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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, templates and contacts want to manage with Datagrid AI Agent.

2. Connect

First you need to Create an AI Agent and give it access to your Docusign account :

  1. Once you are logged in to Datagrid: a. Click on the "+ Create" button on the top left of the screen. b. Select the "AI Agent" item. c. Click on "Create Default Agent." d. Go to Agent "Configuration" option under the three dots on the top right corner. e. Select Actions and enable DocuSign in the list of actions presented to you.
  2. Add your Docusign credentials
    1. Click on 'Settings' on the bottom left of your screen in the left menu.
    2. In the opened popup, click on 'Manage Apps'.
    3. Search for 'DocuSign' in the search field.
    4. Click on the DocuSign option and then click '+ Add Connection'.
    5. Click the 'Login to DocuSign' button and enter your DocuSign credentials in the screen that follows.
    6. Authorize Datagrid AI to access your DocuSign account.
    7. Click on Add connector to complete this connection
  3. Use this credential in the Agent:
    1. Return to the Agent created in step 1 and access its configuration (refer to step 1 if needed).
    2. Click on Actions, then in the DocuSign Action section, click on 'User credentials' and select the credential created in step 2.
    3. Click 'Save Changes' at the top to save this configuration.

2. Data Access

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

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: 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 manage into Datagrid with the AI Agent.

5. Support & Additional Resources