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DocuSign

CRM & procurementRead-onlyOAuth 2.0

A signed DPA is evidence, and it is already in DocuSign. Urengi attaches the executed document to the review the moment the last signature lands, so nobody downloads a PDF to upload it somewhere else.

Category
CRM & procurement
Auth method
OAuth 2.0
Direction
Read-only
Sync frequency
Real time
Scopes requested
3
Available on
Growth and Enterprise
Maintained by
Urengi

What the DocuSign integration does

Three jobs that stop a signed agreement from being filed twice.

Executed documents attach themselves

When an envelope completes, the signed DPA or MSA lands on the review as evidence, with the signing date and the counterparty recorded.

Pending signatures are visible

An envelope sitting unsigned for a fortnight is a blocked review. Urengi shows it as such rather than reporting the evidence as simply missing.

Terms drive the next review

Agreement end dates become the reopening date, so a review follows the contract rather than the calendar.

Exactly what Urengi can see

Three read-only scopes on the envelopes you route to Urengi. Nothing else in the account is read.

Urengi reads

  • Envelope status and completion dates
  • Signer names and email addresses
  • Completed documents in the selected folders

Urengi writes

  • Nothing — this connection is read-only

Urengi never touches

  • Envelopes outside the folders you selected
  • Templates, brands or account settings
  • Payment or identity-verification data
  • Anything after you revoke the token

Connect it in four steps

One authorisation, one field mapping, and a test sync you run yourself.

01

Authorise the connection

Open DocuSign from this page and approve the scopes listed above — OAuth in a browser tab, or a scoped API key you paste. An admin approves them once.

02

Choose what syncs

Pick the projects, spaces or accounts Urengi should watch. Narrow is fine to start with; widening it later does not re-authorise anything.

03

Map your fields

Match owners, cost centres and tiers to what Urengi already tracks. Defaults arrive pre-filled from the first sync, so most teams change nothing.

04

Run a test sync

Pull one record and check it landed on the right review. The audit entry confirms the mapping before a real vendor is touched.

Your token, your rules.

Urengi stores the DocuSign token encrypted at rest under a per-tenant key and never replays it outside the scopes you approved. Revoke the app in DocuSign and every Urengi write stops within seconds the audit log keeps the history, the connection simply ends.

Read the security statement
SOC 2 Type II
audited annually
Per-tenant keys
no shared secrets
Revocable in DocuSign
one click, no ticket
EU or US residency
chosen at signup