---
schema_version: "1"
id: 160afe35f5ceef8160dcb207d8b8be0cf6dca43e2ce6d2435cce889550bee2d3
title: Create an OAuth 2.0 Named Credential to Connect to DocuSign
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/os_create_a_named_credential_for_docusign_23641.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.os_create_a_named_credential_for_docusign_23641.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c0e6cd3fc67f34d036a92bd1b4921df7ade3d7d985f8682435aacae9fad1c85f
description: Add a Named Credential using authentication provider information to create a secure connection. Omniscripts and Integration Procedures use these credentials to connect with DocuSign. Create a named credential for the admin who manages templates and your DocuSign account. You can also create a Send on Behalf named credential to send or sign DocuSign forms on behalf of other users.
products:
  - Omnistudio
release: "264"
---
# Create an OAuth 2.0 Named Credential to Connect to DocuSign

Add a Named Credential using authentication provider information to create a secure connection. Omniscripts and Integration Procedures use these credentials to connect with DocuSign. Create a named credential for the admin who manages templates and your DocuSign account. You can also create a Send on Behalf named credential to send or sign DocuSign forms on behalf of other users.

Before you begin: [Create an Authentication Provider to Connect to DocuSign](https://help.salesforce.com/s/articleView?id=xcloud.os_create_an_auth_provider_for_docusign_23564.htm&release=264.0.0&type=5 "Add an authentication provider for Salesforce to create a secure connection to your DocuSign account. Omnistudio uses these credentials to fetch document templates from DocuSign.")

1. In your Salesforce org, from Setup, enter Named in the Quick Find box, then select **Named Credentials**.
2. In the **New** dropdown list, select **New Legacy**.
3. For **Label** and **Name**, enter DocuSign.
4. For **URL**, enter https://demo.docusign.net.
5. For **Identity Type**, select **Named Principal**.
6. For **Authentication Protocol**, select **OAuth 2.0**.
7. For **Authentication Provider**, select **DocuSign**.
8. Enter a **Scope** of signature impersonation.
9. Ensure that **Start Authentication Flow on Save** is selected.
10. Ensure that **Generate Authorization Header** is selected.
11. Click **Save**.
    
    The DocuSign login window appears.
12. From the DocuSign login window, log in to DocuSign.
    
    This changes the Named Credential's **Authentication Status** to **Authenticated**.
13. If needed, create a Send on Behalf user.
    
    You can repeat the previous steps. In Step 3, enter a different **Label** and **Name**, for example, SendOnBehalf. You authenticate the Send On Behalf user with the the Send On Behalf user’s DocuSign account.

What’s next: [Add Omni Interaction Configuration Settings for DocuSign](https://help.salesforce.com/s/articleView?id=xcloud.os_add_omni_interaction_configuration_settings_for_docusign_23704.htm&release=264.0.0&type=5 "Provide DocuSign authorization by adding two Omni Interaction Configuration entries for DocuSign.")