---
sourceDocument: Xanadu IT Asset Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/it-asset-management
Release :
- xanadu
ft:locale :
- en-US
ft:publication_title :
- Xanadu IT Asset Management
ft:clusterId :
- itam
bundleId :
- itam
workflow :
- Technology
---
# Integrating with Docusign
# Integrating with Docusign {#ariaid-title1}
* Release version: Xanadu
*
* Updated June 23, 2025
*
*  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](https://developers.docusign.com/ios_sdk/developer.html).
Important:
Minimize security risks and protect information by granting access only to the necessary user or API permissions.{#integrate-with-docusign__table_kcp_jts_nbc__entry__3}
| Process | Required user role in the Docusign application | Authentication scopes |
|-|-|-|
| Download subscriptions | admin | No scopes |
| Reclaim subscription | admin | No scopes |
[Table 1. Minimal user permissions]
{#integrate-with-docusign__table_kcp_jts_nbc}
## Register a Docusign application {#ariaid-title2}
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.
2. Select your profile picture.
3. Select My Apps and Keys.
* If you already have an API integration key from a previous integration ready for use in production, [skip to step 33](https://www.servicenow.com/docs/TwtkzrTFONa_nYiOvOGJuA#register-docusign-app__docusign-prod-login).
* If you don't have your client secret saved, you must generate a new one.
{#register-docusign-app__choices_zhf_2hm_m5b}
4. On the left pane, select INTEGRATIONSApps and Keys.
5. In the Apps and Integration Keys section, select ADD APP AND INTEGRATION KEY.
6. On the Add Integration Key form, provide a name in the App Name field and selectCREATE APP.
7. Select ADD URI under the Redirect URIs field in the Additional Settings section.
8. Add https://oauth.pstmn.io/v1/browser-callback.
9. Select ADD URI again and add https://ServiceNow instance.service-now.com/oauth_redirect.do.
10. Select ADD SECRET KEY.
Save the Integration Key (Client ID) and Secret Key (Client secret) in a secure location to use them later in the Postman App and the Integration Key (Client ID) in the ServiceNow instance. {#register-docusign-app__step9}
{#register-docusign-app__step9}
11. Select Save.
12. Download the latest version of [Postman App](https://www.getpostman.com/) and skip the login.
13. Select New Collection and provide a name to the collection.
14. Select the Authorization tab.
15. From the Type list menu, select OAuth 2.0.
16. Provide a name and complete the fields on the Configuration Options tab to create a token:
{#register-docusign-app__table_h2h_zgf_dhb__entry__2}
| Field | Value |
|-|-|
| Callback URL | https://oauth.pstmn.io/v1/browser-callback |
| Auth URL | https://account-d.docusign.com/oauth/auth |
| Access Token URL | https://account-d.docusign.com/oauth/token |
| Client ID | The integration key from your Docusign demo account created in [step 10](https://www.servicenow.com/docs/TwtkzrTFONa_nYiOvOGJuA#register-docusign-app__step9). |
| Client Secret | The secret key from your Docusign demo account [step 10](https://www.servicenow.com/docs/TwtkzrTFONa_nYiOvOGJuA#register-docusign-app__step9). |
[ ]
{#register-docusign-app__table_h2h_zgf_dhb}
17. Select Get New Access Token.
You get redirected to Docusign.
18. Select Accept.
19. After the access token is collected and authentication is complete, copy the Access Token to use it later.
20. Select New Request to create a GET request for your account id.
21. Enter the URL in the GET field as https://account-d.docusign.com/oauth/userinfo.
22. On the Headers tab, select Authorization under KEY and enter Bearer <Access Token that you copied during authentication> under Value.
23. Select Send and verify that your request is complete.
The account id is displayed in the response body.
24. Duplicate the GET request.
Copy the authorization key and value under Headers.
25. Update the URL in the GET field as https://demo.docusign.net/restapi/v2/accounts/<account-id>/users.
Here, account-id is the ID that you saved from the previous request.
26. Select Send 20 times to make 20 API calls.
You must invoke a minimum of 20 API calls to register your application through the Docusign admin portal.
27. Navigate to Apps and Integration Keys on the Docusign admin portal.
28. Select ActionsView API Dashboard next to your application.
29. Wait a few minutes for Docusign to register all 20 API calls.
30. Navigate to INTEGRATIONSApps and Keys and select Submit for review.
After 5-20 minutes, your application review is complete. You can promote the application to your production account.
31. Select ActionsStart-Go- Live review to promote the application to the production account.
32. Select an eligible production account to manage the integration key.
33. Log in to your Docusign production content account. {#register-docusign-app__docusign-prod-login}
{#register-docusign-app__docusign-prod-login}
34. Select your profile picture.
35. Select Go to Admin.
36. On the left pane, select INTEGRATIONSApps and Keys.
Locate your API Account ID to use for the integration profile in your ServiceNow instance.
