Page Comparison

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In Manager, you can navigate to the required folder and create an account in it (see Accounts). To create an account for DocuSign : User can create any one of the following.

1. DocuSign OAuth2 Account:

Click Create, then select DocuSign OAuth2 Account

1. Provide an account label.

2. Default values provided for Rooms Instance URL, CLM Instance URL. Update these whenever needed.

3. Click on Authorize and authorize by DocuSign credentials.

4. Supply Auto-refresh token

5. Click Apply.

Note: This account is used by all the snaps from this custom snap pack for getting access token information.

2.DocuSign Generic OAuth2 Account:

Click Create, then select DocuSign Generic OAuth2 Account

1. Provide an account label.

2. Default values provided for Rooms Instance URL, CLM Instance URL. Update these whenever needed.

3. Provide values for Client ID, Client secret,

4. Click on Authorize and authorize by DocuSign credentials.

5. Supply Auto-refresh token

6. Click Apply.

Note: This account is used by all the snaps from this custom snap pack for getting access token information.

3.DocuSign Dynamic OAuth2 Account:

Click Create, then select DocuSign Dynamic OAuth2 Account

1. Provide an account label.

2. Provide value for Access token.

3. Default values provided for Rooms Instance URL, CLM Instance URL. Update these whenever needed.

4. Click Apply.

Note: This account is used by all the snaps from this custom snap pack for getting access token information.