# DocuSign

### Overview

The DocuSign integration enables discovery of identities, groups, and permissions within a DocuSign account. It uses Open Authorization API to create the following entities:

* Account → Custom Application
* UserGroups → Local Groups
* User → Local User
* Permission Profiles → Local Roles
* Permission Profiles → Custom Permissions

### Requirements

To set up the DocuSign integration in Veza, you will need to create a DocuSign app and configure Veza with the necessary credentials. This includes the Client ID, Client Secret, and Refresh Token. Additionally, you will need the base URI for DocuSign API calls.

#### Create a DocuSign App

Using a DocuSign developer account, [Create an App](https://developers.docusign.com/platform/configure-app/) and get the Client ID and Client Secret:

1. Go to **Apps and Keys** in DocuSign. Click **Add App and Integration Key**, and complete the required fields.
2. Under **Authentication**, click **Add Secret Key** and save it to use as **Client Secret**.
3. Save your changes and save the Integration Key to use as a **Client ID**.

### Obtain a Refresh Token

Get a Refresh Token, following the instructions in [How to get an access token with Authorization Code Grant](https://developers.docusign.com/platform/auth/confidential-authcode-get-token/). You will need to get an authorization code for the Veza app, and use it to request an access token.

The response will contain the **refresh token**:

```json
{
    "access_token": "ACCESS_TOKEN",
    "token_type": "Bearer",
    "refresh_token": "REFRESH_TOKEN",
    "expires_in": 28800
}
```

#### Retrieve the DocuSign Base URI

After obtaining an access token, you can retrieve your DocuSign base URI by making an API request:

```shell
curl --request GET https://account-d.docusign.com/oauth/userinfo
--header "Authorization: Bearer <ACCESS_TOKEN>"
```

Copy the `base_url` from the response.

### Configuring DocuSign on the Veza Platform

To enable Veza to gather data from DocuSign, follow these steps:

1. Log in to Veza and go to **Integrations**
2. In the main pane, click *Add Integration*. Click **DocuSign**.
3. Complete the required fields:

* **Name**: Friendly name to identify the DocuSign account in Veza
* **Base URL**: DocuSign Base URI. Example, `https://demo.docusign.net/restapi/`
* **Client ID**: Integration app Client ID
* **Client Secret**: Integration app Client Secret
* **Refresh Token**: Refresh Token for DocuSign API integration


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