Ready to get started?

Learn more about the CData ODBC Driver for DocuSign or download a free trial:

Download Now

Update DocuSign Data with a Microsoft Access Linked Table

Update DocuSign data by creating a linked table in Microsoft Access with the CData DocuSign ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for DocuSign, you can update live DocuSign data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to DocuSign as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

To connect to DocuSign, set the following connection properties:

  • UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
  • AccountId (optional): set it in the connection string if you have access to multiple Account Ids

Authenticating to DocuSign

DocuSign uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.

Create a Linked Table to Documents Data

Follow the steps below to create a linked table, which enables you to access live Documents data.

  1. On the External Data tab in Access, click ODBC Database.
  2. Select the option to link to the data source. A linked table will enable you to read and write data to the Documents table.
  3. Select the CData DocuSign data source from the Machine Data Source tab.

  4. Select the Documents table. For more information on this table, see the "Data Model" chapter in the help documentation.
  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.