Accounting & HR
Set up DocuSign
Connect DocuSign to bring your agreements in as documents — each envelope's combined PDF with its signing state and parties, so “do we have a signed agreement with this supplier” answers from the executed paper itself. Read-only.
Before you start
- The credential is your own DocuSign app — an Integration key, a Secret key and a refresh token.
- In DocuSign go to Settings → Apps & Keys → Add App and Integration Key, then add a secret key to it (copy it when shown — it isn't displayed again).
Mint the refresh token
Mint a refresh token once against the app above — its consent screen plus one token request, the authorization-code walkthrough in DocuSign's own developer docs. DocuSign refresh tokens are long-lived; re-mint one if the source ever shows a credentials error.
- Documents → DocuSign, paste the Integration key, Secret key and Refresh token.
- Optionally narrow the statuses (completed only, for executed agreements) or the history window under Advanced.
- Choose access groups, Test, then Sync.
What comes in
- Each envelope as one document — the combined signed PDF, with subject, status and every signer's name (a certificate-of-completion page is left out of it).
- Completed envelopes carry the executed agreement's standing; voided and declined ones stay findable but rank lower; sent and delivered ones are in-flight.
| Environment | Production is your real DocuSign account; Demo is the developer sandbox — pick it only with sandbox credentials pasted above. |
|---|---|
| Account ID | Only needed when the credential spans several DocuSign accounts; blank uses the default account. |
| Only these statuses | Narrows which envelope statuses sync, one per line; blank syncs sent, delivered, completed, declined and voided. Drafts never sync. |
| History to sync (days) | How far back envelopes are read; blank reaches back ten years. |
Access
Visible only to the access groups chosen when the source is set up — DocuSign exposes no per-envelope viewers of its own, so that list governs everything the source brings in.
Contracts are sensitive — choose the access groups accordingly. Drafts are never synced; sent, delivered, completed, declined and voided envelopes are.
Last updated 20 Sep 2026