--- name: DocuSign Automation description: Automate document signing workflows, envelope management, and e-signature processes version: 1.0.0 author: Claude Office Skills category: documents tags: - docusign - esignature - contracts - documents - legal department: legal models: - claude-3-opus - claude-3-sonnet - gpt-4 mcp: server: document-mcp tools: - docusign_envelope - docusign_template - docusign_signing - docusign_webhook capabilities: - Envelope creation - Template management - Signing workflows - Status tracking input: - Documents - Signer information - Template configurations - Workflow rules output: - Signed documents - Envelope status - Audit trails - Completion reports languages: - en related_skills: - contract-review - pdf-tools - invoice-automation --- # DocuSign Automation Comprehensive skill for automating e-signature and document signing workflows. ## Core Workflows ### 1. Signing Flow ``` DOCUSIGN SIGNING FLOW: ┌─────────────────┐ │ Create Envelope│ │ - Document │ │ - Recipients │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Add Fields │ │ - Signatures │ │ - Initials │ │ - Dates │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Send for │ │ Signature │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Signer 1 Signs │ │ (In order) │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Signer 2 Signs │ │ (If multiple) │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Completed │ │ - Archive │ │ - Distribute │ └─────────────────┘ ``` ### 2. Envelope Configuration ```yaml envelope_config: email_subject: "{{document_type}} - Please Sign" email_blurb: | Please review and sign the attached {{document_type}}. This document requires your signature by {{due_date}}. documents: - name: "{{contract_name}}.pdf" document_id: 1 recipients: signers: - email: "{{signer_1_email}}" name: "{{signer_1_name}}" routing_order: 1 tabs: sign_here: - anchor: "/sig1/" offset_x: 0 offset_y: 0 date_signed: - anchor: "/date1/" - email: "{{signer_2_email}}" name: "{{signer_2_name}}" routing_order: 2 tabs: sign_here: - anchor: "/sig2/" carbon_copies: - email: "legal@company.com" name: "Legal Team" routing_order: 3 settings: reminder_enabled: true reminder_delay: 2 # days reminder_frequency: 2 # days expiration_days: 30 ``` ## Template Management ### Template Creation ```yaml template_config: name: "Standard NDA Template" description: "Non-disclosure agreement for vendors" documents: - name: "NDA_Template.pdf" roles: - role_name: "Company Representative" routing_order: 1 - role_name: "Counterparty" routing_order: 2 tabs: company_rep: - type: sign_here anchor: "/company_signature/" - type: date_signed anchor: "/company_date/" - type: text anchor: "/company_name/" label: "Name" - type: text anchor: "/company_title/" label: "Title" counterparty: - type: sign_here anchor: "/counterparty_signature/" - type: date_signed anchor: "/counterparty_date/" - type: text anchor: "/counterparty_name/" label: "Name" ``` ### Template Library ```yaml template_library: contracts: - name: "Employment Agreement" id: "template_emp_001" category: "HR" - name: "Vendor Agreement" id: "template_vendor_001" category: "Procurement" - name: "NDA (Mutual)" id: "template_nda_001" category: "Legal" sales: - name: "Sales Order" id: "template_so_001" - name: "Statement of Work" id: "template_sow_001" - name: "Master Services Agreement" id: "template_msa_001" ``` ## Workflow Automation ### Conditional Routing ```yaml conditional_workflow: name: "Contract Approval Flow" conditions: - field: "contract_value" operator: "greater_than" value: 100000 then: add_recipient: role: "VP Approval" routing_order: 1 - field: "contract_type" operator: "equals" value: "international" then: