Use cases
Check your Docusign signatures
Four questions Gescon answers by querying Docusign envelopes.
Legal
«Has this contract already been signed?»
Gescon queries Docusign and returns the signature status and date.
Sales
«Who's still missing a signature on this agreement?»
Returns the pending signers on the envelope.
Administration
«Where's the latest signed version of this document?»
Finds the completed envelope and quotes the final document.
Legal
«When was this contract sent for signature?»
Returns the send date and the reminder history.
What it brings
What it reads and what it doesn't touch
The connector only queries. No envelope is created or signed from Gescon.
- Authorised foldersOne by one: you choose which ones are in and which aren't.
- Envelopes with their statusSent, pending signature, or completed, with each signer.
- Final documentThe signed version, once the envelope is complete.
- Citations to the source envelopeEvery answer links to the exact envelope in Docusign.
- Nothing gets signedThe connector is read-only. It doesn't create envelopes or sign on your behalf.
Setup
From authorisation to the first envelope
- Authorise the Docusign accountWith a read-only integration over the envelopes.
- Choose the foldersMark the ones you want Gescon to query.
- Ask as usualEvery answer cites the envelope and its exact status.
Requirements
- Docusign administrator account
- Authorised integration with read permissions
- A test envelope to validate before opening the rest
Estimated connection time: 20 min
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