Docusign external content connector
The Docusign external content connector retrieves agreements from envelopes in your Docusign source system and makes their content and metadata searchable in AI Search applications.
Connector administrators can run or schedule content crawls to retrieve updated content and access permissions from your source system, or user permission crawls to retrieve updated security principals from your source system. Both types of crawl feed their data to AI Search for indexing.
The indexed content and metadata are stored as records in a connector-specific indexed source. Search administrators can create search sources from this indexed source and link them to search profiles to make the indexed records searchable in AI Search applications.
The Docusign external content connector doesn’t support the shared access feature in Docusign. As a result, users in search applications can't see searchable content and metadata from envelopes that they only have shared access to.