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Connect Docusign to Oh My Pi

Give Oh My Pi governed access to Docusign’s 30 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Oh My Pi setup guide

Set up

Add Docusign to Oh My Pi in four steps

Admins approve the server once. Everyone in Oh My Pi then gets it through the same governed connection.

  1. 1

    Approve Docusign in Runlayer

    Add Docusign from the catalog and choose who can use it and which of its tools are allowed.

  2. 2

    Connect Oh My Pi to Runlayer

    Users add the Runlayer Plugin to Oh My Pi by following Runlayer’s setup guide. Oh My Pi reaches Docusign’s 30 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.

    Oh My Pi setup guide
  3. 3

    Sign in to Docusign

    Each user signs in to Docusign with OAuth. Runlayer keeps the tokens out of the client’s configuration.

  4. 4

    Use Docusign from Oh My Pi

    Docusign’s approved tools appear in Oh My Pi. Every call is checked against policy and recorded.

Tools

30 Docusign tools in Oh My Pi

Runlayer policy decides which of these Oh My Pi 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.

See all 30 Docusign tools

Control

What Runlayer can see and stop in Oh My Pi

Some controls apply to every client at the gateway. Others depend on what Oh My Pi exposes to Runlayer.

  • Gateway policy (available)

    Every Docusign call from Oh My Pi passes through Runlayer, where your policies can allow, alert, mask, or block it.

  • Audit trail (available)

    Each call is recorded with the user, Oh My Pi as the client, the tool, and the policy and scanner decisions.

  • Native enforcement adapter (not available)

    Runlayer has no device-side adapter for Oh My Pi yet, so control happens at the gateway.

Frequently asked questions

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