# Wealthbox CRM for Docusign IAM

> Connect Wealthbox CRM to your Docusign agreement workflows. Read contact and opportunity data to pre-fill envelopes and write signed data back to the right records, all without leaving your workflow.

- Web page: https://fluidlabs.com/documentation/wealthbox-for-docusign
- Published by: Fluidlabs
- Status: Live on the Docusign App Center
- Docusign App Center listing: https://apps.docusign.com/app-center/app/865378a5-94fe-4f75-a218-dab2f7d42b89
- App page: https://fluidlabs.com/integrations/wealthbox-for-docusign
- Last updated: 2026-07-28
- Support: docusign-support@fluidlabs.com

## Contents

- [Quick Start](https://fluidlabs.com/documentation/wealthbox-for-docusign#quick-start)
- [Implementation Guide & Known Behaviors](https://fluidlabs.com/documentation/wealthbox-for-docusign#implementation-guide--known-behaviors)
- [Installation and Configuration](https://fluidlabs.com/documentation/wealthbox-for-docusign#installation-and-configuration)
- [How to Use the App](https://fluidlabs.com/documentation/wealthbox-for-docusign#how-to-use-the-app)
- [Read from Wealthbox CRM](https://fluidlabs.com/documentation/wealthbox-for-docusign#read-from-wealthbox-crm)
- [Writeback to Wealthbox CRM](https://fluidlabs.com/documentation/wealthbox-for-docusign#writeback-to-wealthbox-crm)
- [FAQ & Troubleshooting](https://fluidlabs.com/documentation/wealthbox-for-docusign#faq--troubleshooting)

---

## Quick Start

### 1. Install the App

- Open the [**Docusign App Center**](https://apps.docusign.com/app-center/extensionapps) and search for **Wealthbox**.
- Open the **Wealthbox** app card, click **Install App**, then **Install and Authorize** on the consent screen.

### 2. Create a Connection

- On the installed app page, click **Connect Account**.
- Choose the connection visibility (**Private** or **Shared**), give the connection a name, and click **Log In**.
- Sign in to Wealthbox and approve access for the app. You return to Docusign and the connection is added.

### 3. Create a Workflow

- In Docusign, open **Workflow Manager** and create a workflow.
- Choose your preferred workflow start type.
- Add a Wealthbox step: **Read** or **Writeback**.

### 4. Available Actions

- [**Read from Wealthbox**](https://fluidlabs.com/documentation/wealthbox-for-docusign#read-from-wealthbox-crm): pull a Contact or Opportunity record into your workflow to pre-fill envelope fields.
- [**Writeback to Wealthbox**](https://fluidlabs.com/documentation/wealthbox-for-docusign#writeback-to-wealthbox-crm): create or update a Contact or Opportunity with data collected during the agreement flow.

### 5. Key Things to Know

- **Match by Record ID where you can.** Using a record's `Record ID` as the match key is the most reliable way to hit the exact record and avoid mismatches.
- **Reconnect after an app update** (**Manage Connections → Reconnect**) so Docusign refreshes its cached record and field catalog.


## Implementation Guide & Known Behaviors

### Record Matching and Upsert

Writeback steps find the target record using the match condition you configure. The behavior depends on the **Write setting** you pick in the Writeback step: **Update**, **Create**, or **Update or Create**.

Match identifiers:

- **Record ID** (recommended): resolves the exact record.
- **First Name + Last Name** (contacts): matched **exactly** (case-insensitive). If several contacts share the exact name, the step stops with a "multiple records" error.
- **Email** (contacts): matched via Wealthbox's email search.
- **Opportunities match by Record ID only.**

### Mandatory Fields in Writeback

| Record | Required on create |
| --- | --- |
| **Contact** | First Name, Last Name |
| **Opportunity** | Name, Stage Name, Probability, Amount, Target Close Date |

### Assigning Users and Linking Contacts by Name

- `Assigned To Name` (contacts and opportunities; the same "Assigned" field you see on the Wealthbox edit page). It resolves to a workspace user (the person the record is assigned to), not a contact from the Contacts list. `Assigned To ID` is also available; if you map both, the ID wins.
- `Stage Name` (opportunities) accepts the stage name as Wealthbox shows it on the opportunities page.
- `Linked Contact Name` (opportunities) links the opportunity to a contact by exact name. When both `Linked Contact ID` and `Linked Contact Name` are mapped, the ID wins.
- **Name lookups are case- and whitespace-sensitive.** Make sure your Wealthbox user and contact names have no extra or trailing spaces, or a lookup can fail even when the name looks right in the UI.