37. Next to your application, select ActionsEdit.
38. Select ADD URI and add https://ServiceNow instance.service-now.com/oauth_redirect.do.
39. Select ADD SECRET KEY.
Save the Secret Key (Client secret) for your production account in a secure location to use it in your ServiceNow instance. {#register-docusign-app__step39}
{#register-docusign-app__step39}
40. Select Save.
{#register-docusign-app__steps_tyr_3rg_ynb}
## Create a Docusign integration
profile {#ariaid-title3}
Create an integration profile 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](https://store.servicenow.com/).
ServiceNow Role required: sam_integrator or admin
### 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.
| Interface | Action |
| Core UI | 1. Navigate to AllSoftware AssetSaaS LicenseDirect Integration Profiles. 2. Select New. 3. Select DocuSign Integration Profile. {#create-integration-profile-docusign__ol_ijd_bjk_qtb} |
| Software Asset Workspace | 1. Navigate to License operationsUser SubscriptionsDirect integration profiles. 2. Select New. 3. Select DocuSign from the drop-down list. 4. Select Continue. {#create-integration-profile-docusign__ol_wjd_bjk_qtb} |
|-|-|
{#create-integration-profile-docusign__choicetable_o3p_z3k_qtb}
2. On the form, fill in the fields.
{#create-integration-profile-docusign__table_gnm_whv_5fb__entry__2}{#create-integration-profile-docusign__display-name-def}{#create-integration-profile-docusign__client-id-def}{#create-integration-profile-docusign__redirect-url-def}{#create-integration-profile-docusign__activity-date}{#create-integration-profile-docusign__client-secret-def}{#create-integration-profile-docusign__profile-type-def}
| Field | Value |
|-|-|
| Display name | Name of the integration profile. For example, DocuSign Integration |
| Client Id | Client ID for the OAuth application created in [step 10](https://www.servicenow.com/docs/TwtkzrTFONa_nYiOvOGJuA#register-docusign-app__step9) in the SaaS admin account. |
| 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 [step 39](https://www.servicenow.com/docs/TwtkzrTFONa_nYiOvOGJuA#register-docusign-app__step39). |
| Profile type | Type of integration profile. This value is automatically set to DocuSign Subscription. |
[Table 2. Integration Profile form]
{#create-integration-profile-docusign__integration-form-title}
3. Select Submit.
4. 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](https://www.servicenow.com/docs/TwtkzrTFONa_nYiOvOGJuA#integrate-with-docusign "Integrating your Software Asset Management application with the Docusign service enables you to track your software subscriptions and to reclaim unused licenses.") table.
### 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](https://www.servicenow.com/docs/nAflLzIGyHaK_OpPmTYTvw "Use reclamation rules to cancel user subscriptions that have limited to no activity.").
Note:
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.
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](https://www.servicenow.com/docs/ank2kL8kWf4RhxBVQvFw5g "Create a child alias to set up multiple integration profiles with unique connections and manage different configurations for each integration profile.").
Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see [Review a software reclamation rule](https://www.servicenow.com/docs/nAflLzIGyHaK_OpPmTYTvw "Use reclamation rules to cancel user subscriptions that have limited to no activity.").
Create software entitlements for the automatically generated software models to track used software against owned software.
* For more information on creating software entitlements in the Software Asset Management Core UI, see [Create entitlements in Software Asset Management classic](https://www.servicenow.com/docs/MAohEZPg4SjZLPTVioRdog "Create entitlements in the Software Asset Management application classic to record your license details and allocate purchased software rights to users or devices.").
* For more information on creating software entitlements in the Software Asset Workspace, see [Create entitlements in workspace](https://www.servicenow.com/docs/Jh~FO6x8BChwOmSEDyY0kA "Create entitlements in the Software Asset Workspace to enter your license details and allocate purchased software rights to users or devices.").
* For more information on creating software entitlements using the Software Asset Management Playbook, see [Create entitlements using the guided walk-through](https://www.servicenow.com/docs/Tiy_LA~jOKwaLS2ioqEHRA "Use the guided walk-through playbook for a step-by-step process of creating entitlements.").
{#create-integration-profile-docusign__ul_cbz_vhr_sqb}
Reconciliation also runs on your subscriptions as a scheduled job or on-demand. You can view your reconciliation results in the [License Workbench](https://www.servicenow.com/docs/O_bB4w6fQREuwthkTeWiqg "Review reconciliation results in a simplified workbench view.") (Software Asset Management classic application) or the [License usage view](https://www.servicenow.com/docs/UZ6v3AA1wKSbw~zTb_Xy6w "Use the license usage view as a single plane to understand the license position of all software products, remediate non-compliance, view reconciliation results, view, or add removal candidates, and view Software Asset Management related reports.") (Software Asset Workspace). Use these results to determine your license compliance position and to remediate any non-compliance.
* For more information on running reconciliation in the Software Asset Management classic application, see [Run software reconciliation](https://www.servicenow.com/docs/xJni40GL3ctIVn4LYUkVVQ "Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in your environment on demand.").
* For more information on running reconciliation in the Software Asset Workspace, see [Run software reconciliation in the workspace](https://www.servicenow.com/docs/F4t9mIl3Z6yakXJGjLthTg "Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in the Software Asset Workspace environment on-demand.").
{#create-integration-profile-docusign__ul_qgf_zhr_sqb}
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