Set up the DocuSign integration

For what the DocuSign integration does, see DocuSign Integration.

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Video Walkthrough

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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 > My integrations, then Connect on the Docusign card. This is useful for tracking personal signing activity or for users who sign documents directly through Chamelio. In a flow’s Sign step, each envelope is sent from the DocuSign account of the person sending it, or of the flow’s Global signing account if one is set. Anyone without their own user-level connection sends from the organization’s connection, so signers see the name of whoever connected DocuSign at the organization level.

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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. Best for organizations with clear email domain separation between legal and non-legal workflows.

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. Give your Chamelio point of contact the field name, its possible values, and which value should trigger storing the contract.

How to create the custom field in DocuSign

1

Go to Admin > Settings > Custom Fields

In your DocuSign admin console, open Settings, then Custom Fields.

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Add Field

Click Add Field.

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Choose the field type

Select Text or List as the field type.

4

Name the field

Name it Store in Smart Repository (or your chosen field name).

5

Set required or optional

Choose whether the field is required or optional on envelopes.

6

Save

Click Save.

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. This requires the admin-level DocuSign connection from Phase 1. 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: