Docusign

The Docusign integration makes signature status available in your client work. Ask whether Contoso has signed the statement of work, who still needs to sign the change order, or what the completed engagement letter says, and Hebno answers from Docusign with each envelope cited. When a deliverable is ready for signature, Hebno prepares a draft envelope after you confirm, and you send it from Docusign yourself.

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At a glance

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Before you start

You need:

• A Docusign user in the account that sends your client agreements. If you belong to more than one Docusign account, you choose one when you connect.
• A Docusign permission profile that allows sending, such as DS Sender or DS Admin. A DS Viewer user can read envelopes but cannot create drafts.
• An allowed integration. An owner or admin sets Docusign to Allow under Admin → Connectors → Catalogue.

Hebno requests these OAuth scopes through the Docusign Authorization Code Grant: Docusign accounts are hosted in different regions. Hebno reads your account’s base URI from the Docusign user information endpoint, so accounts in North America, Europe, Australia and Canada connect the same way.

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Connect Docusign

Hebno reads and writes with your own permissions, so you see only the envelopes you sent, the envelopes you are a recipient on, and the shared envelopes and templates your Docusign user can open. Tokens are encrypted at rest. Select Disconnect at any time, or ask an admin to revoke the connection under Admin → Connectors → Connections.

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What Hebno reads

Reads are live. Hebno queries Docusign when a request needs it. Only what a reply used is stored with the conversation as its sources.

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What Hebno writes

Every write appears first as a confirmation card. You can change any field before you select Confirm. The deliverable is attached as a PDF or Word document of up to 25 MB. The draft appears under Agreements → Drafts in Docusign, where you place signature fields if the template does not include them, review it and select Send. Hebno never sends, resends, voids or corrects an envelope, signs on anyone’s behalf, or changes templates or account settings. Drafts are created as your Docusign user, so Docusign shows you as the sender.

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Link a project to an envelope

Linking marks which envelopes belong to an engagement, so you can ask “is everything signed?” without naming the envelope.

1. Open the project and select Brain.
2. Under Linked records, select Link record, then Docusign.
3. Search by envelope subject or recipient and select the envelope. Repeat for each envelope in the engagement, such as the statement of work and any change orders.

In chats tagged to the project, Hebno starts with the linked envelopes for any contract or signature question. Draft envelopes created from the project are linked automatically. See Linked records.

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Use Docusign in chat

• Attach: open the + menu, choose Sources → Docusign, and pick an envelope, a completed document or a template. Or type / and choose Docusign.
• Ask: name the client, document or signer in your request. For example:

  Which Contoso envelopes are still waiting for a signature, and who are they waiting on?

  Summarise the liability and payment terms in the signed Contoso engagement letter.

  Create a draft envelope for the pricing review statement of work with Sarah Chen as the client signer and Priya Nair copied.

• Research runs show a Checking Docusign step, with a chip for each envelope and document it read.
• Agents can read Docusign on a schedule, for example a Monday list of envelopes waiting more than five days. Writes an agent proposes appear in agent approvals for review.

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Troubleshooting

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Related

• How integrations work
• Permissions and access
• Linked records
• PandaDoc
• Adobe Acrobat Sign