Docusign eSignature
by Docusign
Docusign eSignature records each envelope sent, its recipients and their status, the templates and documents used, users and a full audit trail of events. Loaded into your Lake, envelopes can be matched to the deals, hires and purchases they close, and legal or sales operations can see where signing slows the business down.
- Category
- Productivity & Collaboration
- Type
- E-signature
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0, Signed JWT
02Data
What you can sync.
- Envelopes
- Recipients
- Templates
- Documents
- Users
- Audit events
Track Docusign eSignature envelopes next to the business results they serve, in DataPrism BI and AI Minds.
Need more? Name any other Docusign eSignature data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
- A signed JWT
Docusign eSignature uses OAuth 2.0 (client ID, client secret, refresh token) or a signed JWT. You add the credentials once, when the AI asks for them, and it tells you where to create them in Docusign if you need help.
04Questions
Questions you can answer.
Once Docusign eSignature data is in your Lake, ask an AI Mind in plain words or build the answer in DataPrism BI.
- What is the median time from envelope sent to completed, by template?
- Which recipients decline or let envelopes expire most often?
- How many envelopes did each department send per month?
- Which templates have not been used in six months?
05How it works
How it works in DataMind.
-
Pick Docusign eSignature.
Open Lake, pick Docusign eSignature in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Docusign eSignature API docs.
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Answer a few questions.
The AI reads the Docusign eSignature documentation, then asks which credentials you will use, which data to sync (for example envelopes and recipients), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Docusign eSignature data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
06Pairs
Works well with Docusign eSignature.
Sources teams join with Docusign eSignature in the Warehouse, each one connected the same way.
