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Module 06 · Integrations

Docusign

Let Legal and Sales check the status of Docusign envelopes and read agreements. Read only, and sending for signature is never run from chat.

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Docusign is where agreements get signed. Once you connect it, your assistants can check which envelopes are still waiting and read the agreements, so you always know where a contract stands.

Which assistants use it#

Legal works with contracts, and Sales checks which proposals are still waiting for a signature.

What assistants can do#

Docusign connects through the tool's own hosted connector, and it is read only.

AbilityHow it runs
Check the status of an envelopeReads on its own
Read agreementsReads on its own
Send an envelope for signatureNever run from chat
Anything else that would change an agreementNever run from chat

Setup#

  1. In Docusign, open the area for apps and integration keys and create an integration key.
  2. Generate an access token for the account the assistants should use.
  3. Open Integrations in StellarFirm.
  4. Pick Docusign.
  5. Paste the token, switch on the live option, and press Connect.

Permissions#

  • The assistants can read what the token's account can read.
  • Nothing here waits for an Approve because nothing here changes data. Sending something for signature is never run from chat, so the assistants cannot send a contract to anyone. You do that in Docusign.
  • Revoke the token in Docusign whenever you want to cut access.

Good to know#

  • Docusign access tokens may expire. If the assistants say they cannot reach Docusign, create a fresh token and paste it again.
  • Docusign has a separate demo environment for testing. Try the connection there first if you want to see how it behaves with no real contracts.
  • Ask a question with an answer, such as "which envelopes are waiting for a signature", and the assistant gives you a short list.

Prompts to try#

PromptSee what is waiting
Legal, which Docusign envelopes are still waiting for a signature? List who has not signed yet.
PromptCheck one contract
Legal, what is the status of the envelope for [counterparty]? Read only.
PromptRead an agreement
Legal, read the signed agreement with [counterparty] and give me the term, the parties, and any renewal date.