Creating a DocuSign Connector
The Create connector wizard guides you through the configuration when creating a connector. You can create multiple DocuSign type connectors, with each connecting to a different account. However, you can only have one default DocuSign connector.
Caution: If you are creating an on-premise instance, ensure you've configured your DocuSign Connector before attempting to create a DocuSign Connector, see DocuSign Integration Configuration for more details. Creating a DocuSign Connector before configuration will result in an error code PARTNER AUTHENTICATION FAILED: The specified Integrator Key was not found or is disabled. An Integrator key was not specified.
| 1. | In the Project Console's Control panel, select the Connectors button. |
The Connectors list view displays.
| 2. | Select the +Create button. |
The Create connector wizard displays.
| 3. | Input the name of your connector. |
| 4. | (Optional) Input a Description for your connector. |
| 5. | In the Type dropdown menu, select DocuSign. |
| 6. | Select the Next button. |
The Create Connector Stage window displays.
DocuSign Stage Options
Developer Sandbox
Paid / Trial subscription
| 7. | In the Stage dropdown menu, select the stage for the DocuSign account. |
| 8. | Select the Next button. |
The Create connector Authorize Experlogix Smart Flows window displays.
| 9. | Select the Authorize Smart Flows button. |
The system opens the DocuSign website.
| 10. | If you have not authenticated with DocuSign before, enter your DocuSign account credentials. |
If your credentials are valid, the system redirects you back to Smart Flows.
| 11. | Select the Next button. |
Smart Flows displays a summary of the configuration.
| 12. | Select the Finish button to conclude the creation of your DocuSign connector. |
