DocuSign Integration: Security and Access Overview

1 min read

How FranConnect authenticates to and interacts with your DocuSign account — written for administrators, IT teams and security reviewers who need a precise answer to "What can FranConnect access in our DocuSign account?"

The short answer

FranConnect connects through DocuSign OAuth 2.0 with a single scope — signature — consented by your own DocuSign user. It can read templates, create and send envelopes, and read status and completed documents. It cannot administer your account, and it has no access to any mailbox.

Summary at a glance

QuestionAnswer
Authentication modelDocuSign OAuth 2.0 Authorization Code Grant, consented interactively by your own DocuSign user. No JWT, no impersonation, no stored DocuSign passwords.
Credentials storedPer-user access and refresh token, account ID and DocuSign login email, held in your tenant's own database. FranConnect's integration key and secret are platform-level, not customer data.
Scopes grantedsignature — that is the complete list. One scope.
Operations availableRead templates and field definitions; create and send envelopes; set recipient field values; read envelope and recipient status; download completed documents.
BoundariesNo user or account administration, no account settings, no voiding/deleting/purging of envelopes, no signing on a recipient's behalf, no cross-account or organization access.
Email accessNone. No mail client of any kind exists in the service. The stored email address is an identifier returned by DocuSign.
Tenant isolationTokens are held in a per-tenant database and keyed per user; nothing is shared between customers.
Customer controlYou can revoke access unilaterally in DocuSign at any time; access is also removable per module inside FranConnect.

How the connection is established

FranConnect uses the DocuSign OAuth 2.0 Authorization Code Grant (three-legged, user-consented). It does not use JWT Grant, DocuSign Impersonation, stored DocuSign account credentials, or legacy password-based authentication.

Step-by-Step Instructions

Follow these steps to connect FranConnect to DocuSign

1
Open the configuration screen

A FranConnect user opens the DocuSign configuration screen for a module. FranConnect redirects them to DocuSign's own authorization endpoint, requesting response_type=code and scope=signature.

2
Authenticate and consent at DocuSign

The user signs in to DocuSign and grants consent there. FranConnect never sees their DocuSign password.

3
Exchange the authorization code

DocuSign returns an authorization code. FranConnect exchanges it server-to-server for an access token and a refresh token, authenticating as its registered application with grant_type=authorization_code.

4
Call the API with the token

All subsequent DocuSign API calls carry the OAuth access token as a bearer token.

5
Refresh before expiry

Access tokens last 8 hours. FranConnect treats a token as stale at roughly 7 hours and refreshes it using the refresh token.

Note

Consent is granted per FranConnect user, per module — not as a single account-wide service credential. Each user who wants to send envelopes authorizes their own DocuSign identity.

Credentials and identifiers stored

The following is held inside your own FranConnect database:

FieldPurpose
FranConnect user + moduleIdentifies which user and module the authorization belongs to
Access tokenBearer token for DocuSign API calls (8-hour lifetime)
Refresh tokenUsed to obtain a new access token without re-prompting the user
Token timestampsFreshness tracking
Account IDThe DocuSign account the user authorized
Login emailThe DocuSign login email as returned by DocuSign, shown in the UI as "logged-in email" — identifier only

Also held per tenant: raw DocuSign status callbacks and field-mapping configuration. A customer who supplies their own DocuSign integration key instead of using FranConnect's may also have that key stored for their tenant.

FranConnect's own DocuSign application integration key and secret are platform-level — they represent the identity of the FranConnect application itself, equivalent to any ISV's client credentials. Also platform-level: the DocuSign endpoint URLs, and an envelope-ID-to-tenant lookup used to route inbound status callbacks.

Explicitly not stored

DocuSign usernames or passwords; email account credentials of any kind — no mailbox password, OAuth token, app password or API key for any mail provider; any customer-supplied secret beyond the optional bring-your-own DocuSign integration key.

OAuth scopes

The complete scope list requested is signature. One scope.

Not requested, and therefore not granted: extended, impersonation, user_read, user_write, account_read, organization_read, group_read, permission_read, and any dtr.*, click.* or Rooms scopes.

Your primary lever for limiting access

signature grants access to the eSignature REST API acting as the single user who consented — it confers no administrative rights. Access is additionally capped by that user's own DocuSign permission profile, so if you authorize a restricted DocuSign user, FranConnect inherits exactly those restrictions.

