Skip to main content

Configuring the Docusign Integration in Inventions

Emily Yeomans

Overview

The DocuSign integration in Inventions allows users to send Invention Disclosure Forms (IDFs) for electronic signature and automatically store the signed copies in the related technology records.

As of August 2025, the integration setup no longer requires Cayuse support or an on-premise connection. Setup now uses OAuth authorization and can be completed in minutes.

Once configured:

  • Inventors can receive automated DocuSign signature requests after verification of an IDF.
  • Completed and signed documents are automatically attached to the associated technology record in Inventions.
  • Multiple inventors’ signatures are correctly matched to their designated fields.

Prerequisites

  • Inventions Administrator permissions are required.

  • Institution’s DocuSign account credentials with sufficient permissions to authorize integrations are required.

  • The DocuSign account must allow API integrations and OAuth connections.

Configuration Steps

  1. Navigate to System Settings
    • In Inventions, go to Settings > System Constants.
    • Scroll to the bottom of the page to the Integrations section.

  2. Initiate Authorization
    • Click the Authorize DocuSign button.
    • You will be redirected to DocuSign’s secure login page.

  3. Log in to DocuSign
    • Enter your DocuSign credentials.
    • Review the requested permissions and Accept to authorize the connection.

  4. Confirmation
    • Upon successful authorization, you will be redirected back to Inventions with a success message.
    • The system securely stores your access token, refresh token, and expiration date.

  5. Error Handling
    • If authorization fails, an error message will appear describing the issue.
    • Errors are logged for troubleshooting—contact Cayuse Support if additional assistance is needed.

Using the Integration

Once configured:

  1. Complete and submit an IDF.
  2. Verify the form in Inventions.
  3. The system automatically sends the form to the listed inventors via DocuSign.
  4. Inventors complete their signatures through DocuSign.
  5. The signed PDF is automatically stored in the Uploads section of the technology record.

Benefits to Self-Service Setup

  • Self-service setup – No Cayuse support intervention required.
  • Secure OAuth connection – Uses the latest DocuSign cloud integration approach.
  • Automated workflow – Signatures requested and stored without manual uploads.
  • Multi-signer accuracy – Signature fields correctly assigned to each inventor.

Related articles