Introduction
Connect DocuSign to Sana to read documents. Extract key information and summarize documents. In summary, the connector has the following key characteristics:
Category: Documents
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
List documents |
Read documents |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Docusign. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Download documents |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
signature | Create, send, and manage envelopes and signatures on your behalf in DocuSign |
extended | Access additional DocuSign account data and features beyond basic signing (templates, users, advanced envelope settings) |
openid | Confirm your identity using DocuSign (single sign-on / user profile information) |
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Docusign in the list of available integrations
Scroll to the Available integrations section and locate Docusign.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Docusign and approve the requested scopes
You'll be redirected to Docusign to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Docusign account. Click Continue to complete the setup and start using the connector.
Known limitations
Read-only: The connector can only read documents — it cannot create or send them.
Documents: Only documents you created in DocuSign are accessible. Documents you received from others are not.
Search: The connector can only list your documents, not run a filtered search to find them.