Source: https://manu-tests-all-orgs.docs-staging.pageloop.ai/integrations/other-integrations/docusign

# DocuSign

# 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.                                                              |

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