DocuSign Tables
The DocuSign integration uses the following tables
Tables
DocuSignDocuments
This table stores information about documents processed through DocuSign.
| Name | Type | Description |
|---|---|---|
| AuthoritativeCopy | bit | Indicates whether this document is the authoritative copy |
| BatchDate | datetime | The date and time data was synced to our database. |
| ConfigID | integer | The ID of the configuration within Compyl. |
| DocGenDocumentStatus | string | The status of the document as part of DocuSign's document generation process. |
| DocumentBase64 | string | The document content stored in a Base64-encoded format. |
| DocumentId | string | The identifier assigned to the document by DocuSign. |
| DocumentIdGuid | string | A unique GUID assigned to the document in the system. |
| EnvelopeId | string | The unique identifier of the DocuSign envelope that contains this document. |
| Name | string | The name or title of the document. |
| SignerMustAcknowledge | string | Specifies if a signer must explicitly acknowledge receipt of the document before signing. |
| TemplateLocked | bit | Indicates whether the document is locked to prevent modifications if it was created from a template. |
| TemplateRequired | bit | Indicates whether this document requires a template to be valid. |
| Type | string | The type of document. |
| URL | string | The direct URL to access the document via DocuSign's API. |
DocuSignEnvelopes
This table stores information about DocuSign envelopes, which are used to manage digital document signing workflows. An envelope represents a transaction that includes documents, recipients, and metadata related to the signing process.
| Name | Type | Description |
|---|---|---|
| BatchDate | datetime | The date and time data was synced to our database. |
| CompletedDateTime | datetime | The timestamp when the envelope was completed, meaning all required signatures have been collected. |
| ConfigID | integer | The ID of the configuration within Compyl. |
| EnvelopeId | string | The unique identifier for the envelope, assigned by DocuSign. |
| SentDateTime | datetime | The timestamp when the envelope was sent to recipients for signing. |
| Status | string | The current status of the envelope. |
| StatusDateTime | datetime | The timestamp when the envelope's status last changed. |
DocuSignGroups
The DocuSignGroups table stores information about user groups within the DocuSign system.
| Name | Type | Description |
|---|---|---|
| BatchDate | datetime | The date and time data was synced to our database. |
| ConfigID | integer | The ID of the configuration within Compyl. |
| GroupId | string | The unique identifier for the DocuSign group |
| GroupName | string | The name assigned to the group. |
| GroupType | string | The type of group, which categorizes the group within the DocuSign system. |
| PermissionProfileId | string | The identifier of the permission profile associated with this group. |
| UsersCount | integer | The total number of users assigned to this group. |
DocuSignPermissionProfiles
The DocuSignPermissionProfiles table stores information about permission profiles within the DocuSign system. Permission profiles define the level of access and allowed actions for users or groups in an organization’s DocuSign integration.
| Name | Type | Description |
|---|---|---|
| BatchDate | datetime | The date and time data was synced to our database. |
| ConfigID | integer | The ID of the configuration within Compyl. |
| PermissionProfileId | string | The ID of the permission profile |
| PermissionProfileName | string | The name of the permission profile |
DocuSignRecipients
This table stores information about recipients involved in DocuSign envelope transactions. A recipient can take on different roles, such as signer, agent, notary, witness, or editor. Each recipient is associated with a specific DocuSign envelope and user, facilitating tracking and management of digital signatures within the system.
| Name | Type | Description |
|---|---|---|
| BatchDate | datetime | The date and time data was synced to our database. |
| ConfigID | integer | The ID of the configuration within Compyl. |
| EnvelopeId | string | The unique identifier for the DocuSign envelope associated with the recipient. |
| IsAgent | bit | A flag indicating whether the recipient is acting as an agent. |
| IsEditor | bit | A flag indicating whether the recipient has editing privileges. |
| IsNotary | bit | A flag indicating whether the recipient is a notary public. |
| IsSigner | bit | A flag indicating whether the recipient is required to sign the document. |
| IsWitness | bit | A flag indicating whether the recipient is a witness for the document signing process. |
| RecipientId | string | A unique identifier for the recipient within the DocuSign system. |
| UserId | string | The identifier for the user within the system. |
DocuSignUsers
This table stores user information for individuals who have access to the DocuSign integration within our system.
| Name | Type | Description |
|---|---|---|
| BatchDate | datetime | The date and time data was synced to our database. |
| ConfigID | integer | The ID of the configuration within Compyl. |
| CountryCode | string | The country code associated with the user's account. |
| CreatedDateTime | datetime | The date and time when the user account was created in DocuSign. |
| string | The user’s registered email address in DocuSign. | |
| FirstName | string | The user’s first name. |
| IsAdmin | bit | Indicates whether the user has administrative privileges in DocuSign. |
| IsAlternateAdmin | bit | Specifies if the user has alternate administrator rights. |
| JobTitle | string | The user’s job title. |
| LastLogin | datetime | The timestamp of the user’s last login activity. |
| LastName | string | The user’s last name. |
| LoginStatus | string | The current login status of the user. |
| MiddleName | string | The user’s middle name. |
| PasswordExpiration | datetime | The date and time when the user’s password is set to expire. |
| PermissionProfileId | string | The ID associated with the user's assigned permission profile in DocuSign. |
| PermissionProfileName | string | The name of the user's permission profile, defining their access level. |
| Title | string | The user’s professional title. |
| UserId | string | A unique identifier assigned to each user in DocuSign. |
| UserName | string | The full name of the user as stored in DocuSign. |
| UserStatus | string | The current status of the user account. |
| UserType | string | Specifies the type of user. |
Bridge Tables
DocuSignGroups_DocuSignUsers
Bridge table for groups and users
| Name | Type | Description |
|---|---|---|
| BatchDate | datetime | The date and time data was synced to our database. |
| ConfigID | integer | The ID of the configuration within Compyl. |
| GroupId | string | The ID of the group. |
| UserId | string | The ID of the user. |
Updated over 1 year ago