DocuSign Integration

Documentation Index

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The DocuSign integration automatically syncs executed agreements from DocuSign into Chamelio’s smart repository. Documents are indexed, key data points are extracted, and a complete audit trail is maintained across the contract lifecycle.

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Prerequisites

• Admin access to your DocuSign account (for organization-level connection)
• A Chamelio account with Admin permission
• A defined filtering strategy for which DocuSign envelopes should sync to Chamelio

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Phase 1: Connect DocuSign to Chamelio

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Organization-Level Connection (Recommended)

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User-Level Connections (Optional)

After the org-level connection is established, individual users can add their own DocuSign connections via Settings > Integrations > DocuSign > Add User Connection. This is useful for tracking personal signing activity or for users who sign documents directly through Chamelio.

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Phase 2: Configure Document Filtering

Contact the Chamelio team to establish filtering rules. Three options are available:

Option 1: Email-Based Filtering

Filter by sender or recipient email addresses. Include or exclude specific emails or domains. Best for organizations with clear email domain separation between departments.

Option 2: Custom Field Filtering (Recommended for Shared Accounts)

Create a custom envelope field in DocuSign named Store in Smart Repository with values Yes / No. Chamelio syncs only envelopes where the field equals Yes.Best for shared DocuSign accounts where multiple departments use the same instance.

Option 3: Custom Filtering Logic

For complex requirements, work with your Chamelio legal engineer to define custom logic — including multiple custom field conditions, recipient patterns, and template-based filtering.

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Phase 3: Historical Data Migration (Optional)

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Load Existing Signed Documents

Chamelio can import your historical DocuSign envelopes using the same filtering logic from Phase 2. Notify the Chamelio team to initiate the process.

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Selective Historical Import

For large DocuSign histories where you want to curate which legacy documents to import:

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What Happens After Setup

Once connected and filtering is configured:

• New completed envelopes sync automatically based on your filtering rules
• Documents are analyzed and indexed in the smart repository
• Key data points are extracted and made searchable
• Executed agreements are accessible alongside all other contract intelligence in Chamelio