Knowledge Base - Smart Flows

Creating a Docusign Connector

The Create connector wizard guides you through the configuration when creating a connector. You can create multiple DocuSign-type connectors, with each connecting to a different account. However, you can only have one default Docusign connector.

If you are creating an on-premises instance, ensure you've configured your Docusign Connector before attempting to create a Docusign Connector, see Docusign Integration Configuration for more details. Creating a Docusign Connector before configuration will result in an error code PARTNER AUTHENTICATION FAILED: The specified Integrator Key was not found or is disabled. An Integrator key was not specified.

  1. In Project Console, select Control panel > Connectors > +Create.

  2. Input the name of your connector.

  3. (Optional) Input a Description for your connector.

  4. In the Type dropdown menu, select Docusign, and select Next.

The Create Connector Stage window displays.

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Docusign Stage Options

Developer Sandbox

Paid / Trial subscription

  1. In the Stage dropdown menu, select the stage for the Docusign account and select Next.

The Create connector Authorize Experlogix Smart Flows window displays.

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  1. Select the Authorize Smart Flows button.

The system opens the Docusign website.

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  1. If you have not authenticated with Docusign before, enter your Docusign account credentials.

If your credentials are valid, the system redirects you back to Smart Flows.

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  1. Select Next.

Smart Flows displays a summary of the configuration.

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  1. Select the Finish button to conclude the creation of your Docusign connector.

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