DocuSign Integration Capabilities
Last Updated August 21, 2025
Brief Overview
DocuSign is an American company that allows organizations to manage electronic agreements, by connecting and automating the entire agreement process. DocuSign offers eSignatures, a way to electronically sign documents.
Security Overview
Read more about the menu's integration security and Enterprise Search.
Use Cases
This menu integration comes with the enterprise search capabilities and a homepage widget. In both we will display “envelopes”. An envelope is a DocuSign transaction.
The widget provides the following:
View envelopes in two states
- Action required - envelopes waiting for my signature
- Waiting for others - envelopes waiting for others to sign
View a list of people who haven't sign yet and send a reminder
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