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    DocuSign logo

    E-signature

    DocuSign

    Send DocuSign envelopes from Atlas, track signing status, and attach the completion certificate to the deal record.

    AuthJWTUpdatesReal-timeAvailable

    What this connector does

    • Send DocuSign envelopes from Atlas with prefilled recipients and routing order.
    • Track signer status as a live timeline on the Atlas agreement.
    • Attach the completion certificate to the related Atlas record.
    • Listen for envelope events with signed Connect callbacks.

    Before you begin

    • You are a DocuSign account admin.
    • Your account has API access enabled.
    • You have a developer (demo) account for first validation.

    Get your credentials

    1

    Open the DocuSign Developer Center

    Sign in with the admin account. developers.docusign.com

    2

    Create an app under My Apps and Keys

    Open Settings, Apps and Keys, Add App and Integration Key. Name it Atlas Connector.

    3

    Set the redirect URI

    Add https://YOUR-ATLAS-HOST/oauth/callback/docusign to Redirect URIs and save.

    4

    Generate an RSA keypair

    Add an RSA keypair and download the private key. Atlas uses JWT auth, so the private key must stay server side.

    5

    Copy the integration key and account id

    Copy Integration Key, API Account ID, and User ID into the Atlas DocuSign connector settings page. Paste the private key into the encrypted secret field.

    Required scopes and permissions

    Signaturesignature
    Impersonation (for JWT)impersonation
    Extendedextended

    Setup checklist

    1. Create the provider app in a sandbox or development workspace.
    2. Add the Atlas redirect URL to the provider app configuration.
    3. Copy the client id, client secret, or API key.
    4. Paste the credentials into the Atlas connector settings page.
    5. Click Connect and complete the provider sign-in screen.
    6. Run Test connection from the connector page to verify health.

    Troubleshooting

    • consent_required

      JWT auth needs one-time admin consent. Visit account.docusign.com/oauth/auth with the impersonation scope to grant consent.

    • INVALID_REDIRECT_URI

      Add the Atlas callback URL exactly as advertised, including https.

    • PARTNER_AUTHENTICATION_FAILED

      The integration key is from a different environment than the account id. Demo keys do not work with production accounts.

    Webhooks

    Atlas registers DocuSign Connect listeners per envelope. Each callback is HMAC-signed and validated.

    Events Atlas listens for

    • Envelope sent
    • Envelope delivered
    • Recipient completed
    • Envelope completed
    • Envelope declined

    Provider docs: https://developers.docusign.com/platform/webhooks/connect/

    Disconnect and data deletion

    1. Click Disconnect on the Atlas DocuSign connector page.
    2. Open Apps and Keys in DocuSign and delete the Atlas Connector RSA keypair.
    3. Atlas stops sending envelopes immediately on disconnect.

    Once you have the credentials above, paste them into the live connector page to finish connecting DocuSign.

    Open the DocuSign connector page

    On this page

    • What this connector does
    • Before you begin
    • Get your credentials
    • Required scopes and permissions
    • Setup checklist
    • Troubleshooting
    • Webhooks
    • Disconnect and data deletion