Docusign eSignature
Get agreements signed with Docusign. Agents find envelopes and templates, prepare drafts from templates or files, send them, remind and correct signers, void envelopes and file the signed PDFs.
- Category
- E-signature
- Ways to connect
- 2
- Actions for agents
- 12
- Triggers
- 0
Ways to connect
A company admin connects Docusign eSignature from the Integrations page in Everdeck. Keys, tokens and secrets are encrypted before they're stored, and the connection's Test button checks it works before any agent uses it.
Every way in uses an app you create with Docusign eSignature, so access stays under your control. The setup guide walks you through it.
Docusign eSignature must approve your app or your API access before it can reach your live account. Allow time for that review.
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Your Docusign app (sign in) Your OAuth app
Create an OAuth app of your own with Docusign eSignature, paste its client ID and secret into Everdeck, then sign in to Docusign eSignature and approve access. Access runs through your own app, never one Everdeck shares with other customers.
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JWT grant (no sign-in after one-time consent) Service account
Create a service account or key of your own with Docusign eSignature and paste it into Everdeck. The connection then works without anyone signing in each time.
What agents can do with Docusign eSignature
An agent can only use the actions its charter grants. Each action has a risk tier, and the tier decides whether it runs on its own, asks first or always asks a person.
Runs on its own 8
Looking things up, writing to Everdeck's own records and changes one step can undo. Once an agent's charter grants one of these, it runs without asking, unless you set it to Ask first in the charter or one of your approval rules covers it.
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Find envelopes Tier 0 · Read Outside content
List envelopes whose status changed since a date, optionally filtered by current status, folder or free text. Returns each envelope's id, subject, status, sender and key dates (up to 1,000 per page). Drafts have the status created.
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Read an envelope Tier 0 · Read Outside content
Read one envelope with its status, signers and their progress (sent, delivered, signed, declined with reason), documents and custom fields. Docusign allows one status check per envelope every 15 minutes, so do not use this to wait for a signature; signing events arrive as triggers.
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Read filled-in values Tier 0 · Read Outside content
Read the values signers entered or that were pre-filled in an envelope's fields (names, dates, text boxes, checkboxes), overall and per signer. Needs the account's sending setting "Allow sender to download form data".
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Find templates Tier 0 · Read Outside content
List the account's templates, optionally searching their names. Returns id, name, description, email subject, owner and when each was last used.
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Read a template Tier 0 · Read Outside content
Read a template's roles (the roleName each signer or copy recipient fills), signing order, documents and default email. Call this before create_draft_from_template.
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Draft an envelope from a template Tier 2 · Reversible
Create a draft envelope from a template, assigning a person to each role and optionally pre-filling fields. Nobody is emailed until send_envelope is called; the draft appears in the sender's Drafts folder.
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Draft an envelope from a file Tier 2 · Reversible Outside content
Create a draft envelope from a PDF or Word file for one or more signers. Signer N signs where the document contains the text /snN/ (for example /sn1/ for the first signer) and the signing date goes where it contains /dsN/. Nobody is emailed until send_envelope is called.
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Save the signed PDF Tier 0 · Read Outside content
Download an envelope's documents as one PDF (with the certificate of completion by default), save it to the company's files and return its text. Use it once the envelope is completed.
Asks first 3
Anything a customer or the public sees. By default a charter grants these as Ask first: the agent sends an approval request and waits for a yes. A company admin can switch one to Auto in the charter after confirming with their second factor. Even then, once an agent has read outside content, such as a customer's email, its tier 3 and 4 actions need a person by default for the rest of that session.
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Send a draft envelope Tier 3 · External Outside content
Send a draft envelope. Docusign emails the first signers right away; this cannot be undone (only voided).
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Remind signers Tier 3 · External Outside content
Email the envelope again to the recipients whose turn it is to sign, as a reminder. Works only for envelopes still out for signature.
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Correct a signer's email or name Tier 3 · External Outside content
Change a signer's email address or name on a sent envelope, for example after an email bounced, and send it to them again. The email counts as new even if unchanged, so a correction email always goes out. Signers who already signed cannot be changed.
Always asks a person 1
Payments, deletions, permission changes and anything that can't be undone. A person approves every use, and no charter or approval rule can switch that off.
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Void an envelope Tier 4 · Money or irreversible Outside content
Cancel an envelope that is out for signature. Recipients are emailed the reason and can no longer sign; this cannot be undone. Completed envelopes and drafts cannot be voided.
Actions marked Outside content return what people outside your company may have written, such as emails or comments. Agents treat it as information to check, never as instructions.
What can start work
Nothing in Docusign eSignature starts agent work by itself. Agents use it while they work on tasks from the board, from other agents or from the sources on the Intake page.
Work an agent can take on
Examples for apps in E-signature. What an agent does with Docusign eSignature depends on the actions you grant it.
- Draft an agreement from a template for a person to check and send.
- Check which documents are still waiting for signatures and remind signers once you approve.
- Save the signed copy when everyone has signed.
Set it up
The Docusign eSignature setup guide walks through each way to connect: what to set up first and the fields to fill in.
Docusign eSignature is a separate service with its own terms. Everdeck isn't affiliated with or endorsed by it.
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