docusign

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🇺🇸

Original

English

🇨🇳

Translation

Chinese

DocuSign Skill

DocuSign 技能

Manage electronic signatures and agreements with DocuSign's e-signature platform.

使用DocuSign的电子签名平台管理电子签名和协议。

Quick Install

快速安装

bash

curl -sSL https://canifi.com/skills/docusign/install.sh | bash

Or manually:

bash

cp -r skills/docusign ~/.canifi/skills/

bash

curl -sSL https://canifi.com/skills/docusign/install.sh | bash

或者手动安装：

bash

cp -r skills/docusign ~/.canifi/skills/

Setup

配置

Configure via canifi-env:

bash

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通过canifi-env进行配置：

bash

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First, ensure canifi-env is installed:

首先，确保已安装canifi-env：

curl -sSL https://canifi.com/install.sh | bash

canifi-env set DOCUSIGN_INTEGRATION_KEY "your_integration_key" canifi-env set DOCUSIGN_USER_ID "your_user_id" canifi-env set DOCUSIGN_ACCOUNT_ID "your_account_id" canifi-env set DOCUSIGN_PRIVATE_KEY "your_private_key"

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Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.

你的凭证，由你掌控。 Canifi LifeOS 尊重你的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

If you prefer not to share credentials with Claude Code:

Complete the Browser Automation Setup using CDP mode
Login to the service manually in the Playwright-controlled Chrome window
Claude will use your authenticated session without ever seeing your password

如果你不想与Claude Code共享凭证：

使用CDP模式完成浏览器自动化配置
在Playwright控制的Chrome窗口中手动登录该服务
Claude将使用你的已认证会话，且绝不会获取你的密码

Option 2: Environment Variables

选项2：环境变量

If you're comfortable sharing credentials, you can store them locally:

bash

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

如果你愿意共享凭证，可以将其存储在本地：

bash

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

注意：存储在canifi-env中的凭证仅能在你的本地机器上访问，绝不会被传输。

Capabilities

功能

Send Documents: Send documents for signature with signing order
Template Management: Create and use reusable templates
Envelope Tracking: Track signature status and reminders
Bulk Send: Send documents to multiple recipients
API Integration: Embed signing in custom applications

发送文档：发送需要签名的文档并指定签署顺序
模板管理：创建并使用可重复使用的模板
信封追踪：追踪签名状态并发送提醒
批量发送：向多个收件人发送文档
API集成：在自定义应用中嵌入签名功能

Usage Examples

使用示例

Send for Signature

发送签名请求

User: "Send the contract to john@company.com for signature"
Assistant: Creates envelope and sends for signing

用户："将合同发送给john@company.com请求签名"
助手：创建信封并发送签名请求

Check Status

查看状态

User: "What's the status of the NDA I sent yesterday?"
Assistant: Returns envelope status and activity

用户："我昨天发送的NDA状态如何？"
助手：返回信封状态和活动记录

Create Template

创建模板

User: "Create a template from this signed agreement"
Assistant: Creates reusable template

用户："从这份已签署的协议创建一个模板"
助手：创建可重复使用的模板

Send Reminder

发送提醒

User: "Send a reminder for the unsigned contract"
Assistant: Sends reminder to pending signers

用户："为未签署的合同发送提醒"
助手：向待签署人发送提醒

Authentication Flow

认证流程

Create integration key in DocuSign Admin
Configure JWT or OAuth authentication
Generate access token for API calls
Use environment-specific endpoints

在DocuSign管理后台创建集成密钥
配置JWT或OAuth认证
生成用于API调用的访问令牌
使用环境特定的端点

Error Handling

错误处理

Error	Cause	Solution
401 Unauthorized	Token expired	Refresh access token
400 Bad Request	Invalid envelope data	Validate document format
404 Not Found	Envelope not found	Verify envelope ID
429 Rate Limited	Too many requests	Implement backoff

错误	原因	解决方案
401 未授权	令牌过期	刷新访问令牌
400 错误请求	信封数据无效	验证文档格式
404 未找到	信封不存在	验证信封ID
429 请求受限	请求次数过多	实现退避机制

Notes

说明

Industry leader in e-signatures
ESIGN and UETA compliant
400+ integrations
Advanced authentication options
Audit trail included
Enterprise security features

电子签名行业领导者
符合ESIGN和UETA标准
400+ 集成选项
高级认证选项
包含审计追踪
企业级安全特性