DocuSign Source Connector

The DocuSign Source Connector allows you to integrate DocuSign envelopes as a data source for your pipelines. This connector retrieves signed documents, contracts, and agreements from your DocuSign account, making it ideal for processing legal documents, contracts, or any document-based content for your RAG applications.

Before you begin

Before starting, you'll need:

• A DocuSign account
• Your DocuSign Account ID
• Appropriate permissions to access envelopes in your DocuSign account

Configure the connector

To configure a connector to your DocuSign account:

1. Click Source Connectors from the main menu.

2. Click New Source Connector from the Source Connectors page.

3. Select the DocuSign card.

   

4. Enter a name for your integration.

5. Click Authorize and complete the OAuth process.

   

6. Enter your DocuSign Account ID.

Configuring the DocuSign Connector in a RAG Pipeline

When configuring the DocuSign connector in a pipeline, you can specify the following options:

Envelope Filtering Options

Status Filters

• Envelope Statuses: Filter envelopes by their current status. You can select multiple statuses or choose "All" to include envelopes in any status:
  • Completed: Envelopes that have been fully signed by all parties
  • Correct: Envelopes that have been corrected
  • Created: Newly created envelopes that haven't been sent yet
  • Declined: Envelopes that have been declined by recipients
  • Delivered: Envelopes that have been delivered to recipients
  • Sent: Envelopes that have been sent to recipients
  • Signed: Envelopes that have been signed (but may not be completed)
  • Voided: Envelopes that have been voided/cancelled
  • All: Include envelopes in any status

Date Range Filters

• Created From Date: Include envelopes created on or after this date (required). Format: YYYY-MM-DD. Defaults to the current date.
• Created To Date: Include envelopes that were last updated up to this date (optional). Format: YYYY-MM-DD.

Content and Limit Filters

• Max Envelopes: Maximum number of envelopes to retrieve. Leave blank for no limit, or specify a maximum number.
• Search Text: Filter envelopes containing this text in the email subject, sender, body, or custom fields (optional).

Troubleshooting

If your DocuSign connector is not retrieving envelope data properly, check the following:

Authentication Issues

1. OAuth credentials: Ensure your Client ID and Client Secret are correct and active
2. Account ID: Verify that your Account ID matches your authenticated DocuSign account
3. Permissions: Check that your OAuth application has the necessary scopes for envelope access

Data Retrieval Issues

1. Date range: Verify that your date range contains envelope data
2. Status filters: Make sure your envelope status filters match available envelopes
3. Search filters: If using search text, ensure it matches content in your envelopes. It performs a fuzzy search, so partial matches are allowed.
4. Rate limits: Be aware that retrieving large numbers of envelopes may be subject to DocuSign API rate limits

Common Solutions

1. Test with broader filters: Start with "All" envelope statuses and no search text to verify connectivity
2. Check recent envelopes: Use a recent date range to ensure there's data to retrieve
3. Verify account access: Ensure your authenticated user has access to the envelopes you're trying to retrieve
4. Review API permissions: Check that your DocuSign OAuth application has the required permissions

If you encounter persistent errors, verify your OAuth setup and ensure your DocuSign account has the necessary permissions for API access.

What's next?

• If you haven't yet built a connector to your vector database, go to Connect Your Data and select the platform you prefer to use for storing output vectors.

  OR

• If you're ready to start producing vector embeddings from your input data, head to Pipeline Basics. Select your new connector as the data source to use it in your pipeline.