Eversign is a leading electronic signature platform that enables secure, legally-binding document signing and management.
Enhance your document workflows with AI Agents that can automate the entire signing process from generation to completion.
Eversign provides secure, legally-binding electronic signatures for streamlined document processing. Relevance AI transforms this into intelligent document workflows with AI Agents that can automatically generate, route, and track documents through the signing process.
Seamless Workflow Orchestration
The agent automates document workflows, ensuring smooth transitions between tasks.
Intelligent Data Population
The agent pulls relevant data from systems to auto-fill documents, reducing manual input.
Real-Time Status Tracking
The agent monitors document statuses and provides instant updates to stakeholders.
Relevance AI gives you access to Eversign's electronic signature and document management capabilities within your automated workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- An Eversign account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The integration leverages secure OAuth authentication to safely access your Eversign document workflows and e-signatures. Relevance AI manages API operations seamlessly in the background—handling document creation, signing requests, and status tracking automatically.
Built-in validation ensures your e-signature workflows execute reliably, with proper formatting and authentication at every step.
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.
Best Practices for Non-Technical Users
To get the most out of the Eversign + Relevance AI integration without writing code:
- Organize document templates: Create well-structured templates in Eversign for consistent document processing.
- Set clear permissions: Configure appropriate access levels and signing roles for automated workflows.
- Use proper authentication: Ensure OAuth credentials are correctly configured for secure API access.
- Monitor document status: Track document states through the integration to prevent workflow bottlenecks.
- Handle callbacks wisely: Set up reliable webhook endpoints to process document completion events.
