Overview
Torii integrates with your DocuSign account and syncs the following attributes:
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List of users and their roles
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Licenses (assigned only)
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Usage - Pay attention that usage will be synced only if you are on the enterprise plan
Furthermore, you can automate DocuSign offboarding using Torii workflows.
Integration Steps
Prerequisites Required in DocuSign
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Step 1 - Create Permissions Profile
Step 1 - Prerequisites - Standard plan
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You are required to have an admin user
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From From DocuSign Settings page go to Permission Profile
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Create a permission profile, click on ADD PERMISSION PROFILE
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Name the Permission Profile
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Select the All Administration Capabilities checkbox
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Click ADD
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Torii Permissions Profile is created
Continue to Step 2 - Connect Permissions Profile to a User Profile
Step 1 - Prerequisites - Enterprise or corporate plan (Advanced solutions)
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You are required to have an admin user
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From DocuSign, Settings page go to Permission Profile
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Create a permission profile, click on ADD PERMISSION PROFILE
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If you want to provide Torii full permissions, under ADMIN PERMISSIONS, select Allow All
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If you want to provide Torii minimum "read" permissions, select Allow Some
This will open additional options: -
Check Users and Groups box
Note, If you intend to use Docusign offboarding workflow, the Level of Access need to be changed to Edit Users & Groups -
Check Envelope Transfer box
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Under USER PERMISSIONS tab select Allow View and manage envelope rights through API
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Click ADD
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Torii Permission Profile is created
Step 2 - Connect Permissions Profile to a User Profile
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Go to Users tab
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Select the user you want to connect to Torii
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In User Profile go to Permission Profile and select the Permission Profile you created in Step 1
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Step 3- Copy the user profile email - you will need it when connecting Torii to DocuSign
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Click Save
Connect DocuSign integration to Torii
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Go to the Integrations page and select the DocuSign tile
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Connect to DocuSign
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In Connect DocuSign select the permission type (Read or Read and Take action)
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Click Connect
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You will be redirected to connect to Torii
In the Log In page paste the User Profile email -
Click Next
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Once the integration is connected and synced, a green checkbox will display
About Usage data
Torii monitors DocuSign usage data on a daily basis.
If a DocuSign user completed at least one of the following actions on a given day, he will be considered an active user:
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Sent one or more envelopes.
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Created one or more templates
Leverage usage data to right-size DocuSign licenses and save costs. Monitor inactive licenses and deprovision them on time.
Note: Starting November 25th, 2021, the period in which DocuSign retrieves usage for the first time is 360 days.
If you connected DocuSign prior to this date and wish to see a longer usage and active users history, please contact us at support@toriihq.com