DocuSign Authentication Using OAuth2.0 - Cloud

Overview

For Cloud customers, setup will differ depending on whether you are an existing DocuSign user or brand new to DocuSign. Setup for both of these scenarios is provided below.

Note Cloud clients are not required to create their own integration/secret keys.

Existing DocuSign User in Cloud

If you are already using DocuSign in Cloud, there is only one setting that must be enabled. Existing users must check the 'DocuSign OAuth Flag' checkbox, which is located on the General tab of the Project System Options screen. Once this is done, there are no additional requirements.

CMiC Field > File Maintenance > Project System Options – General tab

New DocuSign User in Cloud

If you would like to get started using DocuSign in Cloud, you will need to complete some initial setup first. Please refer to Sending Documents Using DocuSign OAuth2.0 for more information initial setup process.