> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chamelio.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# DocuSign Integration

> Automatically capture signed contracts from DocuSign into Chamelio's smart repository

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.

## 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

## Phase 1: Connect DocuSign to Chamelio

### Organization-Level Connection (Recommended)

<Steps>
  <Step title="Go to Integrations">
    Navigate to **Settings > Integrations** in Chamelio.
  </Step>

  <Step title="Select DocuSign Connect">
    Click **DocuSign Connect**, then **Connect**.
  </Step>

  <Step title="Authorize">
    Complete the OAuth authorization flow using your DocuSign admin credentials.
  </Step>
</Steps>

### 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.

## Phase 2: Configure Document Filtering

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

<Accordion title="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.
</Accordion>

<Accordion title="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.
</Accordion>

<Accordion title="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.
</Accordion>

## Phase 3: Historical Data Migration (Optional)

### 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.

### Selective Historical Import

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

<Steps>
  <Step title="Request an envelope export">
    Ask the Chamelio team for an Excel export of all available DocuSign envelopes with metadata.
  </Step>

  <Step title="Mark envelopes to import">
    Add a column to the Excel file marking each envelope as `Yes` or `No` for import.
  </Step>

  <Step title="Return the file">
    Send the annotated Excel file back to Chamelio. Only marked envelopes will be imported.
  </Step>
</Steps>

## 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