DocuSign
DocuSign is a leading e-signature platform that allows businesses to send, sign, and manage agreements digitally. It streamlines document workflows and improves efficiency.
Before you begin
To begin monitoring DocuSign, ensure you have the following components and permissions in place:
- OpenLM components: OpenLM Cloud Broker, approved in Broker Hub.
- Platform-specific Requirements: You'll need administrative access to your DocuSign account to generate an API key and obtain the necessary user ID and account ID.
Configure data collection
- Activate API Access: In your DocuSign admin console, create an integration key and generate a user ID with read-only access to user and envelope data.
- Add Credentials: In the OpenLM Cloud Broker dashboard, find the DocuSign integration and enter user ID, Account ID, Organization ID, Private Key and Integration Key.
DocuSign credential configuration in Cloud Broker
Approve DocuSign in OpenLM Platform
- Sign in to OpenLM Platform.
- From the menu, go to License Servers → Pending Server.
- Select the DocuSign data source, then select Approve and Merge.
Verify the integration
- In OpenLM Platform, go to Allocation.
- Confirm DocuSign usage data appears.
note
It can take up to 3 minutes for data to appear after approval.
Viewing reports
- User activity trends — see which users are most active in the platform; reallocate seats accordingly.
- Expired or unused licenses — identify inactive users and reclaim their seats.