Excel Add-In for DocuSign

Build 24.0.9060

Data Model

Overview

This section shows the available API objects and provides more information on executing SQL to DocuSign APIs.

Key Features

  • The add-in models DocuSign entities like documents, folders, and groups as relational views, allowing you to write SQL to query DocuSign data.
  • Stored procedures allow you to execute operations to DocuSign, including retrieving the access token and keeping it refreshed in OAuth 2.0.
  • Live connectivity to these objects means any changes to your DocuSign account are immediately reflected when using the add-in.

Views

Views describes the available views. Views are statically defined to model Accounts, Documents, Folders, and more.

Stored Procedures

Stored Procedures are function-like interfaces to DocuSign. Stored procedures allow you to execute operations to DocuSign, including downloading documents and moving envelopes.

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Build 24.0.9060