Signed contracts to the records system
When an envelope completes, a flow transfers the agreement into the contract folder in Laserfiche or SharePoint.
Documents & signaturesConnector
DocuSign integration
for city contracts and forms
DocuSign eSignature is used by city purchasing, legal, HR and permit offices to collect signatures on contracts, agreements and forms. Each request is an envelope that moves from sent to completed.
Pre-built connector
DocuSign eSignature
- Tier
- Pre-built connector
- Category
- Documents & signatures
- Sign-in
- OAuth 2.0 with rotating refresh tokens
- Paging
- single response
§ Overview
What connecting DocuSign does.
SentraBridge reads envelopes changed since the last run and creates new envelopes from templates. Flows can record a signed status in another system or file the completed agreement. Envelope details pass through SentraBridge without being stored; run history shows counts and envelope IDs.
- Envelopes: Read envelopes; create and send new envelopes.
- Changed envelopes: Read only envelopes whose status changed since the last run.
- Status and dates: Status, subject, sent, completed and status-changed times.
What SentraBridge can do with DocuSign eSignature
| resource | read | write | changes only | fields |
|---|---|---|---|---|
| Envelopes | list, read one | create | yes | Envelope ID, Status, Subject, Sent, Completed, Status changed |
§ Use cases
What cities connect DocuSign for.
Contract status in the ERP
Completed envelopes update a contract tracking table in SQL Server that purchasing and finance report from.
Offer letters from new hires
New hires read from NEOGOV get an offer or onboarding envelope sent from a DocuSign template.
Stalled envelopes reminder
Envelopes still out after ten days are listed and emailed to the contract administrator each Monday.
§ How it works
How to connect DocuSign
- 01Get accessCreate an integration key (app) in the city's DocuSign account.
- 02Add the connectionHave an account admin give consent once to get a refresh token.
- 03Preview real recordsUse account-d.docusign.com for the developer sandbox, account.docusign.com for production.
- 04Turn it onPreview recent envelopes to confirm the account and permissions.
§ Often connected with
DocuSign and the rest of city hall.
Systems cities commonly connect with DocuSign, each with its own connector page.
§ FAQ
DocuSign integration questions
Does DocuSign have an API?
Yes. The DocuSign eSignature REST API lets apps create envelopes and read their status, signed in with OAuth.
Can DocuSign send completed contracts to Laserfiche?
Yes. A flow reads completed envelopes and uses the Transfer file step to move the signed document into a Laserfiche folder with metadata.
Does SentraBridge store signed documents?
No. Documents and envelope data pass through memory during a run. Only counts, timings and envelope IDs are kept.
§ Next
Related connectors
Connect DocuSign eSignature to the rest.
We'll set up a workspace with your systems in a sandbox and build your first flow with you.