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The Docusign connector for Glean enables you to fetch and summarize content from Docusign documents directly within Glean Chat. You can use Glean Chat to fetch and summarize the content of a Docusign document by providing its URL.

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Supported objects

Docusign eSignature documents (when a valid URL is provided in Glean Chat).

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Supported API endpoints

Live fetch of Docusign document content via the eSignature API when a user provides a document URL in Glean Chat.

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Limitations

  • You cannot search for Docusign documents in Glean; only live fetch in Glean Chat is supported.
  • No support for Docusign CLM or other Docusign product APIs.
  • No crawling, incremental updates, or webhooks.
  • The connector is only accessible via a specific canary page and is not visible in the standard data source list. Reach out to Glean support for any assistance.

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Requirements

  • Access to a Docusign account with eSignature admin privileges.
  • Ability to create and manage integration apps in your Docusign tenant.
  • Each user must authorize the connector individually to enable live fetch in chat.

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Setup instructions

Glean integrates with Docusign using an integration app created within your Docusign tenant. This setup requires per-user authorization for live-fetching content.

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Gather setup parameters

  1. Go to your Docusign account’s home page. If you see the Developer Environment banner, check the Developer Account checkbox in the Glean setup.
  2. Check the browser URL bar when sending a document. The Base URL is the combined protocol and domain name (e.g., if you see https://apps-d.docusign.com/..., your Base URL is https://apps-d.docusign.com).
  3. Copy the redirect URL provided in the Glean setup page. You need to enter this URL later in the Docusign integration app.
You need to enter the following details in Glean:
  • API account ID
  • Integration key
  • Secret key
Perform the following steps to gather these credentials.

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Obtain Docusign integration key

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Step 1: Access the Apps and Keys page

  1. Log in to your DocuSign developer account. If you do not have an account, create one first, following the prompts to log in at the end of the process.
  2. Open the Apps and Keys page for your developer account.

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Step 2: Create and configure a new app

  1. Select Add App and Integration Key.
  2. Enter a short, descriptive name for your app (e.g., “Glean HR Integration”) in the dialog box.
  3. Select ADD to create the app. Your app is automatically assigned an Integration Key (GUID) value that cannot be changed.
For more information, see How to get an integration key.

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Add a secret key in Docusign integration app

Secret key is a GUID value that is only shared with your web server and the Docusign platform.
  1. Log into your Docusign account as an eSignature admin.
  2. Go to Integration > Apps and Keys.
  3. Click Add App and Integration Key for your developer account.
  4. On the list of your apps and integration keys, find the row of the app to configure, then select EDIT from its ACTIONS context menu. This will open the configuration page for that app.
  5. Under Authentication, select Yes for “Is your application able to securely store a client secret?”
  6. Under Authentication, add a Secret Key which creates a new, automatically generated GUID value that represents a secret key.
  7. Under Additional settings, add the Redirect URI copied from the Glean setup page.
  8. Click Save.
For more information, see Configure your app.

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Set a Redirect URI in Docusign

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Step 1: Edit the integration app

  1. Open the Apps and Keys page for your developer account.
  2. Find the row for the app you created and select EDIT from its ACTIONS context menu. This opens the app configuration page.

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Step 2: Configure the redirect URI

  1. Select ADD URI. A new text box appears.
  2. Paste the Redirect URI copied from the Glean setup page into the text box.
  3. Select SAVE. The newly configured integration key settings appear on the Apps and Keys page.
For more information, see Configure your app.

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Obtain your API account ID

A GUID that identifies your account. Most Docusign API calls include this value (also called account ID) as the accountId parameter in the call’s path. You can find your API Account ID on the Apps and Keys page. For more information, see Configure your app.

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Enter the integration app details in Glean

  1. Paste the API Account ID into the corresponding field in Glean.
  2. Copy the Integration Key from the app you just created and paste it in the Integration Key field in Glean.
  3. Copy the Secret Key (Client Secret) from the app you just created and paste it in the Client Secret field in Glean.
  4. Click Authorize and authenticate.
Upon successful validation, you’re set to use the Docusign connector.