DocuSign integration

Connect your DocuSign account to import fully executed (signed) contracts into Contracts AI. Setup is in Admin (or Settings) → DocuSign.

Connect Your DocuSign Account

1. In the DocuSign panel you’ll see:
   • Only completed/signed contracts are imported.
   • Analysis includes risk assessment, key dates, and obligations.
   • Documents are processed securely and privately.
2. Click Connect DocuSign Account. You’ll go through DocuSign’s OAuth flow to authorize the app.
3. After a successful connection, the panel shows DocuSign connected successfully! and may display account information (name, email, account ID, documents found). If documents were found, an automatic document sync may start after a short delay.

Redirect URI (if connection fails)

If you see an error about redirect_uri or Redirect URI Configuration Required, the redirect URI used by the app must be registered in your DocuSign app/integration settings. Add the exact redirect URI that the app or your admin provides to your DocuSign integration configuration, then try connecting again.

After connection

• Use Sync Documents in the panel to sync (or re-sync) documents from DocuSign. The app processes them in the background and they appear in your contracts list as they’re imported.
• When sync finishes, the panel shows Sync Complete! and you can check your contracts list for the imported documents.
• Use Disconnect to remove the DocuSign connection. Already-imported contracts remain in the app.