Set up a Docusign connector

This is an updated and improved version of the Docusign connector! If you’re setting up Docusign with C1 for the first time, you’re in the right place.

Capabilities

Resource	Sync	Provision
Accounts
Groups
Signing groups	*
Permission profiles
CLM members, roles & groups**		Groups only
CLM folders & folder security**
CLM permission sets**
CLM workflow queues**

The Docusign connector supports automatic account provisioning and deprovisioning. Every Docusign account must be assigned at least one permission profile. If all other permission profiles are revoked, the account will be automatically assigned the DocuSign Viewer profile, which cannot be revoked. *By default, signing groups are not synced. Enable the Include Signing Groups setting to sync signing groups. Once enabled, your account must actually have the signing groups feature — ConductorOne doesn’t validate this before letting you turn the setting on, so enabling it without the feature will fail the sync rather than silently sync no signing groups. **DocuSign CLM (Contract Lifecycle Management) is a separate, separately-licensed DocuSign product. CLM resources are opt-in — enable each CLM resource type in your sync configuration to turn them on. Once enabled, your DocuSign account must have a CLM production subscription and the credential must have been granted the OAuth scopes CLM needs; enabling a CLM resource type without them will fail the sync rather than silently sync no data, since ConductorOne doesn’t validate the underlying subscription before letting you opt in. CLM permission sets and workflow queues sync for visibility only; DocuSign’s CLM API has no endpoint to assign or unassign a permission set, and no endpoint to grant or revoke workflow queue membership (only work-item assign/unassign, which isn’t synced here). CLM workflow queues also require CLM members to be enabled — queues are discovered per member, not via a standalone list endpoint.

If you use OAuth Authentication (the default, managed method), syncing CLM data requires ConductorOne’s managed OAuth app to be granted the CLM API scopes on the platform side. If CLM data doesn’t appear after setup, contact ConductorOne. This doesn’t apply to Custom App (Demo Environment), where the connector requests the CLM scopes directly using your own DocuSign app credentials.

Gather Docusign credentials

Configuring the connector requires you to pass in credentials generated in Docusign. Gather these credentials before you move on. The Docusign credentials requirements depend on your chosen hosting method and authentication mode:

Cloud-hosted (production): You’ll use C1’s managed OAuth app. No additional credentials are needed. You can skip this section and go straight to the cloud-hosted setup instructions below.
Cloud-hosted (demo environment) or Self-hosted: You’ll need to create a Docusign developer app. Go on to the next section.

Create a Docusign app

A user with access to the Docusign Admin console must perform this task.

In the Docusign Admin Console, click Add App and Integration Key.

Choose a name for your app, such as “C1” and click Create App.

On the app configuration screen, carefully copy and save the Client ID (also called an integration key).You’ll be asked to classify the integration key. This choice affects production billing and can’t be changed later. The key is created and used against your own DocuSign account in both hosting modes, so Private custom integration — DocuSign’s description is “used internally by your employees or your customers’ employees” — matches most setups. If you’re going through C1’s Custom App (Demo Environment) field group, you may instead consider Third-party integration key — “using a partner integration that requires your own integration key” — since C1 is the party invoking it on your behalf; confirm with DocuSign which classification fits your situation before proceeding, since it isn’t reversible.

Click Add Secret Key, then carefully copy and save the client secret.

In the Redirect URI field:

If you’re configuring a self-hosted connector, enter any URI of your choice (such as http://example.com/callback) and click Add. Nothing needs to be listening at that address — the --configure flow prints an authorization URL, and after you authorize, DocuSign redirects your browser there; copy the code parameter from the resulting (unreachable) URL and paste it when prompted. Whatever value you register here must also be passed as --redirect-uri / BATON_REDIRECT_URI, or the authorization and token exchange will fail.
If you’re configuring a Cloud-hosted (demo environment) connector, enter https://accounts.conductor.one/oauth/callback and click Add. C1 completes the OAuth flow through this URL; DocuSign rejects the authorization request if it isn’t registered here.

Under Authentication, enable Authorization Code Grant.

Click Save at the bottom of the page.

Generate an OAuth refresh token

Follow the Docusign instructions to generate a refresh token.

Done. Next, move on to the connector configuration instructions.

Configure the Docusign connector

To complete this task, you’ll need the Connector Administrator or Super Administrator role in C1 and the relevant set of permissions on your Docusign account:

To sync access data (READ): Read users, groups, and permissions.
To sync access data and provision accounts (READ/WRITE): Create users plus read users, groups, and permissions.
To sync CLM data: your DocuSign account needs a CLM production subscription, and the credential used must have read (and, for folder security and CLM group provisioning, write) access to CLM folders, groups, and members.

Cloud-hosted
Self-hosted

Follow these instructions to use a built-in, no-code connector hosted by C1.

In C1, navigate to Integrations > Connectors and click Add connector.

Search for Docusign v2 and click Add.

Choose how to set up the new Docusign connector:

Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with C1)
Add the connector to a managed app (select from the list of existing managed apps)
Create a new managed app

Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of C1 users. Setting multiple owners is allowed.If you choose someone else, C1 will notify the new connector owner by email that their help is needed to complete the setup process.

Click Next.

Find the Settings area of the page and click Edit.

Choose your authentication method:

OAuth Authentication (default) — connects to DocuSign’s production environment using C1’s managed OAuth app. No additional credentials required.
Custom App (Demo Environment) — connects to DocuSign’s demo environment (account-d.docusign.com) using your own DocuSign developer app. See Create a Docusign app above to obtain your credentials.

