## Capabilities

DataGrail's DocuSign integration provides the following capabilities:

| Product | Capability |
| --- | --- |
| [Request Manager](https://docs.datagrail.io/docs/request-manager/getting-started) | | Request Types | Access,Deletion |
| Identifier Categories | Email | |

## Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

- **DataGrail User Role:** Super Admin,Connections Manager
- **DocuSign User Role:** Admin

## Get DocuSign Account ID

1. Log in to **DocuSign**.
2. In the top left, select the **menu icon**.
3. Select **eSignature**.
4. Select **Settings** from the top menu.
5. Under **Integrations**, select **Apps and Keys**.
6. Copy the **API Account ID** and store it in a secure, temporary location.

## Connect to DataGrail

1. In DataGrail, navigate to **Integrations** and select **Configure New Integration** to search for **DocuSign**.
2. Enter the **API Account ID**, and select the **Account Type**.
3. Select **Login to Configure**.
4. Log in to DocuSign if prompted and authorize the necessary permissions to DataGrail:

### Required OAuth Scopes

- `openid`
- `signature`
- `impersonation`
- `extended`

## Next Steps

Now that you've successfully connected the integration, check out the following resources:

- [Access Request Lifecycle](https://docs.datagrail.io/docs/request-manager/request-processing/privacy-right/access)
- [Deletion Request Lifecycle](https://docs.datagrail.io/docs/request-manager/request-processing/privacy-right/deletion)
- [Request Manager Overview](https://docs.datagrail.io/docs/request-manager/getting-started)
- [Customizing Intake Forms](https://docs.datagrail.io/docs/request-manager/request-intake/privacy-request-center#customization)

## Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See [Before You Start](https://docs.datagrail.io/docs/integrations/connection-instructions/docusign/#before-you-start) to review these requirements.

## Technical Details

The DocuSign integration uses the [eSignature REST API v2.1](https://developers.docusign.com/docs/esign-rest-api/):

| Access Type | Synchronous |
| Deletion Type | Synchronous |
| Rate Limiting | **-** 800 requests / hour<br>**-** 23,500 requests / day |

## API Documentation

Learn more about this API implementation and DataGrail functionality in our
[API Integration Documentation](https://docs.datagrail.io/docs/integrations/api-documentation/docusign).

Need help?

If you have any questions, please reach out to your dedicated Account Manager or contact us at [support@datagrail.io](mailto:support@datagrail.io).

_Disclaimer: The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material._