DocuSign Integration

The following article describes how to integrate Sprinto with DocuSign. DocuSign is a digital document signing software. Note: We use Truto.one as our integration partner to integrate and fetch required user details from the DocuSign account.

How this integration helps

• Integration helps to fetch users list from the DocuSign account.

• If a staff member with DocuSign account access is offboarded, Sprinto activates a check against the staff member to revoke the access.

Prerequisites for integration

• Log in on Sprinto as administrator.

• Ensure you have “Admin” access on the DocuSign account you want to integrate.

How to integrate Sprinto with DocuSign

1. Go to Security Hub > Settings > Available integrations and click Connect next to DocuSign.

2. On Integration page, select the acknowledgment checkbox and click Connect to DocuSign. Note: Ensure you have turned on the option to display pop-up windows in your browser.

3. Take the following steps to get your DocuSign account ID:

   1. Go to the DocuSign login portal and log in using your credentials.

      
   2. Hover the cursor over the profile icon, and note down the account ID.

      
4. On the DocuSign authentication page, enter the Account ID and click Connect.

5. Click Allow Access to give Sprinto the necessary permissions. Note: This completes connecting the DocuSign account with Sprinto. Follow steps 6 onwards to complete the integration.

   
6. On Sprinto app, go to Security Hub > Access and click Add critical access system.

7. On Add critical access system page, select DocuSign and click Add System.

   
8. On Access page, click the setting icon next to DocuSign.

   
9. On Manage page, click Manage access.

10. Select one of the following user access types: Note: Sprinto activates a check against any staff member with invalid access based on the access type selected.

• Role-based access: Select this option and define the valid org roles to access the critical system.

• Ticket based access: Select this option and define the valid access for users with access tickets.

  

Final step

This completes the integration procedure. To check for pending tasks or failing checks, go to Security Hub > Access and review DocuSign’s critical system card.