Connect Docusign to Glean
Give Glean governed access to Docusign’s 30 tools through Runlayer, with identity, policy, scanning, and audit on every call.
Set up
Add Docusign to Glean in four steps
Admins approve the server once. Everyone in Glean then gets it through the same governed connection.
- 1
Approve Docusign in Runlayer
Add Docusign from the catalog and choose who can use it and which of its tools are allowed.
- 2
Connect Glean to Runlayer
Users add the Runlayer Plugin to Glean by following Runlayer’s setup guide. Glean reaches Docusign’s 30 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.
Glean setup guide - 3
Sign in to Docusign
Each user signs in to Docusign with OAuth. Runlayer keeps the tokens out of the client’s configuration.
- 4
Use Docusign from Glean
Docusign’s approved tools appear in Glean. Every call is checked against policy and recorded.
Tools
30 Docusign tools in Glean
Runlayer policy decides which of these Glean users can call. 14 read data only and 6 can change or delete data.
Cancel workflow instance
Cancel a running workflow instance.
Create envelope
Creates a new Docusign envelope from an EXISTING Docusign template or from documents provided via a remote URL.
Create envelope from template
PRIMARY TOOL for sending Docusign agreements or envelopes for signature using templates.
Get account
Retrieve account information for a specific eSign account.
Get agreement details
Retrieve detailed information about a specific agreement
Get agreement filter skill
REQUIRED BEFORE A FILTERED getAllAgreements CALL: Call this skill before constructing the filter.
Get all agreements
Retrieves agreements for a Docusign account.
Get clm workflow definitions
Retrieve workflow definitions for a CLM account.
Control
What Runlayer can see and stop in Glean
Some controls apply to every client at the gateway. Others depend on what Glean exposes to Runlayer.
Gateway policy (available)
Every Docusign call from Glean passes through Runlayer, where your policies can allow, alert, mask, or block it.
Audit trail (available)
Each call is recorded with the user, Glean as the client, the tool, and the policy and scanner decisions.
OTLP telemetry (available)
Glean can send supported OpenTelemetry events to Runlayer for observe-only session visibility.
Native enforcement adapter (not available)
Runlayer has no device-side adapter for Glean yet, so control happens at the gateway.
In Glean
- Runlayer sees Glean activity through OpenTelemetry traces for monitoring only; enforcement happens at the gateway.
Frequently asked questions
Connect more