Operations FranConnect can perform

OperationDocuSign eSignature API
Identify the authorized accountLogin/account information
List templatesRead templates
Read template recipients and tabsRead template recipients/tabs
Preview a template documentRead template document
Read field/tab definitions for mappingRead tab and custom-field definitions
Create and send an envelopeCreate envelope
Set recipient field (tab) values on an envelopeUpdate recipient tabs
Generate a sender view URLCreate sender view
List envelope status changesRead envelope status
Download completed documentsRead envelope documents
Read signed field valuesRead recipient/document tabs

Writes are limited to creating envelopes and setting recipient field values. There is no ability to administer the account or to void, delete or purge envelopes.

Status callbacks (DocuSign Connect)

Each envelope FranConnect creates carries its own event-notification block in the create-envelope request, pointing at a FranConnect endpoint. Subscribed events are sent, delivered, completed, declined and voided, plus the equivalent recipient events. This is configured per envelope — FranConnect never modifies your account-level DocuSign Connect configuration.

Access boundaries — what FranConnect cannot do

FranConnect cannot…Basis
Administer users, groups or permission profilesNo such API calls are made
Read or change account settings, billing or brandingNo such API calls are made
Change the account's Connect / webhook configurationEvent notifications are set per envelope only
Void, delete, purge or correct envelopesNo void/delete/correct calls are made
Sign on a recipient's behalfNo embedded-signing or recipient-view calls; sender view only
Impersonate other DocuSign usersNo JWT Grant, no impersonation scope
Reach organization-wide dataNo organization API calls, no organization_read scope
Use any account other than the authorized oneBound to the authorizing user's default login account
Exceed the authorizing user's own rightsThe signature scope operates strictly in that user's context and permission profile

Email access

FranConnect has no access to any customer email account or mailbox

The DocuSign integration contains no mail client of any kind — no IMAP, SMTP, POP, Microsoft Graph or Gmail capability exists in the service, so it could not connect to a mailbox even if credentials were supplied.

The configured email address is purely an identifier: it is not entered by you as a credential but returned by DocuSign after the user consents; it is stored and displayed so an administrator can see which DocuSign identity a module is connected as; and it is never used to authenticate to, read from or send from any mail system.

Signer email addresses come from your own FranConnect records and are passed to DocuSign as envelope recipients. DocuSign — not FranConnect — sends the signature-request emails.

Tenant isolation

Credentials, configuration and resulting access are tenant-specific, and additionally scoped per user.

Data separationDocuSign tokens live in each tenant's own database, selected from the request's tenant context on every connection. A query issued in one tenant's context cannot address another tenant's data.
Per-user granularityAccess is keyed to the individual user and module, bounded by their own consent and by the modules enabled for them.
Blast radiusBecause each token is bound at DocuSign to the account and user that consented, a token could not grant access to a different customer's DocuSign account.

Shared across tenants by design — FranConnect's own assets, containing no customer credentials: the application's integration key and secret, the DocuSign endpoint URLs, and the envelope-ID-to-tenant routing lookup for inbound status callbacks.

Security controls and customer control

ControlImplementation
Revoke unilaterallyRemove the FranConnect application under DocuSign Settings › Apps and Keys / Connected Apps. The next token refresh fails and the integration stops — no action required by FranConnect.
Disable inside FranConnectRemoving the module account deletes the stored token outright. DocuSign can also be enabled or disabled per module.
Scope limitationA single signature scope, further limitable by authorizing a DocuSign user with a restricted permission profile.
Token rotationTokens are short-lived (8 hours) and refreshed roughly every 7 hours; each refresh persists the newly issued tokens.
Consent modelPer user, per module. No shared service account, no account-wide grant.
API authenticationThe service is an OAuth 2.0 resource server; its functional endpoints require a valid access token.
TransportOutbound DocuSign traffic uses HTTPS (TLS 1.2).

How to revoke FranConnect's access

You can disconnect the integration at any time, from either side.

1
From DocuSign — revokes at the source

Sign in to DocuSign, go to Settings › Apps and Keys (or Connected Apps), locate the FranConnect application and remove it. The next token refresh fails and the integration stops working.

2
From FranConnect

Open the DocuSign configuration screen for the module and remove the connected module account. This deletes the stored token outright. DocuSign can also be enabled or disabled per module.

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