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You will need administrator access to your DocuSign account to create and manage apps in the Apps and Keys settings.

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Create a DocuSign App

Register a new application in DocuSign Settings to obtain OAuth credentials.

1

Access Apps and Keys

Navigate to the DocuSign admin console where apps are managed.

  • Sign in to your DocuSign account: Production or Sandbox
  • Click on the Admin tab in the top navigation bar
  • In the left sidebar under Integrations, click Apps and Keys
2

Create a New App

Create a new integration to generate your credentials.

  • Click the Add App and Integration Key button
  • Enter an App Name (e.g., “StackOne Integration”)
  • Click Create App to generate the Integration Key
  • Your Integration Key (Client ID) will be displayed at the top of the app settings page
  • Copy and store it securely

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Configure OAuth Settings

Set up the redirect URI and generate a secret key for your application.

1

Add Redirect URI

Configure the callback URL required for the OAuth authentication flow.

  • In your app settings, scroll to the Additional settings section
  • Under Redirect URIs, click Add URI
  • Enter exactly: https://api.stackone.com/connect/oauth2/docusign/callback
  • Click Save to apply
2

Generate Secret Key

Create a secret key for your application.

  • In the Authentication section of your app settings, locate Secret Keys
  • Click Add Secret Key
  • A new secret key will be generated and displayed
  • Important: Copy the secret key immediately - it is only shown once
  • Store it securely in a password manager
  • If lost, you will need to generate a new one

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Important Notes

Key information about DocuSign OAuth authentication and environments.

  • DocuSign supports both Sandbox and Production environments
  • For Sandbox testing, use the DocuSign Developer Account and create apps at apps-d.docusign.com
  • For Production, your app must go through DocuSign’s Go-Live process before it can be used
  • Access tokens expire after 8 hours and are automatically refreshed
  • The default scope “signature” provides access to all eSignature operations

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Creating the StackOne Connector Profile

To create the Connector Profile in StackOne for DocuSign:
1

Navigate to Connector Profiles

Login to StackOne and navigate to Connector Profiles
2

Create New Connector Profile

  • Click + Connector Profile
  • Search for and select DocuSign
  • Select Type as OAuth 2.0
  • Fill out the fields using details retrieved from your provider:
    • Integration Key
    • Secret Key
    • OAuth Scopes (Optional)
  • (Optional) Select Actions to be enabled for this Connector Profile
  • Click Create profile
Congratulations! The new Connector Profile will now show up in your project ready to be used. You can now continue to Link Accounts for DocuSign.