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Follow the steps in Get started with connectors before proceeding. DocuSign access: An active contract with DocuSign, with accounts and credentials for DocuSign services.

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Prepare the connector

Backbase deploys this connector. To provide the environment details, follow these steps:
  1. Send environment details to Backbase. Send docusign-client-id, docusign-user-id, docusign-account-base-url, docusign-cert-thumbprint, the DocuSign base URL, and the DocuSign account ID to your Backbase support team.
  2. Register the callback in DocuSign Connect. Ask your Backbase support team for the callback URL, then register that URL in DocuSign Connect.
For property names and defaults, see Reference.

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Test your integration

To use the Correspondence Unified API, include your Banking OS subscription key in the request header. If you don’t have a key, contact your Backbase support team to have one provisioned. The following table lists the header you must include on each request. For sample requests, import the Postman collection from the Banking OS documentation repository.

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Troubleshooting

If your connector isn’t responding as expected, check these common scenarios.
Cause: The Banking OS gateway can’t establish a handshake with the DocuSign endpoint. This typically indicates an upstream service outage at DocuSign or a network routing failure.Solution: Verify the operational status of the DocuSign environment with DocuSign.
Cause: The request to DocuSign exceeded the configured timeout threshold. This can occur during high load or network latency issues.Solution: Verify the operational status of the DocuSign environment with DocuSign.
Cause: The credentials provided during setup are incorrect.Solution: Verify your credentials with DocuSign and contact your Backbase support team to update the connection.
Cause: The number of incoming requests exceeded the defined threshold for your subscription tier. This response protects the stability of the Banking OS and partner infrastructure.Solution: Review your application’s request patterns to identify unexpected spikes. If you require higher throughput, contact your Backbase support team to request an adjustment to your APIM rate limit policy.