Setup
Connect to your DocuSign app for OAuth.
To setup your DocuSign app in Cobalt for OAuth, you will need the following credentials from your DocuSign Developer account:
- Client ID
- Client Secret
- Scopes
Pre-requisites
- DocuSign Developer account. You can create one here.
Required Settings
- Mandatory Scopes
- Openid
- Extended
- Signature
Creating an app in DocuSign
To create a DocuSign app and aquire the above mentioned credentials, please follow the steps mentioned below:
- Log in to your DocuSign Developer account.
- Click on the
Profile
icon in the top right corner and selectMy Apps & Keys
button.
![Navigation for App setup](https://mintlify.s3-us-west-1.amazonaws.com/cobalt-55/images/Docusign/Docusign_navigation.png)
- Click on
Add App and Integration Key
button. - Enter the unique App Name for your application and click on the
Create App
button. - Go to your
Apps catalog
in Cobalt > Search forDocuSign
>Settings
>Use your credentials
>Callback Url
. - Scroll down in the App to
Additional settings
section > click on+ Add URL
> paste the Callback URL copied from Cobalt.
![Setting up DocuSign Developer app](https://mintlify.s3-us-west-1.amazonaws.com/cobalt-55/images/Docusign/Docusign_config.png)
- Scroll to the
Authentication
section > MarkYes
under User Application > Click on+ Add Secret Key
button > Copy it > Click onSave
button at the bottom of the page. This is the Client Secret. - Copy the string under
Integration Key
aboveAuthentication
section. This is the Client ID.
![Getting Credentials](https://mintlify.s3-us-west-1.amazonaws.com/cobalt-55/images/DocuSign/Docusign_credentials.png)
Configuring credentials in Cobalt
App settings page lets you configure the authentication settings for an OAuth2
based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.
![Setting up application client credentials](https://mintlify.s3-us-west-1.amazonaws.com/cobalt-55/images/Docusign/Docusign_cobalt.png)
Cobalt lets you use pre-configured applications to play around. You can do so by selecting Use our credentials
. However, if you wish to use your own application,
select Use your own credentials
. Provide the aquired Client Id and Client Secret and save it.
Configuring Scopes
Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes
section.
For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform.
![OAuth Scopes](https://mintlify.s3-us-west-1.amazonaws.com/cobalt-55/images/Docusign/Docusign_scopes.png)
Once the scopes has been added to the application in Cobalt, the app will now request for access of the mentioned scopes.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform.
Actions and triggers
Once the above setup is completed, you can create orchestrations of your use-cases using DocuSign actions and triggers. Following are the set of DocuSign actions and triggers supported by Cobalt.