DocuSign
Small Medium Teams

Send a DocuSign envelope without leaving the chat.

Ask Other Me to send a contract for signature, chase a signer who hasn't responded, void an envelope that's no longer needed, or pull a signed PDF into the current conversation. Every action runs through SCRS, so privileged client data never enters a public AI system.

No credit card required · Sandbox mode available for testing

What your team can ask for

Real prompts. Real results. No scripting required.

You

“Send the attached NDA to alex@acme.com and chris@acme.com for signature. Use the ‘Mutual NDA’ template.”

Other Me

Envelope sent. Both signers have been notified. I'll let you know when either signs or declines. Envelope #DSG-94182

You

“Which envelopes are still waiting on a signature after seven days?”

Other Me

Three envelopes have been pending more than seven days. Want me to send reminders to all three, or review them first?

You

“Void the Smith v. Jones engagement letter — terms changed.”

Other Me

Voided. Reason recorded: “terms changed”. The signer has been notified the envelope is no longer active.

You

“Pull the signed copy of the Acme master agreement and summarise the payment terms.”

Other Me

Signed copy attached. Payment terms: Net 30 on invoice, with a 2% early-pay discount if settled within 10 days. Late-payment interest at 4% over Bank of England base rate.

Eight tools, one assistant

The assistant picks the right tool automatically. You describe the outcome you want.

1

Send envelope

Send a document or template to one or more signers with custom subject, message and role routing.

2

Send from template

Use your existing DocuSign templates — engagement letters, NDAs, SOWs — without rebuilding them.

3

List envelopes

Surface sent, completed, voided or declined envelopes, filtered by signer, date, subject or status.

4

Get envelope status

See which signer is holding things up, when the last view happened, and what the next step is.

5

Download signed document

Pull the completed PDF straight into chat, summarise it, or run it through a contract-review assistant.

6

Void envelope

Recall an envelope that's no longer needed, with a reason captured for audit.

7

Remind signer

Nudge a specific signer or every pending signer with a custom message — no copying email threads.

8

List templates

Browse the templates your team has saved in DocuSign, ready to re-use from the chat.

SCRS data firewall

Client names don't reach the model

When you ask the assistant to send an engagement letter or chase a signer, the names, email addresses and case references never reach the language model in their raw form. SCRS pseudonymises them on the way in and rehydrates them on the way out, so what your fee-earners see is real but what the model sees is safe.

Every call is logged to the audit trail — who sent which envelope, when, to whom, and with which template. On Enterprise you can stream these events straight to Splunk or Datadog.

How SCRS works
  • Sandbox by default. Connect a DocuSign demo account first, test the workflow, flip to production when you're ready.
  • Rate-limited by plan. Every envelope call is checked against your team's plan in real time, so a user can't burn through Enterprise quota on a Business seat.
  • Access revoked on offboarding. When a team member is deactivated, their DocuSign tokens are revoked within the same transaction, with the event written to the audit log.
  • Your account, your routing. Every call goes to the DocuSign account base URI your user was issued — no cross-tenant leakage.

Connect DocuSign in two minutes

Standard OAuth. No admin approval needed if you're the DocuSign account owner.

1

Open Integrations in your Other Me admin

Go to Settings → Integrations, find the DocuSign card and click Connect. Available on Small Medium Teams and Enterprise plans.

2

Authorise on DocuSign

You'll land on DocuSign's sign-in page. Grant the permissions listed — send envelopes, read envelope status, download completed documents. Sandbox first if you prefer.

3

Ask your first question

Head to any chat and type “show me my DocuSign templates” or “send the mutual NDA template to new-signer@example.com”. Done.

Built for law firms, HR and procurement

Engagement letters, NDAs, employment offers, supplier agreements — any document that needs a signature and an audit trail. SCRS keeps privileged and personal data out of the model, so you get the speed without the disclosure risk.

DocuSign integration: your questions

Do I need a DocuSign paid plan?

Yes. You connect your own DocuSign account — Business Pro or higher is recommended for full template and API support. We don't resell DocuSign; your envelope allowance and billing stay with DocuSign.

Can every team member use DocuSign from chat?

Each team member connects their own DocuSign account. One fee-earner sending an NDA doesn't see another fee-earner's envelopes. Admins can restrict who in the team is allowed to use the integration.

What if a signer's email contains sensitive client information?

SCRS replaces names and email addresses with pseudonyms before they enter the model's context window. On Enterprise you can add custom DLP patterns (case references, matter numbers, NHS numbers) with block, redact or warn modes. The rehydration happens in your staff's browser, so only they see the real values.

Does it work with DocuSign sandbox?

Yes. The integration connects to DocuSign's demo environment by default. Once you've tested the workflow, switch to production with one click.

What happens when someone on the team leaves?

Admin deactivation triggers DocuSign token revocation in the same transaction. A background job verifies revocation and writes the outcome to the audit log — so you have evidence that access was cut, not just that the button was clicked.

Send your first envelope from chat

7-day trial on the Small Medium Teams plan. Sandbox connection included.