DocuSign Authorization

Before the DocuSign integration can function in Welkin, you must authorize Welkin to connect to your DocuSign account. This is a one-time OAuth 2.0 authorization process completed by a DocuSign administrator.

Who should complete this step

This authorization must be completed by a user who has DocuSign administrator privileges in your organization's DocuSign account. If you are not a DocuSign admin, coordinate with the person who manages your DocuSign account.

Prerequisites

• A DocuSign account with administrator access

• Welkin Admin portal access

• Your DocuSign Integration Key (also called Client ID) – found in the DocuSign Admin console under Apps and Keys

Authorization steps

Step 1: Locate your DocuSign Integration Key

1. Log in to your DocuSign account at app.docusign.com

2. Navigate to Settings → Apps and Keys

3. Find the Welkin Health application (your Welkin implementation team will have created this, or will provide the Integration Key)

4. Copy the Integration Key

Step 2: Authorize in the Welkin Admin portal

1. Log in to the Welkin Admin portal

2. Navigate to Integrations → DocuSign

3. Click Connect DocuSign Account

4. Enter your DocuSign Integration Key in the field provided

5. Select your DocuSign environment:

   • Demo – for sandbox/UAT testing

   • Production – for live use

6. Click Authorize – you will be redirected to DocuSign's login page

Step 3: Grant consent

1. Log in to DocuSign using your administrator credentials

2. Review the permissions Welkin is requesting:

   • Read and send envelopes on behalf of users

   • Access account information

   • Read templates

3. Click Grant Access (or Allow depending on your DocuSign version)

4. You will be redirected back to the Welkin Admin portal

5. Confirm the connection status shows Authorized with your DocuSign account name

Re-authorizing

Authorization may need to be renewed if:

• The DocuSign Integration Key changes

• The authorizing administrator leaves the organization and their DocuSign account is deprovisioned

• DocuSign revokes access due to inactivity or policy change

To re-authorize, repeat the steps above. The previous authorization will be replaced.

Troubleshooting

If authorization fails with an "Invalid Integration Key" error, confirm the key was copied exactly (no extra spaces). If you see "User does not have admin consent" errors, the authorizing user may not have DocuSign admin privileges – contact your DocuSign administrator.