Integrations/DocuSign
D

Control what your AI agents do in DocuSign.

Let your team build AI agents for DocuSign. Bollard AI controls what each one can do, and sending for signature stays off by default.

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DDocuSign
Contracts Agent
Draft envelopes TemplatesOffReadFull use
Envelope status EnvelopesOffReadFull use
Signed documents CompletedOffReadFull use
Send for signature
What agents can do

Set what each agent can do with documents and envelopes.

Each agent is set to Off, Read, or Full use across your documents and envelopes. Anything not allowed is denied, and the binding actions, like sending for signature, are separate switches that stay off by default.

Off
No access
The agent can’t see your envelopes or templates.
Read
Read-only
The agent can read envelope status and your templates, and see who has signed. It can’t change or send anything.
Full use
Prepare drafts
The agent can prepare draft envelopes from your templates. Sending them for signature stays a separate switch.

Some actions stay off until explicitly turned on

Each one is legally binding, removes a document, or releases a signed copy, so it could override the limits set elsewhere.

Sending an envelope for signatureVoiding or deleting envelopesDownloading completed, signed documents
Set up & manage

Connect once. Manage everyone from there.

Connect once, then control access person by person. No new keys to hand out.

Step 1 · Set up

Connect once, company-wide

An admin connects your company’s DocuSign account a single time. Bollard AI lays out what an agent can do with your documents and envelopes, and anything you don’t allow stays out of reach for every agent.

Step 2 · Manage

Control access per person and agent

From one dashboard, set what every person and their agents can reach. Change it any time, with no new keys for anyone.

OffNo access
ReadRead-only
Full usePrepare draft envelopes from your templates
Example

A contract-prep agent.

A contracts agent prepares draft NDAs from your standard template and checks who has signed, but it can’t send them for signature or open completed documents.

Draft envelopes TemplatesOffReadFull use
Envelope status EnvelopesOffReadFull use
Signed documents CompletedOffReadFull use

Manage access

ALLOWEDContracts Agent prepared a draft from the NDA template
ALLOWEDContracts Agent checked signing status on an envelope
BLOCKEDContracts Agent tried to send an envelope for signature, denied by default

Monitor activity

The security model

Top-tier security.

Bollard AI is access control for AI agents. It sits between your agents and DocuSign, so they never hold your DocuSign keys and never reach DocuSign directly.

Everything runs through Bollard AI

Agents send their requests to Bollard AI, not to DocuSign. Bollard AI checks each one against your rules and passes only the allowed requests through.

Denied by default

Every part of DocuSign starts off-limits, and sending for signature is held back on top of that. An agent gets in only where you’ve allowed it, and anything Bollard AI doesn’t recognise is refused and held for review, never waved through on a guess.

Your keys stay sealed

Your DocuSign keys are sealed in a vault unique to your company and never shown again. Bollard AI unlocks them only for the instant an allowed request needs it.

Activity you can read

Every attempt is recorded in plain English: who or which agent, what they tried, which envelope or template, and the decision. The record is readable and can’t be edited after the fact.

Questions

DocuSign, answered.

Does connecting DocuSign hand Bollard AI your whole account?+
Only what’s connected. An admin connects your DocuSign account, and you decide what each agent can do with your documents and envelopes. Bollard AI doesn’t browse or copy your account. It sits in front of it and checks every request the agents make, passing or blocking each one.
Can an agent send a contract for signature on its own?+
Not unless you turn it on. Sending an envelope for signature is legally binding, so it’s held off by default. An agent can prepare a draft and leave it for a person to send, or you can switch sending on for a specific agent.
Can an agent see more than the person who owns it?+
No. An agent reaches only what its owner reaches. An explicit Off always overrides an inherited permission.
Where do our DocuSign keys live?+
Sealed in an encrypted vault, behind a key unique to your company. It’s never shown again once connected, and Bollard AI unseals it only for the instant an allowed request needs it.
What happens when an agent tries something it’s not allowed to do?+
Bollard AI blocks the request before it reaches DocuSign, and the blocked attempt lands in the activity record with the reason.
How do we connect DocuSign?+
An admin connects the company’s DocuSign account once. Bollard AI seals the connection and lays out what agents can do with your documents and envelopes. From then on, all management happens in the Bollard AI dashboard.
Early access

Put your team’s agents to work in DocuSign, without the risk.

We’re onboarding our first development partners now. Tell us about your setup and we’ll be in touch.

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