Tracking signatures
“Who has not signed the supplier contract yet?”
The person asks and Skyller queries DocuSign with their login and lists the pending envelopes and who still has to sign.
Pending items in the conversation
Integration · Electronic signature
Track what was sent for signature and what is still pending. Below, the actions and events the vendor publishes, what it takes to start and where this fits into the work.
Actions and eventsDocuSign
DocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign, track, and manage documents electronically
335 ACTIONS
published by the vendor; the company enables only the necessary ones
0 EVENTS
triggers the system can send, when the vendor offers them
SIGN IN TO THE SERVICE ACCOUNT
each person signs in with their own credential, encrypted
APPROVAL BY RISK
sensitive actions show a card before running
Live proof
The scene uses actions the vendor publishes for DocuSign. In your company, only the functions turned on by the administrator come into play.
Input
A team member asks, in the conversation, for something that today requires opening DocuSign — inside their area's space, with their login.
What Skyller does
Result
DocuSign stops being an open tab and starts answering inside the conversation — through the functions your company enabled.
What this scene does not promise
Where this helps your work
Three common situations for people who use DocuSign every day. What Skyller does in each one depends on the functions your company turns on.
Tracking signatures
The person asks and Skyller queries DocuSign with their login and lists the pending envelopes and who still has to sign.
Pending items in the conversation
Sending
Sending for signature is a sensitive action: Skyller shows the card with document and signers and only sends it through DocuSign after Approve.
Sending with approval
Administering
The administrator turns on reading for the team and keeps cancellation restricted in DocuSign. Every call is recorded.
Only the enabled functions
Actions and events
Names as the vendor publishes them, in English, with the description summarized to its first sentence. In your company, the administrator turns on only the necessary actions; none of them runs without permission, and sensitive ones go through approval.
Add contacts to contacts list
DOCUSIGN_ADD_CONTACTS_TO_CONTACTS_LIST
Adds multiple contacts to a user's contacts list in DocuSign.
Add Email Overrides To Envelope
DOCUSIGN_ADD_EMAIL_OVERRIDES_TO_ENVELOPE
Adds or modifies email override settings for a specific DocuSign envelope, allowing customization of the reply-to email address and name, as well as BCC email addresses for archiving purposes.
Add envelope attachments
DOCUSIGN_ADD_ENVELOPE_ATTACHMENTS
Adds one or more envelope attachments to a draft or in-process envelope in DocuSign.
Add existing brand to group
DOCUSIGN_ADD_EXISTING_BRAND_TO_GROUP
This endpoint adds one or more existing brands to a specified group in DocuSign. It allows users to associate multiple brands with a group, enabling customized branding for different groups within an account.
Add file to workspace
DOCUSIGN_ADD_FILE_TO_WORKSPACE
This endpoint adds a file to a specific folder within a DocuSign workspace. It allows users to upload and organize files in their DocuSign account, enabling better document management and collaboration.
Add members to signing group
DOCUSIGN_ADD_MEMBERS_TO_SIGNING_GROUP
This endpoint adds one or more new members to a specified signing group within a DocuSign account.
Add new users to a specified account
DOCUSIGN_ADD_NEW_USERS_TO_A_SPECIFIED_ACCOUNT
This endpoint adds new users to a specified DocuSign account, allowing bulk creation of up to 500 users in a single call. It's ideal for quickly setting up multiple users with customized permissions and settings.
Addorupdateaccountstamps
DOCUSIGN_ADD_OR_UPDATE_ACCOUNT_STAMPS
Add or update account-level stamps (Japanese Hanko-style stamps) in DocuSign. Stamps are pre-configured signature images that can be applied to documents.
Add or update user custom settings
DOCUSIGN_ADD_OR_UPDATE_USER_CUSTOM_SETTINGS
Adds or updates custom user settings for a specified DocuSign user.
Addorupdateusersignature
DOCUSIGN_ADD_OR_UPDATE_USER_SIGNATURE
This endpoint allows you to add or update a user's signature in DocuSign. It provides comprehensive management of signature properties, including the signature image, font, initials, and stamp details.
Add part to chunked upload
DOCUSIGN_ADD_PART_TO_CHUNKED_UPLOAD
Adds a chunk or part to an existing chunked upload in DocuSign. This endpoint is used for uploading large files in smaller pieces, allowing for documents that exceed standard file size limits.
Add step to envelope workflow
DOCUSIGN_ADD_STEP_TO_ENVELOPE_WORKFLOW
This endpoint adds a new step to an existing envelope's workflow in DocuSign.
Before you start
Questions from the people who decide
Related integrations
Next step
Try it free with your team or book a demo: together we pick the DocuSign functions to enable and show the first approved action, with fictitious data.