Access Token for DocuSign

Configure an access token to connect to DocuSign.

Figure: DocuSign Access Token Configuration screen

Background and Setup

Good to Know

In most cases, you can use a global access token or an application level access token:
- Global access tokens are shared across all users and applications. If you want all process designers and runtime app users in your AgilePoint NX tenant to be able to connect to an external data source, use a global access token. An example is a SharePoint site on an intranet that all employees in a company can access.
- Application level access tokens are shared with all processes in a process-based app, or restricted to use within a form-based app. Use application level access tokens if only process designers or runtime app users for a particular application should access an external system — for example, a Google Drive account that is only used to share files within a small team.
Access tokens are collections of credentials that are used to authenticate communication directly between AgilePoint NX and an external system. Because it is the AgilePoint NX system that uses these credentials, rather than an app, there is no difference between design time and runtime access tokens. Access tokens are never checked in or published, and they do not use version control. If you change an access token in the App Builder or Manage Center, the access token changes immediately everywhere the access token is used. Changes to application level access tokens apply to all versions of an application, including running application instances. Changes to global access tokens apply everywhere they are used in AgilePoint NX. You can not roll back an access token to a previous version.
For more information, refer to What Data Is Deleted When I Delete an App or Application Resource?
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

There are several ways to create an access token for DocuSign. How to create the access token depends on where you want to use it.

Global (Manage Center)

You can use a global access token in any application in your AgilePoint NX tenant. Use a global access token if you want any user in your environment to be able to connect to the same external system.

Click Manage .
Click App Builder > Global Access Tokens.
On the Global Access Tokens screen, click Add Token .
On the Add Global Access Tokens screen, select DocuSign .
Click Next.

Application Level (App Builder)

Create an access token to use in any process activity or form control in an application.

Click Build Apps .
In the Application Explorer, on the My Applications pane, click [Application Name] > Shared Resources > Access Tokens.
Click New .
On the New App Token screen, select DocuSign .
Click Next.

Process Activities and Form Controls

Different access token types can be created in context and used in different process activities, form controls, or applications. The App Builder shows shortcut buttons in any place you can create an access token.

You can create an application level access token for DocuSign here:

Process Builder
- DocuSign eSign Request activity
- DocuSign eSign Document Download activity
- DocuSign eSign Status Check activity

Fields

Field Name	Definition
Token Name	Function: Specifies the unique name for your connection to DocuSign. Accepted Values: A text string that can have letters, numbers, and spaces Default Value: None
Account E-mail	Function: Specifies an e-mail address for your DocuSign account. Accepted Values: A valid e-mail address. Default Value: None
Password	Function: Specifies the password for your DocuSign account. Accepted Values: One line of text with no spaces. Default Value: None
Server URL	Function: Specifies the DocuSign server URL. Accepted Values: A valid DocuSign server URL. If the URL is from the domain demo.docusign.net, the URL can specify https:// or not. Default Value: None Example: https://demo.docusign.net Limitations: Optional https://for the demo.docusign.net domain requires AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v6.0 SP1 Software Update 2 Hotfix 5 or higher.
Integrator Key	Function: Specifies a unique integrator key from DocuSign for authentication. Accepted Values: A valid integrator key. Default Value: None
Description	Function: A description for your access token. Accepted Values: More than one line of text. Default Value: None Example: Refer to: (Example) Use Anonymous Authentication in a Form-Based App (Example) Use Anonymous Authentication in a Process-Based App
Get OAuth2 Access Token	Function: Sends a request to the DocuSign application service to get the access token. To complete this process, you must sign in to DocuSign, and specify your consent when prompted.
OAuth2 Access Token	Function: Specifies an access token, or code, from DocuSign. Accepted Values: A valid access token This value comes from DocuSign. Default Value: An unique access token.
Encrypt	Function: Stores the access token in the AgilePoint database as encrypted data. Note: AgilePoint recommends you to store this access token in the database in encrypted format. Accepted Values: Deselected - The access token is in plain text in the database. Selected - The access token is encrypted in the database. Default Value: Selected Limitations: This field was removed from the UI in AgilePoint NX OnPremises and PrivateCloud v7.0 Software Update 2. Access token credentials are encrypted by default. If you want to store credentials in unencrypted format, contact AgilePoint Customer Support.