DocuSign
Connect your DocuSign system to Aiimi Insight Engine to make the most of the data.
Prerequisites
Connecting DocuSign with Aiimi Insight Engine
Source System: Select DocuSign from the dropdown.
Connection Settings
DocuSign Base API: Select which DocuSign API should be used for this crawl
This is typically left as production unless you are testing with a demo environment.
Integration ID: Enter the ID of the API integration created as part of prerequisite 1.
Select Credential: Select the Secret-only credential with the RSA private key created as part of prerequisite 2.
Admin Account ID: Enter the admin user ID to use when authenticating this crawl.
API Account ID: Enter the account ID containing the integration created above.
Completed the Source section
Once you have completed this section, select Crawl. Learn how to complete the source Crawl set up.
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