### Data Formatting and Validation

- **Amounts** accept plain numbers (`50000`), decimals (`1234.56`), US-grouped values (`1,234.56`), and values with a dollar sign (`$77,777`), so a read amount can be mapped back into a write. Ambiguous formats (for example a European decimal comma like `77,50`) are rejected with an error naming the field, so a misread value is not written.
- **Date fields.** `Birth Date`, `Client Since` and `Target Close Date` are true date fields, so Docusign gives you a date picker and date operators instead of free text. They accept a full ISO 8601 value or a plain `YYYY-MM-DD`.
- **Phone extensions** live in the separate `Primary Phone Extension` field; `Primary Phone` carries the clean number.

### Field Values Reference

#### Contact fixed-value fields

These fields accept a fixed set of values. Values are **case-sensitive**, and an invalid value stops the step.

| Field | Accepted values |
| --- | --- |
| Contact Type | `Client`, `Past Client`, `Prospect`, `Vendor`, `Organization` |
| Contact Source | `Referral`, `Conference`, `Direct Mail`, `Cold Call`, `Other` |
| Status (Active/Inactive) | `Active`, `Inactive` |
| Marital Status | `Married`, `Single`, `Divorced`, `Widowed`, `Life Partner`, `Separated`, `Unknown` |
| Gender | `Female`, `Male`, `Non-binary`, `Unknown` |
| Household Role | `Head`, `Spouse`, `Partner`, `Child`, `Grandchild`, `Parent`, `Grandparent`, `Sibling`, `Other Dependent` |

`Contact Type` and `Contact Source` are customizable per Wealthbox account. The values above are the standard set, and an account may have additional options configured.

A couple of conventions for the free-text contact fields:

- **Primary State** accepts either a full name (`California`) or an abbreviation (`CA`).
- The app always works with the **primary** email, phone, address, and website; secondary entries are not read or written, and the entry type (Work, Home, Mobile…) is not exposed.

Date and phone-extension formatting is covered under [Data Formatting and Validation](https://fluidlabs.com/documentation/wealthbox-for-docusign#implementation-guide--known-behaviors), and `Tags` behavior under [Known Behaviors](https://fluidlabs.com/documentation/wealthbox-for-docusign#implementation-guide--known-behaviors).

#### Opportunity fixed-value fields

| Field | Accepted values |
| --- | --- |
| Amount Kind | `Fee`, `Commission`, `AUM`, `Other` |
| Probability % | A whole number from 0 to 100, in 10-point steps (`0`, `10`, `20` … `100`) |
| Stage Name | The stage names configured in your Wealthbox pipeline (account-specific). The default pipeline is `Evaluation`, `Identify Decision Makers`, `Qualification`, `Needs Analysis`, `Review`, `Proposal`. The name is resolved to the stage. |

### Notes

The app can write a **Note** to Wealthbox as part of a workflow.

Notes are **create-only**: the step creates a note; there is no update or delete.

| Field | Required | Notes |
| --- | --- | --- |
| Content | Yes | The note body: text and/or a link to the signed document. |
| Linked Record ID | No | Record ID of the record the note attaches to. |
| Linked Record Type | No | Contact, Opportunity, or Project. |
| Visible To | No | `Everyone`, `Private`, or a user group id. |

Where the note appears depends on whether it is linked:

- **Content only.** The note is created but not attached to any record. It appears in the workspace activity feed on the Wealthbox **Home** page as a standalone posted note (the feed has a search box, so it can be found by a snippet of its text).
- **Content plus Linked Record ID (and Type).** The note is attached to that record and appears **both** in the Home feed and on the record itself (for a contact, in the contact's Notes / Activity section).

So if the note should appear on a specific contact, always map **Linked Record ID**, and it must be a real record id (a placeholder such as `<contact record id>` stops the step with a 400).

### Known Behaviors

- **Tags replace, not append.** Writing `Tags` replaces the record's full tag set, so include every tag the record should keep.
- **Company Name.** Writing a company links it to an existing Organization record, or creates a new one if it doesn't exist.
- **Households attach by name.** `Household Name` attaches the contact to an existing household with that name; `Household Role` sets their role.
- **Opportunities can hold several amounts** (Fee, Commission, AUM, Other). The app reads and updates the **first** amount; an update edits it in place and preserves the others, and an amount-only update keeps the existing kind.
- **"Overwrite if field value exists".** If this checkbox is left unticked on a field, the existing value in Wealthbox is kept and the field is not updated; tick it to overwrite the current value.
- **Notes are create-only, and an unlinked note goes to the activity feed.** A note written without `Linked Record ID` is created but not attached to any record. It appears in the Home activity feed instead of on a client record.


