DocuSign is a leading electronic signature platform that simplifies document signing and management. With Relevance AI, you can elevate your document workflows by incorporating AI-driven insights and automation.
DocuSign streamlines the electronic signing process, while Relevance AI empowers you to automate and optimize these workflows with AI Agents that can adapt and respond to your needs.
Document Intelligence Mastery
AI agent gains advanced capabilities to analyze, classify, and process complex documents with DocuSign's robust document management system
Workflow Orchestration
Agent seamlessly coordinates multi-step document processes, automating routing and approval sequences across organizations
Integration Synthesis
Seamlessly connects multiple systems and data sources through DocuSign's API to create unified document workflows
Relevance AI integrates seamlessly with DocuSign to enhance your document signing workflows with intelligent automation.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A DocuSign account
- A Relevance AI account with access to your project settings
- Authorization credentials (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
This integration enables seamless electronic document signing and management workflows between DocuSign and Relevance AI. Key benefits include automated signature request creation and management, document download and storage capabilities, template-based document processing, and OAuth-based secure authentication.
To get started, ensure you have the required accounts and credentials, including a DocuSign account with API access and a Relevance AI account with an API key. Your environment should meet the system requirements, including Node.js v12 or higher and HTTPS enabled.
Installation is straightforward: install the Relevance AI client using npm, configure your OAuth credentials, and initialize the integration with your project ID and API key.
For a quick start, you can create a signature request by defining the necessary parameters and calling the appropriate transform method. The expected response will include the envelope ID and status of the request.
Downloading documents is equally simple; just specify the envelope ID and desired download type, and you’ll receive the documents as needed.
In case of issues, common errors include authentication errors, template access issues, API rate limiting, and document download failures. Solutions are provided for each scenario to help you troubleshoot effectively.
Implementing best practices such as error handling and status monitoring will ensure your integration runs smoothly. For further assistance, consult the DocuSign API Documentation or reach out to Relevance AI support.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the DocuSign + Relevance AI integration without writing code:
- Start with a clear DocuSign template: Ensure your templates are well-defined with appropriate fields and settings for smooth processing.
- Utilize automated workflows: Leverage Relevance AI's capabilities to automate signature requests and document management for efficiency.
- Verify OAuth credentials: Double-check your OAuth account ID and ensure all necessary permissions are granted during setup.
- Test with sample documents: Use test envelopes and documents to validate your integration before deploying it in a live environment.
- Monitor envelope statuses: Regularly check the status of your signature requests to ensure timely follow-ups and avoid delays.
