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DocuSign

Make a DocuSign template part of a Teambridge task so signature completion returns the signed document to the worker or operational record that requested it.

Connection at a glance

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TeambridgeTeambridge

Teambridge to DocuSign signature request. DocuSign to Teambridge completed documents.

How it works

How Teambridge connects with DocuSign

Teambridge reads the authorized DocuSign template list and can send a template envelope from a task workflow.

When DocuSign reports completion, Teambridge downloads the signed PDFs and attaches them to the originating record.

Verified data movement

What moves, where, and when

01
DocuSignTeambridgeOn demand

Teambridge reads the authorized account's live template list.

02
TeambridgeDocuSignTask event

A selected template is sent as an envelope to one named signer role.

03
DocuSignTeambridgeCompletion webhook

Completed PDFs are downloaded and attached to the originating record and task.

What the connection supports

  • Live template selection
  • Single signer envelope creation
  • Hosted signing link
  • Completed PDF retrieval
  • Automatic OAuth refresh

Scope and limitations

  • Single signer role only
  • Declined envelopes do not update Teambridge
  • Templates remain managed in DocuSign

Operational use cases

Where DocuSign fits in the work

The connection matters when it removes a specific handoff without losing the worker, customer, job, approval, or document context behind it.

01

Send from a task

Choose a DocuSign template when configuring the Teambridge document workflow.

02

Keep signing accessible

Generate a hosted signing link for the worker from the task experience.

03

File the completed document

Return signed PDFs to the record that initiated the request.

Implementation path

Set up the connection around one verified outcome

Configuration varies by account and system. These steps establish the minimum path Teambridge should validate before the connection is trusted in production.

  1. 1

    Authorize DocuSign

    Complete the standard OAuth authorization for the customer's DocuSign account.

  2. 2

    Choose a template

    Select a live DocuSign template and confirm its signer role.

  3. 3

    Configure the task

    Connect the template to the Teambridge workflow that should send it.

  4. 4

    Test completion

    Sign a controlled envelope and confirm that the final PDF returns to the correct record.

Questions and answers

What teams ask about DocuSign

What does the DocuSign integration with Teambridge do?+

Send single signer templates, provide signing links, and attach completed documents. Make a DocuSign template part of a Teambridge task so signature completion returns the signed document to the worker or operational record that requested it.

What data moves between DocuSign and Teambridge?+

Teambridge to DocuSign signature request. DocuSign to Teambridge completed documents.

How do you set up the DocuSign integration?+

Authorize DocuSign through OAuth, select a live DocuSign template, and configure the Teambridge task that sends it.

Is the DocuSign integration generally available?+

A customer administrator can start the connection without a Teambridge feature flag. The most important current boundary is: Single signer role only.

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Send routed template signatures and attach completed documents when signing finishes.

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