add_recipient: role: "Legal Review" routing_order: 1 default_flow: - role: "Sales Manager" routing_order: 1 - role: "Customer" routing_order: 2 ``` ### Bulk Send ```yaml bulk_send: template_id: "template_nda_001" recipients: - email: "vendor1@example.com" name: "Vendor One" custom_fields: company_name: "Vendor One Inc" effective_date: "2024-02-01" - email: "vendor2@example.com" name: "Vendor Two" custom_fields: company_name: "Vendor Two LLC" effective_date: "2024-02-01" settings: batch_name: "Q1 Vendor NDAs" send_immediately: true ``` ## Integration Workflows ### Salesforce Integration ```yaml salesforce_integration: triggers: opportunity_closed_won: template: "msa_template" recipients: - from_field: "Contact.Email" role: "Customer" custom_fields: account_name: "Account.Name" contract_value: "Opportunity.Amount" callbacks: on_completed: - update_opportunity: stage: "Contract Signed" - attach_document: to: "Opportunity" - create_task: subject: "Contract signed - begin onboarding" ``` ### CRM Webhook ```yaml webhook_config: events: - envelope-sent - envelope-delivered - envelope-completed - envelope-declined - envelope-voided callback_url: "https://api.example.com/docusign/webhook" payload_handling: envelope_completed: actions: - download_documents - update_crm_record - notify_team - archive_to_storage ``` ## Status Tracking ### Envelope Dashboard ``` ENVELOPE STATUS - THIS MONTH ═══════════════════════════════════════ TOTAL: 156 envelopes BY STATUS: Completed ████████████████ 89 (57%) Sent ████████░░░░░░░░ 34 (22%) Delivered ████░░░░░░░░░░░░ 18 (12%) Declined █░░░░░░░░░░░░░░░ 5 (3%) Voided █░░░░░░░░░░░░░░░ 10 (6%) AVERAGE COMPLETION TIME: 2.3 days PENDING SIGNATURES: ┌────────────────────┬──────────────┬─────────┐ │ Document │ Awaiting │ Sent │ ├────────────────────┼──────────────┼─────────┤ │ Acme Corp NDA │ John Smith │ 3 days │ │ TechStart SOW │ Jane Doe │ 1 day │ │ Vendor Agreement │ Bob Wilson │ 5 days │ └────────────────────┴──────────────┴─────────┘ REMINDERS SENT: 23 ``` ### Audit Trail ```yaml audit_trail: events: - timestamp: "2024-01-15T10:30:00Z" action: "Envelope Created" user: "sender@company.com" ip: "192.168.1.1" - timestamp: "2024-01-15T10:31:00Z" action: "Envelope Sent" recipients: ["signer@example.com"] - timestamp: "2024-01-15T14:22:00Z" action: "Document Viewed" user: "signer@example.com" ip: "10.0.0.1" - timestamp: "2024-01-15T14:25:00Z" action: "Signature Applied" user: "signer@example.com" signature_type: "Electronic" - timestamp: "2024-01-15T14:25:30Z" action: "Envelope Completed" ``` ## API Examples ### Create and Send Envelope ```javascript // Create Envelope from Template const envelope = await docusign.envelopes.create(accountId, { templateId: "template_123", templateRoles: [ { roleName: "Customer", email: "customer@example.com", name: "John Customer", tabs: { textTabs: [ { tabLabel: "CompanyName", value: "Customer Corp" } ] } } ], status: "sent" }); // Get Envelope Status const status = await docusign.envelopes.get( accountId, envelopeId ); // Download Completed Documents const documents = await docusign.envelopes.getDocuments( accountId, envelopeId, { certificate: true } ); // Void Envelope await docusign.envelopes.update(accountId, envelopeId, { status: "voided", voidedReason: "Contract terms changed" }); ``` ## Best Practices 1. **Use Templates**: Standardize common documents 2. **Set Reminders**: Automated follow-ups 3. **Expiration Dates**: Ensure timely completion 4. **Audit Trails**: Maintain for compliance 5. **Bulk Send**: Efficient for multiple recipients 6. **Webhooks**: Real-time status updates 7. **Brand Signing**: Custom signing experience 8. **Archive**: Store completed documents securely