DevelopersHow to design a verification-first financial onboarding workflow using Docusign IAM and J.P. Morgan Payments Financial onboarding often breaks when verification and agreements happen in separate systems. This sample architecture shows how to verify identity and bank account details before generating an agreement with Docusign IAM and J.P. Morgan Payments. Niani Byrd
DevelopersHow Prisidio Replaced Custom Partner Integrations With One Docusign WorkflowPrisidio replaced one-off partner integrations with a reusable workflow built on Docusign's platform. For developers building partner-facing integrations, their approach shows how designing around a shared workflow layer can eliminate per-partner custom builds.Leah Breen
DevelopersLegal AI Integration Patterns for Docusign MCP: Query Agreements and Trigger Workflows The Docusign MCP Server standardizes how specialized legal AI platforms connect to Docusign IAM, enabling them to query agreement data and trigger workflows through two integration patterns. Here's what each looks like and where to start building.Ken Priore
DevelopersDocusign Error Code 444: What It Means and How to Resolve ItError code 444 occurs when Docusign blocks a request at the security layer before it reaches the API. The block may be triggered by a known exploit signature or suspicious activity pattern.Matt King
DevelopersHow OAuth Works in Docusign Extension AppsOAuth is the security foundation of every Docusign Extension App. This guide covers the two supported flows, the endpoints you need to build, and how to handle tokens correctly with a full walkthrough.Mohit Kumar
DevelopersBuild Centralized Agreement Hubs Using the Docusign Workspaces API The Docusign Workspaces API lets you build centralized agreement hubs directly into your application. Learn how it works, explore two real-world use cases, and get started with a working sample app. Gil Vincent
DevelopersHow to Build Agentic Agreement Workflows with Docusign and SalesforceThis post provides a technical guide on building agentic agreement workflows by integrating Salesforce Agentforce with Docusign IAM.Lawan Likitpunpisit
DevelopersHow to call the Agreement Manager API from Agentforce for smarter agreementsLearn how to call the Agreement Manager API from an Agentforce agent using a custom Apex class and named credentials.Paige Rossi
DevelopersHow to set up Salesforce authentication to access any Docusign APILearn to configure your authentication in Salesforce so you can call any Docusign API from an Apex class.Paige Rossi