DocuSign
DocuSign Usage Monitoring
About DocuSign
DocuSign is a leading e-signature platform that enables businesses to send, sign, and manage agreements digitally. It streamlines document workflows and improves efficiency. Monitoring DocuSign usage is important for managing subscription costs and ensuring that licenses are being used effectively. This is similar to monitoring other document management platforms like Adobe Cloud or Google Workspace.
Prerequisites
To begin monitoring DocuSign, ensure you have the following components and permissions in place:
- OpenLM Components: OpenLM Cloud Broker and OpenLM SLM are required.
- Platform-specific Requirements: You'll need administrative access to your DocuSign account to generate an API key and obtain the necessary user ID and account ID.
Configuring data collection
Follow these step-by-step instructions to set up data collection for DocuSign in OpenLM Cloud Broker:
- Enable API Access: In your DocuSign admin console, create an integration key and generate a user ID with read-only access to user and envelope data.
- Add Credentials: In the OpenLM Cloud Broker dashboard, find the DocuSign integration and enter user ID, Account ID, Organization ID, Private Key and Integration Key.
- Verify Connection: Test the connection to ensure that OpenLM can successfully retrieve data.
- Approve in OpenLM: Approve the new data source within the License Servers section.
- See Data: You can now view usage data for DocuSign in the OpenLM Allocation service.
Viewing reports
Access your reports to analyze usage patterns.
- User Activity Trends: Track the number of envelopes sent and signed by each user.
- Expired/Unused License Reports: Identify and reclaim licenses from inactive users to save on costs.