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Welcome to Datagrid
Welcome to Datagrid
Docusign

Docusign

The DocuSign connector allows you to seamlessly pull data from your DocuSign account into Datagrid. This integration enables you to leverage Datagrid's powerful data analysis and visualization tools with your DocuSign data, providing enhanced insights and reporting capabilities for your electronic signature workflows.

1. How-to

1. Prerequisites

To configure the DocuSign connector, follow these steps:

  • An active DocuSign account with the necessary permissions to access the envelopes and data you want to import into Datagrid.
  • A DocuSign API key (OAuth 2.0 Access Token). You can generate this from your DocuSign account settings under "Apps and Keys."
  • Select the data you want to import into Datagrid

2. Connect

Creating a dataset from the DocuSign connector involves selecting the specific data you want to import via DocuSign:

  1. Connect DocuSign App: a. Click on the "+ Create” Button on the top left of the screen. b. Select the "Connect Apps" item. c. Search for the DocuSign connector from the list. d. Login with your DocuSign account. DocuSign may prompt you to authorize Datagrid's access to your DocuSign data. Grant the necessary permissions to proceed. e. Click on the “Next” button.
  2. Pick your Data: a. Pick the DocuSign data you want to include in your dataset (e.g., Envelopes, Documents, Recipients). b. Click the “Start First Import” Button to start syncing your DocuSign dataset.

3. Set Up a Schedule

Scheduling regular data pulls ensures your Datagrid datasets remain up-to-date with the latest information from DocuSign:

  1. Navigate to DocuSign Dataset: a. Go to the left side panel and locate and click on the DocuSign dataset you created.
  2. Schedule Settings: a. Click on the “...” on the top right of the dataset. b. Click on “Edit Pipeline” to edit your connector's name. c. Click the “Schedule” button on the right, beside the “Import Configuration” button.
  3. Configure Schedule: a. Set the desired frequency for data pulls (e.g., daily, weekly, monthly). b. Specify the time of day for the data pull to occur. c. Specify downtime if needed – when the sync should not happen. d. Click the “Update” button to update the new configuration.

2. Data Access

  • Envelopes
  • Documents
  • Recipients
  • Tabs (Data Fields)
  • Signatures
  • Audit Logs
  • Folders
  • Templates

3. Use Cases

  • Envelope Status Tracking: Use Datagrid to analyze DocuSign's envelope data to track key metrics such as completion rates, time to sign, and status changes.
  • Document Analysis: Integrate DocuSign's document data with envelope data in Datagrid to track document versions, identify frequently used templates, and improve document management.
  • Recipient Analysis: Combine DocuSign's recipient data with envelope data in Datagrid to track recipient signing behavior, identify bottlenecks in the signing process, and improve recipient engagement.
  • Compliance Monitoring: Use Datagrid to monitor DocuSign data for compliance violations, track signature authenticity, and ensure data security.
  • Workflow Optimization: Integrate DocuSign data with other business data in Datagrid to automate workflows, streamline processes, and improve overall efficiency.

4. FAQ

Q: What types of data can I import from DocuSign into Datagrid?

  • A: You can import a wide range of data, including envelopes, documents, recipients, tabs (data fields), signatures, audit logs, folders, and templates.

Q: How often can I schedule data pulls from DocuSign?

  • A: You can schedule data pulls daily, weekly, or monthly, depending on your needs.

Q: What permissions are required to connect DocuSign to Datagrid?

  • A: You need an active DocuSign account with the necessary permissions to access the envelopes and data you want to import into Datagrid. Ensure you have the correct API key (OAuth 2.0 Access Token).

5. Support & Additional Resources