Before you start

Your administrator must configure the integration and secure its credentials. Client secrets and webhook HMAC keys belong in approved secret storage, not documents or chat.

Step by step

  1. Open the DocuSign connection controls with the required administrator permission.
  2. Choose the intended environment. Use the sandbox for testing and the production environment for real signing.
  3. Start the connection and sign in to the intended DocuSign account. Review the consent before authorising.
  4. Return to Restore Intelligence and confirm the connected account and environment.
  5. Prepare a test draft and verify status handling before using the connection for a live agreement.

What happens next

The connection is intended to persist. Reconnection may be needed after revocation or token problems; a new HMAC key should not be required for every envelope.

If something does not look right

If prompted repeatedly, check the recorded connection status and account/environment. Webhook verification and OAuth account authorisation serve different purposes; ask your administrator to inspect the configuration rather than rotating keys on each attempt.