Integration
Send compliance packs for signature
Select a document, route it to signers, and track envelope status from Workspace.
PlannedAtlas
DocuSign
Send compliance documents for e-signature and track status.
Connects compliance docs and audit trails
Status refresh and webhook updates
How it works
What happens behind the scenes once you enable the integration.
- 1Choose a company record and select a document.
- 2DocuSign creates an envelope and requests signatures.
- 3Webhook updates status in Workspace.
Setup checklist
Steps your admin takes to get the integration live.
- Workspace -> Integrations -> DocuSign.
- Select a document and signer list.
- Send and monitor envelope status.
Technical reference
Endpoints and sample requests to hand to your engineering team.
Endpoints
- POST /api/v1/integrations/docusign/envelopes (planned)
- GET /api/v1/integrations/docusign/envelopes (planned)
- POST /api/v1/integrations/docusign/webhook (planned)
Sample request
curl -X POST "https://api.companies.indexbox.io/api/v1/integrations/docusign/envelopes" \
-H "Content-Type: application/json" \
-b "<workspace session>" \
-d '{"company_id":"US-123456","recipients":[{"name":"Jane Doe","email":"jane@example.com"}]}'Notes
- DocuSign webhooks will validate signatures.
- Documents are capped at 20MB per envelope.
FAQ
Quick answers to common integration questions.
Can I add multiple signers?
Yes. Add multiple recipients and define the routing order before sending.
Where can I see envelope status?
Status will be shown in Workspace and updated via webhooks.
What file types are supported?
We will support common PDF compliance documents up to 20MB.
Security & compliance
Controls that keep data safe and auditable.
- Envelope status is stored per organization.
- Audit logs capture signature and status changes.