DocuSign Skill

Quick Install

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

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

Setup

# First, ensure canifi-env is installed:
# 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"

Privacy & Authentication

Option 1: Manual Browser Login (Recommended)

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

Option 2: Environment Variables

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

Capabilities

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

Usage Examples

Send for Signature

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

Check Status

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

Create Template

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

Send Reminder

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

Authentication Flow

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

Error Handling

Notes

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