DocuSign Data Source
DocuSign Data Source is used to index all documents from DocuSign envelopes or folders, including each PDF document’s content and metadata into a custom collection in SearchBlox.
Configuring SearchBlox
Before using DocuSign Data Source, first install SearchBlox successfully and then create a Custom Collection.
Configuring DocuSign Data Source
- Make sure you have created a SearchBlox Endpoint in the Connectors UI panel and then create a DocuSign data source.
- Configure the DocuSign Data Source as shown in the reference:
Note:
- DocuSign keys provided will be stored in encrypted format for security reasons.
- Redirect URL to be configured in DocuSign account.
| Label | Description |
|---|---|
| name | A unique name can be any alphanumeric string. |
| SearchBlox Endpoint | Select the SearchBlox endpoint created before creating the data source |
| Collection Name | Name of the custom collection in SearchBlox |
| Integrator Key | DocuSign account’s Integration Key |
| Secret Key | DocuSign account’s Secret Key |
| Account ID | DocuSign account’s Account ID |
| Redirect URL | DocuSign account’s Redirect URL |
Index DocuSign Data Source
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Click Create or Create & Index after configuring the data source.
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When prompted for an authentication token, click the "Click here" link to go to the configured Redirect URL.
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Copy the token after authenticating and enter it in the provided screen.
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After successful authentication, the DocuSign data source will start indexing and add documents to your SearchBlox custom collection.
- Once the status shows Done, check the SearchBlox Admin Console to see the indexed document count.
DocuSign Search
- We can configure the Search results view as required. Please contact [email protected] to know more.
- Check search results in debug mode to view all meta tags from the DocuSign account, and configure them to add custom filters on your search page.
Updated 18 days ago