Microsoft Copilot security directory

Docusign

Published by DocuSign, Inc.

High risk

Docusign enables organizations to create, commit to and manage their agreements across the entire agreement lifecycle. Customers can accelerate revenue, reduce risk and unlock value from the agreements that run their business.

Security assessment

Plutonium assessed this connector for permissions, capabilities, and security-relevant behavior.

  • Reads your private information: This connector can read data the connected service holds about you - documents, messages, contact lists, source code, customer records, or saved profile details - and pass it back to the AI.
  • Can change or update your information: This connector can edit, rename, overwrite, or otherwise modify records in the connected service. If a request gets manipulated, your data could be altered without you noticing.
  • Can permanently delete data: This connector can erase records, files, or accounts. Once deleted the data may be unrecoverable - even an accidental request can cause permanent loss.
  • Can send messages as you: This connector can post messages, emails, or notifications on your behalf. Recipients will believe the message came from you, which makes phishing or social-engineering risks higher.
  • Sends your data to outside companies: Anything you share with this connector flows to a third-party service. That company sees, stores, and may use the data according to their own policies.

Available capabilities

This add-on exposes 52 tools or capabilities.

  • Add documents to an envelope
  • Add recipient to an envelope (V2)
  • Add reminders for an envelope
  • Add tabs for a recipient on an envelope
  • Add verification type to a recipient
  • Apply a template to documents
  • Bulk send envelope using template
  • Copilot for Sales: Get email summary
  • Copilot for Sales: Get key sales
  • Copilot for Sales: List envelopes
  • Copilot: Get related activities
  • Copilot: Get related records
  • Copilot: List envelopes
  • Create bulk send list
  • Create envelope
  • Create envelope using composite templates
  • Create envelope using template
  • Create envelope using template with recipients and tabs
  • DEPRECATED: Add recipient to an envelope
  • DEPRECATED: Create envelope using template
  • DEPRECATED: Create envelope using template with recipients
  • DEPRECATED: Get documents from envelope
  • Generate Embedded Sender URL
  • Generate Embedded Signing URL (V2)

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