DocuSign User Connector Setup Guide

This guide provides step-by-step instructions for creating and configuring a DocuSign user connector with Abacus.AI's ChatLLM platform.

Prerequisites

Before starting, ensure you have access to:

• Abacus.AI platform
• A valid DocuSign eSignature account
• Administrative access to create connectors and projects

Config Connector Setup (Optional)

If you want to customize the OAuth scopes for your DocuSign user connector, set up a config connector first:

1. Navigate to the Abacus.AI Connected Services Dashboard.
2. Click on the "Add New Connector" button.
3. Select the "DocuSign" option from the "Select a Service" popup.
4. Toggle Config Only to "Yes".
5. Select the Scopes you want to grant. By default all scopes except click.send are selected, granting eSignature access plus a refresh token, DocuSign Click, Agreement Orchestration (Maestro) workflows, admin/organization reads, and Web Forms access. The signature scope is required and cannot be removed.
6. Click "Create" to save the config connector.

Note: If you are happy with the default scopes, you can skip the config connector setup and proceed directly to the steps below.

Available Scopes

Scope	Description
signature	eSignature REST API access: send, sign, and manage envelopes, templates, and recipients (required)
extended	Issues a long-lived refresh token so Abacus.AI can refresh access without re-prompting
click.manage	DocuSign Click: create and manage clickwrap agreements
click.send	DocuSign Click: send clickwraps to recipients
aow_manage	Agreement Orchestration (Maestro) workflows: manage automated agreement workflows
organization_read	Read organization-level data via the DocuSign Admin API
user_read	Read user profile information
account_read	Read account settings and information
group_read	Read group membership and configuration
permission_read	Read permission profiles
webforms_read	Read DocuSign Web Forms definitions
webforms_instance_read	Read submitted Web Form instances
webforms_instance_write	Create and update Web Form instances

Step-by-Step Instructions

1. Navigate to Projects Page

Navigate to the projects page by clicking on the ABACUS.AI logo.

2. Create New Project

Click on "Create a new project" to begin setting up your ChatLLM project.

3. Select Project Type

Choose GenAI --> Custom Chatbot option from the available project types.

4. Configure Project Name

Enter a descriptive name for your project that reflects its purpose.

5. Skip to Dashboard

Select "Skip to project dashboard" to proceed directly to the project configuration.

6. Access Model Training

1. Click on the Model option in the left toolbar.
2. Select "Train Model" in the top right corner of the page.

7. Configure Advanced Options

Navigate through the following menu structure:

• Select Advanced Option
• Choose Tool Use
• Select Docusign_Tool
• (Optional) Navigate to Config Connectors and pick the connector configured in the Config Connector Setup step.

8. Initiate Model Training

Click on "Train Model" to begin the training process.

9. Access Trained Model

Once training is complete:

1. Click on Models in the navigation.
2. Select your newly trained model.

10. Create Deployment

Click on "Create a new deployment" to make your model available for use.

11. Configure Deployment Type

1. Select "Offline Batch + Realtime" deployment option.
2. Click "Next" to proceed.

12. Name Your Deployment

Enter a user-friendly name that your end users will see, then click "Deploy".

13. Monitor Deployment Status

1. Return to your model by clicking Models → [Your Model Name].
2. Wait for the deployment status to show as "Active".
3. Click on the deployment name once active.

14. Access Prediction Dashboard

Click on the "Prediction Dash" option under the Deployment section.

15. Test Your Bot

Click on "Go to Abacus.AI Chat" to access the testing interface.

16. Start Using the Chatbot

• Enter your questions or prompts in the chat interface.
• Note: Each user will be prompted to log in to DocuSign once for authentication.

Configuring DocuSign in the ChatLLM Teams UI

As an alternative to attaching the connector to a Custom Chatbot, end users can connect their own DocuSign account directly:

1. Navigate to Profile → First Party Connectors.
2. Locate DocuSign and click Connect.
3. Complete the DocuSign OAuth login. Once connected, the DocuSign tool becomes available to the Abacus AI Agent and other chatbots in ChatLLM Teams under the user's own identity.

Supported DocuSign Tool Actions

The DocuSign user connector exposes the eSignature REST API to the AI agent. The tool automatically handles authentication, token refresh, and resolving the account ID and base URI.

Action	Description
list_envelopes	List envelopes, optionally filtered by date, folder, or status
get_envelope	Fetch a single envelope's details and status by envelope ID
list_recipients	List the recipients (signers, CCs) on an envelope and their status
list_templates	List reusable templates in the account
get_template	Fetch the definition of a single template
list_documents	List the documents attached to an envelope
download_document	Download a document (or the combined PDF) from an envelope
create_envelope	Create a draft envelope from documents or a template
send_envelope	Send a draft envelope, or create-and-send in one step
void_envelope	Void an in-process envelope with a reason
list_folders	List folders and their envelope contents
get_audit_events	Retrieve the audit trail for an envelope

Supported Objects

The tool operates over standard DocuSign eSignature objects: Envelopes, Recipients, Documents, Templates, Folders, Custom Fields, and Audit Events.

Important Notes

• Authentication: Each end user will be prompted to authenticate with DocuSign on their first interaction with the chatbot.
• Environment: DocuSign separates Demo (account-d.docusign.com) and Production (account.docusign.com) environments. Users must authenticate against the environment that holds their account.
• Token Refresh: OAuth tokens are refreshed automatically as long as the extended scope was granted.
• Read & Write: In addition to read operations, the DocuSign tool can create, send, and void envelopes when the authenticated user has the corresponding permissions. Available actions are limited by the signed-in user's DocuSign role.
• Rate Limits: DocuSign enforces hourly API rate limits; the tool automatically retries with backoff when limits are hit.

Troubleshooting

If you encounter issues:

1. Check deployment status is "Active".
2. Users cannot authenticate: Verify the user completed the DocuSign OAuth login and selected the correct environment (Demo vs. Production).
3. Token expired: Ensure the extended scope was granted so the tool can refresh tokens; otherwise the user must re-authenticate.
4. Wrong account data: A DocuSign login may have access to multiple accounts. Confirm the tool is operating on the intended account.
5. Permission errors: Ensure the signature scope was granted and the user's DocuSign role permits the requested operation.