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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 the Callback URL from your Connector Profile
  • 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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Create the StackOne Connector Profile

1

Create a Connector Profile

Enable the connector and create a Connector Profile in your project. See Setup Connector Profile.
2

Link an Account

Once the Connector Profile is created, continue to link an account.