Integrations

Supercharge Papersign with Relevance AI

Papersign is a powerful platform for document signing and management that allows you to automate workflows through API calls. By integrating with Relevance AI, you can elevate your document processes with smart automation and AI-driven insights.

Give your AI Agents Papersign Superpowers

Papersign streamlines document management and signing processes, while Relevance AI empowers these workflows with intelligent automation and AI Agents that can adapt and respond to your needs.

Intelligent Document Orchestration

The AI agent seamlessly coordinates complex document workflows, automating routing and approval sequences based on content analysis.

Predictive Compliance Mastery

Advanced pattern recognition enables the agent to ensure document compliance and maintain audit accuracy across multiple regulatory frameworks.

Proactive Process Enhancement

The agent identifies bottlenecks and suggests workflow improvements before they impact efficiency.

Tools

Equip AI Agents with the Papersign Tools they need

Relevance AI seamlessly integrates with Papersign to enhance your document signing workflows.

Papersign - Send Document
Sends documents for electronic signature through Papersign, allowing customization of expiration dates, invite messages, recipient lists, and automatic reminder settings for efficient document signing workflows.
Papersign - Get Document
Retrieves a specific document from Papersign using document ID, providing access to document details and status information through authenticated API calls.
Papersign - Copy Document
Creates a duplicate of an existing Papersign document with options to specify new name, location, and organizational parameters within spaces or folders.
Name
Papersign API Call
Description
Make an authorized request to a Papersign API
Parameters
["OAuth authentication", "HTTP methods (GET, POST, PUT, DELETE, PATCH)", "Custom headers", "Request body support", "Response handling"]
Use Case
A legal firm automates their document signing workflow by using Papersign API calls to programmatically send contracts for signature and track their status, reducing manual processing time from hours to minutes while maintaining a complete audit trail.
Quick Start

Connect Papersign to Relevance AI in minutes

Security & Reliability

The Papersign integration platform utilizes secure OAuth authentication, ensuring that only authorized workflows can access your document signing and management processes. Relevance AI manages API operations (such as sending, retrieving, and copying documents) in the background—eliminating concerns about errors, formatting, or limits.

With built-in validation and type conversion, your document workflows run seamlessly, even when data formats differ. This integration streamlines the signing process, automates document workflows, and enhances overall document management efficiency.

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.

Get Started

Best Practices for Non-Technical Users

To get the most out of the Papersign + Relevance AI integration without writing code:
  • Start with clear document templates: Use consistent naming conventions and formats for your documents to streamline the signing process.
  • Utilize automated workflows: Leverage Relevance AI's capabilities to automate document sending and retrieval, reducing manual effort.
  • Verify recipient details: Double-check email addresses and contact information for all signers to ensure successful document delivery.
  • Test your API calls: Use test documents and accounts to validate your integration before deploying it in a live environment.
  • Monitor API usage: Keep an eye on rate limits and quotas to avoid disruptions in your document workflows.