Docusign IAM (Intelligent Agreement Management) is a SaaS-based platform for end-to-end agreement management that includes electronic signatures, electronic notarization, automated workflows for contract lifecycle management, searchable dashboards, identity verification, and document generation.
Configuring the Connector for DocuSign #
To configure Lucidum to ingest data from DocuSign:
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Log in to Lucidum.
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In the left pane, click Connector.
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In the Connector page, click Add Connector.
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Scroll until you find the Connector you want to configure. Click Connect. The Settings page appears.
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In the Settings page, enter the following:
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URLÂ (required): The URL of the DocuSign API
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Account IDÂ (required): The DocuSign account ID associated with the organization
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User IDÂ (required): The DocuSign impersonated user ID
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Integration Key (required): The DocuSign integration key (client ID)
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Private Key File (required): Upload the private key file
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Verify SSL. For future use.
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To test the configuration, click Test.
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If the connector is configured correctly, Lucidum displays a list of services that are accessible with the connector.
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If the connector is not configured correctly, Lucidum displays an error message.
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