Integrate with Docusign at Account level

  • Release version: Australia
  • Updated March 12, 2026
  • 6 minutes to read

    • Integrating your Software Asset Management application with the Docusign service enables you to track your software subscriptions and to reclaim unused licenses.

    Docusign purchases made through resellers don’t reflect within the Docusign standard billing system. So no values are returned through the APIs for envelope consumption that is available to ServiceNow.

    Important:
    Docusign has removed the lastLogin field from the Users API, so the user's last activities are no longer tracked as part of this integration. The Software Asset Management application now creates reclamation candidates based on the subscription assigned date.

    For more information about the Docusign service, see the DocuSign Developer site.

    Important:
    Minimize security risks and protect information by granting access only to the necessary user or API permissions.
    Table 1. Minimal user permissions
    Process Required user role in the Docusign application Authentication scopes
    Download subscriptions admin No scopes
    Reclaim subscription admin No scopes

    Register a Docusign application

    Register a Docusign application through the Docusign admin portal.

    Before you begin

    Docusign Role required: admin

    Procedure

    1. Log in to your Docusign demo (non-production) account.
      You can use any subaccount for logging in that is later promoted to the corresponding production account.
    2. Go to the Admin tab.
      • If you already have an API integration key from a previous integration ready for use in production, skip to step 14.
      • If you don't have your API integration key saved, you must generate a new one.
    3. On the side navigation pane, select INTEGRATIONS > Apps and Keys.
    4. In the Apps and Integration Keys section, select Add App and Integration key.
    5. On the Add Integration Key form, enter a unique name for your application in the App Name field and select CREATE APP.
    6. On the profile page of your application, select Third-party integration key in the Integration Type field.
    7. Copy the value of the Integration Key and secure it for later use.
      Save the Integration Key (Client ID) in a secure location to use it later for integration with the ServiceNow instance.
    8. Select Save.
    9. In the Apps and Integration Keys section, locate the application that you just created in the App Name list.
    10. Select Actions > Select Go-Live account.
      A Docusign login window pops up prompting you to enter the credentials for your Docusign account.
    11. Enter your Docusign credentials.
    12. Select a production account on the window that pops up prompting you to choose a production account to which you want to promote your integration key.
      The Go Live Status field changes to Pending approval. For a successful Go-Live review, your app must meet the requirements for Go-Live for each API that it uses. For more information on the Go-Live review stages, see Docusign documentation.
    13. After the integration is approved, the Go Live Status changes to View in production.
    14. Log in to your Docusign production account and verify that the same integration key has been promoted to the production account.
    15. On the side navigation pane, select INTEGRATIONS > Apps and Keys.
    16. Next to your application, select Actions > Edit.
    17. Select ADD URI and add https://ServiceNow instance.service-now.com/oauth_redirect.do.
    18. Select ADD SECRET KEY.
      Save the Secret Key (Client secret) for your production account in a secure location to use it later for integration with the ServiceNow instance.
    19. Select Save.

    Create a Docusign integration profile at Account level

    Create a Docusign integration profile at Account level to track software subscriptions and optimize licensing for the Docusign service.

    Before you begin

    To create a Docusign integration profile, request the Software Asset Management - SaaS License Management plugin (sn_sam_saas_int) from the ServiceNow Store.

    ServiceNow Role required: sam_integrator

    About this task

    If you’re using Software Asset Workspace, the option to create the Docusign integration profile in Core UI is inactive.

    Procedure

    1. Navigate to the integration profile.
      InterfaceAction
      Core UI
      1. Navigate to All > Software Asset > SaaS License > Direct Integration Profiles.
      2. Select New.
      3. Select DocuSign Integration Profile.
      Software Asset Workspace
      1. Navigate to License operations > User Subscriptions > Direct integration profiles.
      2. Select New.
      3. Select DocuSign from the drop-down list.
      4. Select Continue.
    2. On the form, fill in the fields.
      Table 2. Integration Profile form
      Field Description
      Display name Name of the integration profile. For example, DocuSign Integration
      Integration type The default value is set to Account Level.
      Client Id Client ID for the OAuth application created in the SaaS admin account in the Register a Docusign application procedure.
      Redirect url URL of the OAuth provider that you're redirected to after authentication. This value is automatically populated.
      Technical account Id API Account ID from your Docusign production account.
      Instance URL URL of the login page used for accessing your Docusign production account. This field is automatically set to https://account.docusign.com.
      Client secret Password associated with the client ID created in the Register a Docusign application procedure.
      Profile type Type of integration profile. This value is automatically set to DocuSign Subscription.
    3. Review the required user roles or API permissions specified in the Vendor configuration field for each process to minimize security risks and optimize SaaS licenses.
      Note:
      For more information about the required roles and scopes, see the Minimal user permissions table.

      • The Download subscriptions check box is selected by default and you can't clear it.

      • The Reclaim subscriptions check box is selected by default. If you don't want to reclaim subscriptions, you can clear this check box. If you clear it, the removal candidates are created but the reclaim subscription subflow isn't triggered or the reclamation process isn't initiated.

    4. Select Submit.
      A draft integration profile is created.
    5. On the integration profile, select Get OAuth Token and follow the steps to get an OAuth token.
      Note:
      For the role required to perform this step, refer to the Minimal user permissions table.
    6. On the integration profile form, select Validate Connection to verify the connection and credential details of this integration.

      Validating the connection verifies the Download Subscriptions APIs, but not the Reclaim Subscriptions APIs.

    Result

    You can view events performed by individual users up to one year prior to the current date. For more information, see Review a software reclamation rule. Software Asset Management pulls the events from the time that you start downloading user subscriptions irrespective of the profile creation date.

    What to do next

    After the integration connects, your ServiceNow instance automatically creates software models, reclamation rules, and software subscriptions that are refreshed daily.

    After creating an integration profile, view information about the profile in the Software Asset Workspace by navigating to License operations > User subscription > Direct integration profiles. You can select an integration profile to view the following related lists. If all of the following related lists aren't visible for an integration profile in the default view, you can select the custom integration view from the Details tab:
    • Software Models
    • Unrecognized Subscription Identifiers
    • Scheduled Jobs
    • Scheduled Job Results
    • Software Subscriptions
    • Subscription Identifier Exclusion Rule
    • Subscription User Exclusion Rule

    After creating an integration profile, you can define subscription exclusion rules to keep certain subscriptions from license cost calculations. For more information, see Subscription exclusions for SaaS and SSO applications.

    If you want to set up multiple integration profiles with unique connections, create child aliases to manage different configurations and settings for each integration profile. For more information, see Create a child alias to set up multiple integration profiles.

    Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see Review a software reclamation rule.

    Create software entitlements for the automatically generated software models to track used software against owned software.
    Reconciliation also runs on your subscriptions as a scheduled job or on-demand. You can view your reconciliation results in the License Workbench (Software Asset Management classic application) or the License usage view (Software Asset Workspace). Use these results to determine your license compliance position and to remediate any non-compliance.