Docusign (20)

Updated on 03 Jul 2024
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DocuSign is a leading electronic signature and digital transaction management service that allows organizations and individuals to send, sign, and manage documents electronically. It helps streamline business processes by replacing manual, paper-based methods with a secure, digital solution.

Integrating DocuSign with SymphonyAI Service Automation enhances document signing and management by automating processes, improving monitoring, and streamlining workflows. This integration helps automate routine tasks, improve monitoring and alerting, enforce compliance, and streamline workflows, ultimately leading to better management of document resources and enhanced operational efficiency.

Skill List

Serial No	Skill	Description
1	Lookup the Field	Lookup the Field in Docusign under the category Docusign.
2	Lookup the Fileds	Lookup the Fileds in Docusign under the category Docusign.
3	Remove the recipient from the envelope	Remove the recipient from the envelope in Docusign under the category Docusign.
4	Add the recipient to the envelope	Add the recipient to the envelope in Docusign under the category Docusign.
5	Lookup the documents in an envelope	Lookup the documents in an envelope in Docusign under the category Docusign.
6	Lookup the recipient in an envelope	Lookup the recipient in an envelope in Docusign under the category Docusign.
7	Get the list of documents	Get the list of documents in Docusign under the category Docusign.
8	Get the bulk send list	Get the bulk send list in Docusign under the category Docusign.
9	Lookup the template Fields	Lookup the template Fields in Docusign under the category Docusign.
10	Get Roles	Get Roles in Docusign under the category Docusign.
11	Delete Bulk send list	Delete Bulk send list in Docusign under the category Docusign.
12	Update the user	Update the user in Docusign under the category Docusign.
13	Get the group list(metadata)	Get the group list(metadata) in Docusign under the category Docusign.
14	Lookup the template per account	Lookup the template per account in Docusign under the category Docusign.
15	Create user	Create user in Docusign under the category Docusign.
16	Remove user from the group	Remove user from the group in Docusign under the category Docusign.
17	Lookup the groupid	Lookup the group ID in Docusign under the category Docusign.
18	Get the user details	Get the user details in Docusign under the category Docusign.
19	Get Accounts	Get Accounts in Docusign under the category Docusign.
20	Add user to group	Add user to group in Docusign under the category Docusign.

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End User Automation (2)

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Skill List