---
title: "Setting up a Connection"
slug: "oss-workato-setting-up-connection"
updated: 2026-02-18T18:35:39Z
published: 2026-03-10T14:01:04Z
canonical: "docs.onespan.com/oss-workato-setting-up-connection"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.onespan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up a Connection

The **OneSpan Sign** connector enables you to integrate digital signature workflows into your automation processes. It provides:

- Pre-built actions and triggers for the [OneSpan Sign API](https://community.onespan.com/products/onespan-sign/sandbox)
- Secure authentication options
- Easy integration into Workato recipes for signing documents

### Prerequisites

Before creating a connection, ensure you have valid API credentials. You can obtain these from your [OneSpan Sign admin](/v1/docs/managing-api-access-and-authentication-settings) portal.

It is recommended that you use one of the following authentication methods:

- OAuth 2.0
- API Keys
- API Tokens

If these features are not enabled for your account, contact our [Support Team](https://www.onespan.com/support).

### Connection setup

1. Sign in to your Workato account.
2. Go to **Connections** and create a new connection using the **OneSpan Sign** connector.
3. Enter a **Connection name** to identify this connection.

![Workato connection setup screen for OneSpan Sign.](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/plt-connection-setup-180226-164734_page_0001_img_01.png)

4. Select the **Location** where the connection will be stored.

1. Enter the **Base URL** of your OneSpan Sign environment. For example: `sandbox.esignlive.com`.
2. Choose an **Authorization type** for your OneSpan Sign connection. Available options include:
  - API Key
  - OAuth2 Client Credentials
  - Client App Credentials
  - Login Credentials

For example, to use OAuth2 Client Credentials:

- Select **OAuth2** as the **Authentication type**.
- Provide the **Client ID** and **Client secret** from your [OneSpan Sign admin portal](/v1/docs/managing-api-access-and-authentication-settings).
- Click **Connect** to establish the connection.

Once the connection is created, you can begin using OneSpan Sign actions, triggers, and custom actions in your recipes.

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