DocuSign
DocuSign is an electronic signature and document approval software that allows you to send, sign, and manage agreements across multiple devices. This document describes how to connect IBM watsonx Orchestrate to DocuSign and use its skills on watsonx Orchestrate.
Before you begin
- Enable the pop-up window on your browser.
- You must have a DocuSign account, if you don't have one you can create on DocuSign.
Connecting to DocuSign
Connect to the app according to the credential type that you or your team want to use.
If you want to connect the app to the Orchestrate Agent skill set, skill sets from AI assistants, or the Team skill set with Team credentials, refer to Managing app connections.
If you want to connect to the app to the Personal skill set or the Team skill set with Member credentials, refer to Connecting to apps.
Configuring the connection
To connect watsonx Orchestrate to DocuSign, complete the following steps:
- Click Connect app.
- You are prompted to enter the following connection details:
- Endpoint URL: It is the URL for the authentication service of your DocuSign instance. For example, in the developer environment, the endpoint URL is "account-d.docusign.com" and in the production environment, the endpoint URL is "account.docusign.com".
- Click Connect app. It redirects you to sign in to a DocuSign account and authorize the connection. From the authentication page:
- Set your DocuSign account email and click Next.
- Set your DocuSign account password and click Sign in.
- Click Allow Access to allow watsonx Orchestrate to use your information in accordance with the terms of service and privacy policy.
After you sign in, watsonx Orchestrate connects to it automatically.
indicates that the connection was successfully established.What to do next
After you connect to the app, you can use the DocuSign skills. For more information see, Using the chat.
To learn about the available skills, see List of prebuilt apps, skills and skill flows.
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