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

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Pre-requisites

  1. DocuSign Developer account. You can create one here.

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Required Settings

  • Mandatory Scopes
  1. Openid
  2. Extended
  3. Signature
If you haven’t already created an app in DocuSign, you’d need to create one.

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Creating an app in DocuSign

To create a DocuSign app and acquire the above mentioned credentials, please follow the steps mentioned below:
  1. Log in to your DocuSign Developer account.
  2. Click on the Profile icon in the top right corner and select My Apps & Keys button.
Navigation for App setup
  1. Click on Add App and Integration Key button.
  2. Enter the unique App Name for your application and click on the Create App button.
  3. Go to your Apps catalog in Cobalt > Search for DocuSign > Settings > Use your credentials > Callback Url.
  4. 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
  1. Scroll to the Authentication section > Mark Yes under User Application > Click on + Add Secret Key button > Copy it > Click on Save button at the bottom of the page. This is the Client Secret.
  2. Copy the string under Integration Key above Authentication section. This is the Client ID.
Getting Credentials

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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 Provide the acquired Client ID and Client Secret under Settings of the app and save it.

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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 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.

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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.
  1. HTTP Request - Make HTTP API calls to any Docusign documented REST APIs.
  2. Create and send envelope from template - Create and send and envelope from a DocuSign template.