The DocuSign integration connects Jet Admin to your DocuSign account, so you can send documents for signature, track envelope status, and retrieve signed documents directly from a Jet Admin app. It's a way to fold contract signing into a larger workflow instead of a separate manual step.

Once connected, DocuSign envelopes can be joined to records in your own database, scoped by role, and routed through an approval step before a document is sent. Every action is recorded in Jet Admin's audit log, which matters for compliance-sensitive documents.

Key benefits

• Signing tied to your workflow. Send a document for signature directly from a Jet Admin action.
• Status tracking in context. See envelope status next to the deal or record it relates to.
• Compliance-friendly. Keep a full record of signing activity in the audit log.
• Signed documents within reach. Retrieve completed documents without switching to DocuSign.

How to connect Jet Admin with DocuSign

1. In Jet Admin, go to Data Sources and select DocuSign.
2. Authorize Jet Admin to access your DocuSign account.
3. Choose the templates and folders Jet Admin should use.
4. Test the connection to confirm Jet Admin can send and track envelopes.
5. Build a table, form, or action in Jet Admin using your DocuSign data.