DocuSign

DocuSign: Overview and setup

Connect DocuSign to automate electronic signatures and manage envelopes.

With the DocuSign integration, you can automate signature requests, track envelope status in real time, and use pre-built templates for recurring documents like NDAs or onboarding agreements. This speeds up approval cycles, reduces follow-up overhead, and keeps signature workflows moving.

Capabilities

By connecting DocuSign, your teams can:

Automate document signing: Trigger envelope creation during onboarding workflows for offer letters or NDAs.
Template-based workflows: Send standardized documents quickly using pre-configured templates.
Envelope status tracking: Monitor whether an envelope is sent, delivered, completed, or voided.
Self-service signing requests: Allow employees to request document signing through Atom.

Permissions

To connect DocuSign to Atomicwork, you need:

Org admin access in Atomicwork
An active DocuSign account with eSignature API access and permission to manage envelopes and templates.

The integration is authenticated with OAuth 2.0 with the following scopes:

OAuth Scope	Purpose
signature	Required for all envelope operations: creating, reading, updating, voiding envelopes, listing templates, and managing documents. Provides access to the DocuSign eSignature REST API.
extended	Allows the integration to refresh access tokens without requiring you to re-authenticate. Without this, tokens would expire and the integration would break.

Setup

Navigate to Settings > App Store > DocuSign.
Click Connect and choose your environment:
- Select Developer for testing
- Select Production for live accounts.
Authenticate using OAuth 2.0 by providing your DocuSign credentials.
Grant the required permissions to allow Atomicwork to manage envelopes and templates.

Supported workflow actions

Once connected, you can automate the following DocuSign actions within your Atomicwork workflows:

Action	Description
Get envelope	Retrieve the status and details of a specific envelope.
Create envelope	Create a new envelope with documents and recipients for signing.
Update envelope	Update an envelope to change its status, email settings, or void it.
Create envelope from template	Create an envelope from a pre-configured template.
Call API	Make generic API calls to any DocuSign endpoint.

Troubleshoot common issues

If you encounter issues while using the DocuSign integration, review the following common causes:

Error	Cause	Resolution
Invalid token	The system failed to auto-refresh your token.	Re-authenticate the integration to generate a new access token.
Client errors	Insufficient permissions, incorrect account ID, or the requested envelope doesn't exist.	Ensure your DocuSign account has sufficient permissions, verify the correct account ID, and confirm the envelope exists.
Environment mismatch	The environment selected during setup doesn't match your actual DocuSign account environment.	Verify that the environment selected during setup (Developer vs Production) matches your DocuSign account.
Document size limit exceeded	Documents exceed the 25MB limit per document.	Ensure documents do not exceed the 25MB limit per document.