSign account.

Select Accept .

Confirm success

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