SaaS Management integrates directly with DocuSign, so you can view all user activity within the application. The integration gives you the usage data you need to make informed decisions on inactive licenses and any renewal or purchasing options. For example, you can view the number of logins, signings, and counter-signatures for each licensed user. You can also audit apps that have access to your DocuSign content to determine any risks.
Integrating with DocuSign
You must have
Admin access in DocuSign to integrate the application with SaaS Management.
Before you integrate the applications, make sure you have signed out of your individual account within your organization and are signed in to the appropriate service account with the required permissions.
- From the SaaS Management navigation menu, select Integrations.
- Select the DocuSign tile.
- Select Add Integration.
- On the DocuSign login page, enter your email address and select Continue.
- Enter your password and select Log in.
Review the requested permissions. To report on your license utilization, SaaS Management asks to:
- Create and send envelopes.
- Obtain links for starting signing sessions.
Select Accept to accept the requested permissions and complete the integration.
Your DocuSign usage data will begin syncing immediately and should complete within 24 hours.
DocuSign users need
Admin permissions to integrate the application with SaaS Management.
SaaS Management requests the following scopes:
|extended||Used when requesting an access token using Authorization Code Grant.|
|signature||Required to call most eSignature API endpoints.|
SaaS Management pulls the following user metadata from DocuSign. You can filter your usage data by these fields:
|User Type||The type of user.|
|Permission Profile Name||The name of the account permission profile.|
|Status||The status of the user's account. An account may have one of the following statuses: Activation Required, Activation, Sent, Active, Closed, or Disabled.|
|Title||The user's title.|