To comply with the latest DocuSign security standards, you can use OAuth 2.0 with a JWT bearer token to authenticate your DocuSign integration. By configuring an OAuth 2.0 authentication profile, you can authorize your connections to DocuSign directly in Pega Platform.
For example, when you run a case, if a token is revoked in DocuSign, you are prompted in Pega Platform to authorize your credentials. The case continues to run as expected with minimal disruption.
To configure OAuth 2.0 and authenticate your DocuSign documents, review the following topics:
- Installing the DocuSign component
To configure OAuth 2.0 authentication for your DocuSign integration in Pega Platform, you must first install and enable the DocuSign component.
- Configuring OAuth 2.0 authentication to authorize your DocuSign integration
To securely send and receive documents between your Pega Platform application and DocuSign, configure an OAuth 2.0 authentication profile with the JWT bearer token grant type.
- Configuring the connection between DocuSign and Pega Platform
Configure the information that Pega Platform requires to authenticate requests from DocuSign. Your application authenticates requests when you run a case or connect to DocuSign from the DocuSign connections landing page.
- Viewing your DocuSign connections in Pega Platform
You can view the JWT bearer token authentication profiles that are connected to DocuSign on the DocuSign connections landing page. The landing page provides an easy way to monitor your connections, and you can connect to DocuSign directly from your Pega Platform application.