Create a Docusign connector

User requirements

For this version, we recommend creating a dedicated user with admin permissions in your Docusign account.

The user's permissions directly determine the scope of the backup within your organization: only the accounts that the user has access to will be included in the backup.

Create a connector

Follow these steps to create a Confluence connector and set up your backup configuration.

1. On the Connectors page, in the upper-right corner, select Add connector > Add Docusign сonnector. 

2. Click Sign in to begin the authentication process.

3. In the Docusign sign-in page, enter the credentials of an admin account.

4. Review the permissions requested by the Keepit application and select Accept to grant access.

Note: You will be prompted for permissions only the first time you create a connector. Afterward, Keepit retains the permissions it needs. 

5. After authentication, you'll be redirected to Keepit where you can configure your connector.

Here you can:

• Change the name of the connector
• Manage user access to the connector by selecting the lock icon
• Limit the retention period by selecting the calendar icon

6. Select Create.
Your connector will be created, and the first backup will be scheduled.