DocuSign is an electronic signature and digital transaction management service that allows users to securely sign, send, and manage documents online. It helps streamline the signing process, reduce paper use, and enhance workflow efficiency by allowing documents to be signed electronically on various devices.
Trelica's integration with DocuSign provides a comprehensive solution for managing your electronic signature needs while streamlining user management. This integration empowers organizations to oversee their DocuSign accounts effectively, ensuring a secure and efficient user experience.
Key Features
- Contracts: Facilitates the exchange of SaaS related contract information, including license entitlements, renewal terms, contract value, and related documentation.
- Manage Users: Supports write actions to provision or modify a user’s group, role, and licenses, ensuring effective user management within DocuSign.
- Groups: Returns additional user context in the form of a user’s group(s) in DocuSign, enabling better organization and access control.
- Licenses: Syncs SaaS license entitlement and user assignment information, simplifying license management across your organization.
- User Activity: Returns user activity in DocuSign, including last login details, which augments the basic authentication data for better tracking and auditing.
- User Roles: Returns user role assignments in DocuSign, offering insights into user permissions within the application.
- Users: Syncs user data, including account status, type, and IDs, augmenting the core user data available from Identity Providers.
Key Benefits
- Enhanced User Management: Streamlines the management of user roles, groups, and licenses, ensuring users have the appropriate access levels.
- Improved Security: The ability to deprovision users prevents unauthorized access while keeping user records intact for compliance purposes.
- Data Visibility: Offers in-depth insights into user activity and account status, which aids in auditing and compliance efforts.
- Efficient License Tracking: Simplifies the monitoring of SaaS license usage and entitlements, promoting better resource allocation.
- Collaborative Workflow: Enables a cohesive approach to managing electronic signatures and contracts across teams, enhancing collaboration.
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