If you selected Custom App (Demo Environment): Enter the Client ID and Client Secret from your DocuSign developer app.

Optional. Click to Sync signing groups, if your account has the feature enabled and you’d like to sync them.

Optional. If your organization has multiple DocuSign accounts under the same tenant, enter the API Account ID (UUID) of the account you want to sync. Leave blank to use your default account. To sync multiple accounts, create a separate connector for each one.

Do not change the API Account ID to a different account on a connector that is already syncing. Doing so will cause all previously synced resources to be treated as deleted and all sync history will be lost. If you need to sync a different account, create a new connector instead.

Click Login with OAuth.

After authorizing, you’ll be redirected back to the C1 integrations page, where an “Authorized as” message is now printed.

Click Save.

The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.

Done. Your Docusign connector is now pulling access data into C1.

Follow these instructions to use the Docusign connector, hosted and run in your own environment.When running in service mode on Kubernetes, a self-hosted connector maintains an ongoing connection with C1, automatically syncing and uploading data at regular intervals. This data is immediately available in the C1 UI for access reviews and access requests.

Resources

Official download center: For stable binaries (Windows/Linux/macOS) and container images.
GitHub repository: Access the source code, report issues, or contribute to the project.

Step 1: Set up a new Docusign connector

In C1, navigate to Integrations > Connectors > Add connector.

Search for Baton and click Add.

Choose how to set up the new Docusign connector:

Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with C1)
Add the connector to a managed app (select from the list of existing managed apps)
Create a new managed app

Click Next.

In the Settings area of the page, click Edit.

Click Rotate to generate a new Client ID and Secret.Carefully copy and save these credentials. We’ll use them in Step 2.

Step 2: Create Kubernetes configuration files

Create two Kubernetes manifest files for your Docusign connector deployment:

Secrets configuration

# baton-docusign-secrets.yaml
apiVersion: v1
kind: Secret
metadata:
  name: baton-docusign-secrets
type: Opaque
stringData:
  # C1 credentials
  BATON_CLIENT_ID: <C1 client ID>
  BATON_CLIENT_SECRET: <C1 client secret>
  
  # Docusign credentials
  BATON_DOCUSIGN_CLIENT_ID: <Docusign app client ID>
  BATON_DOCUSIGN_CLIENT_SECRET: <Docusign app client secret>
  BATON_REDIRECT_URI: <The redirect URI you entered when setting up the Docusign app>
  BATON_REFRESH_TOKEN: <OAuth 2.0 refresh token>

  # Optional: include if you want C1 to provision access using this connector
  BATON_PROVISIONING: true

  # Optional: include if you want C1 to sync signing groups
  BATON_INCLUDE_SIGNING_GROUPS: true

  # Optional: set to true to connect to the DocuSign demo/UAT environment (account-d.docusign.com)
  # When omitted or false, the connector targets DocuSign production (account.docusign.com)
  # Note: demo mode is automatically enabled when BATON_DOCUSIGN_CLIENT_ID is set.
  BATON_DEMO: true

  # Optional: API Account ID (UUID) of the DocuSign account to sync.
  # Leave blank to use your default account.
  # Required only if your organization has multiple DocuSign accounts.
  # Find it in DocuSign Admin → Apps and Keys → My Account Information → API Account ID.
  # WARNING: do not change this value on an existing connector — create a new connector instead.
  BATON_ACCOUNT_ID: <DocuSign API Account ID>

See the connector’s README or run --help to see all available configuration flags and environment variables.

Deployment configuration

# baton-docusign.yaml
apiVersion: apps/v1
kind: Deployment
metadata:
  name: baton-docusign
  labels:
    app: baton-docusign
spec:
  selector:
    matchLabels:
      app: baton-docusign
  template:
    metadata:
      labels:
        app: baton-docusign
        baton: true
        baton-app: docusign
    spec:
      containers:
      - name: baton-docusign
        image: public.ecr.aws/conductorone/baton-docusign:latest
        imagePullPolicy: IfNotPresent
        env:
        - name: BATON_HOST_ID
          value: baton-docusign
        envFrom:
        - secretRef:
            name: baton-docusign-secrets

Step 3: Deploy the connector

Create a namespace in which to run C1 connectors (if desired), then apply the secret config and deployment config files.

Check that the connector data uploaded correctly. In C1, click Apps. On the Managed apps tab, locate and click the name of the application you added the Docusign connector to. Docusign data should be found on the Entitlements and Accounts tabs.

Done. Your Docusign connector is now pulling access data into C1.

Welcome

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Configurable connectors

Pre-built connectors

Set up a Docusign connector

Capabilities

Gather Docusign credentials

Create a Docusign app

Generate an OAuth refresh token

Configure the Docusign connector

Resources

Step 1: Set up a new Docusign connector

Step 2: Create Kubernetes configuration files

Secrets configuration

Deployment configuration

Step 3: Deploy the connector

​Capabilities

​Gather Docusign credentials

​Create a Docusign app

​Generate an OAuth refresh token

​Configure the Docusign connector

​Resources

​Step 1: Set up a new Docusign connector

​Step 2: Create Kubernetes configuration files

​Secrets configuration

​Deployment configuration

​Step 3: Deploy the connector

Capabilities

Gather Docusign credentials

Create a Docusign app

Generate an OAuth refresh token

Configure the Docusign connector

Resources

Step 1: Set up a new Docusign connector

Step 2: Create Kubernetes configuration files

Secrets configuration

Deployment configuration

Step 3: Deploy the connector