---
schema_version: "1"
id: d077bc7ac93b7b666ffee26806cd93b5a7a1b2aec76ac0bc7d669545401d7225
title: Create an OAuth 2.0 Named Credential to Connect to DocuSign (Managed Package)
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_vlocity.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.os_create_a_named_credential_for_docusign_vlocity.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 545e0e412966c18a224d53065706e061f59d57fc7577dd7d16ea193073001b37
description: For the managed package runtime, 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 (Managed Package)

For the managed package runtime, 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:

![Managed Package app icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-omnistudio_for_managed_packages-264-0-0-production-enus/aa2554ec-624a-4ee6-8da4-6435670e6e62/resources-global/_corporate/images/managedpackageicon.png) This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see [Omnistudio Help](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_standard.htm&language=en_US).

[Create an Authentication Provider to Connect to DocuSign (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_create_an_auth_provider_for_docusign_vlocity.htm&release=264.0.0&type=5 "For the managed package runtime, 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: [Link Your Salesforce Org to Your DocuSign Account (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_link_your_salesforce_org_to_your_docusign_account.htm&release=264.0.0&type=5 "For the managed package runtime, configure the DocuSign Admin page and create a Remote Site Setting for DocuSign so you can retrieve the templates from your DocuSign account.").