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DocuSign - eSign and Orch

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Seamlessly connect Docusign to automate e-signatures, orchestrate workflows, manage envelopes and users, and attach signed documents to tickets.
Published by Freshworks(about 11 days ago)
Free
300+
Supported for
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
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OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
The Freshservice integration with the Docusign – Orch and eSign app enables your teams to streamline both e-signature workflows and document orchestration within the service desk and workflow automator. Esign settings- Link your Docusign account to enable seamless e-signature workflows for document templates. With this integration, you can: - Send documents for signing directly from Freshservice. - Track signature status and maintain a complete signature history. - Attach signed documents to tickets automatically. - Set a default e-signature provider at the workspace level or choose one per document. Orchestration settings - Enhance workflow automation by orchestrating document-related actions in Docusign. The app allows you to: - Send, cancel, and regenerate signature requests through automated workflows. - Manage and monitor Docusign usage directly within Freshservice. - Attach documents to tickets and trigger actions based on signature status. Learn more: https://support.freshservice.com/en/support/solutions/articles/50000011503-freshservice-integration-with-docusign-orch-and-esign
Here is a quick step-by-step flow on how to successfully integrate and use the Docusign – Orch and eSign app. 1. Start Installation: - Log in to your Freshservice account and go to Marketplace Apps. - Search for the Docusign – Orch and eSign app and select it. - Click Install to open the app configuration page. - Choose whether you want to configure Orchestration settings or eSign settings, or both. 2. Configure DocuSign Settings: - In your DocuSign account, go to Integrations > Apps and Keys and create a new app. - Generate an Integration Key, then use the Generate RSA option to obtain the Public and Private Keys. - Add the Redirect URL in the Additional Settings. 3. Update Configuration in Freshservice: - Enter the following credentials from your DocuSign app: - API Account ID - Integration Key - User ID - Private Key - The Domain URL and Freshservice API Key fields are auto-populated. 4. Authorize DocuSign Integration Key: - Once the configuration is saved, authorize the Integration Key in your DocuSign account (if not already authorized). - After successful authorization, your integration is ready to use. Detailed help article https://support.freshservice.com/en/support/solutions/articles/50000011503-freshservice-integration-with-docusign-orch-and-esign
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Data Management and Storage
Does your app use AI or GenAI features?
No
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
No
Does your app collect / process any End-User data?
No
Does your app store any End-User data?
No
Does your app share End-User Data with any third party entities?
No
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
No
Can the End-User data be exported?
No
Can End-User data be accessed through your app logs?
Yes
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
Yes
Does your app allow customers to request a custom End-User Data retention period?
No
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