## Installation and Configuration

This section walks through installing the Wealthbox app and connecting it to your Wealthbox CRM account for use with Docusign Workflow Manager.

### Prerequisites

- A **Wealthbox CRM** account to sign in with when you connect.
- A **Docusign** account with admin rights to install and manage apps in the App Center.

### How to Install the App

- Open the [**Docusign App Center**](https://apps.docusign.com/app-center/extensionapps) and search for **Wealthbox** in the search bar.

  ![Docusign App Center search results showing the Wealthbox extension app by Fluidlabs.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/app-center-search.webp)

- Click the **Wealthbox** app card to open its detail page, then click **Install App**.

  ![The Wealthbox app page in the Docusign App Center with the Install App button.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/app-install.webp)

- Review the access the app requests and click **Install and Authorize**.

  ![The Install and authorize Wealthbox app screen listing the requested access, with the Install and Authorize button.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/install-authorize.webp)

The app now appears with an **Installed** status.

### Connecting Your Account

Once installed, authorize the connection between Docusign and your Wealthbox account.

- On the installed app page, click **Connect Account**.

  ![The installed Wealthbox app page showing the Connect Account button.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/connect-account.webp)

- **Connection Visibility**: choose how the connection is shared:

  - **Private**: accessible only by you in Docusign.
  - **Shared**: accessible by multiple users or the whole team; best for collaborative workflows.

  ![The Connection Visibility step with Private and Shared options; Shared is selected.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/connection-visibility.webp)

- **Name Connection**: enter a clear name (e.g., "Wealthbox-Connection-1"); it appears in workflow steps, so make it easy to identify. Click **Log In**.

  ![The Name Connection step with the name Wealthbox-Connection-1 entered.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/name-connection.webp)

- Sign in to Wealthbox when its sign-in page opens, and approve the access the app requests. There is no API token to create or paste.

Once you approve, you return to Docusign and the connection is added.

The connection turns **Active** and is ready to use in your workflow steps.

### Managing Connections

You can add, rename, reconnect, or delete connections at any time without reinstalling the app. On the Wealthbox app page, open the **Manage** dropdown.

![The Manage dropdown on the Wealthbox app page showing New Connection, Manage Connections, Manage Apps, and Uninstall App.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/manage-connections-menu.webp)

Select **Manage Connections** to see every connection with its type, status, last-updated time, and who created it. Use the three-dot (⋮) menu next to a connection:

![The Wealthbox connections list with the three-dot menu open showing Edit connection name, Reconnect, Reload Objects, and Delete Connection.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/connections-reconnect.webp)

- **Reconnect**: refresh the connection. Run this once after the app receives an update that changes its fields or objects, so Docusign refreshes its cached catalog.
- **Reload Objects**: refresh the available record types and fields for the connection.
- **Delete Connection**: remove the connection. ⚠️ This may break workflows that use it.

### Adding a New Connection

Multiple connections are supported (for example, different team members' Wealthbox workspaces). Use **Manage → New Connection** on the app page, or **+ Add New Connection** on the Connections page, and follow the same steps as above. Each connection has its own Wealthbox sign-in and appears separately in workflow steps.


## How to Use the App

The Wealthbox app lets you work with your Wealthbox CRM data directly inside Docusign Workflow Manager: build workflows that read Wealthbox records, pre-fill agreements with that data, and write results back to Wealthbox after signing.

### Create a Workflow

To use the integration, first create a workflow in Docusign.

- Log in to Docusign and go to **Agreements → Workflows**.
- Click **Create Workflow**.

  ![The Docusign Workflows screen showing existing workflows and the Create Workflow button.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/workflow.webp)

- Build your workflow using the available steps, including the Wealthbox actions provided by the app.
- Publish the workflow when it is ready.

### Available Wealthbox Actions

Once the app is installed and connected, its actions appear in the step picker. Click **+ Add Step** and search for **Wealthbox**:

![The Add New Step dialog with "Wealthbox" searched, showing Writeback to Wealthbox and Read from Wealthbox.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/add-step-actions.webp)

- **Read from Wealthbox**: fetch one record (Contact or Opportunity) and expose its fields as workflow variables. See [Read from Wealthbox](https://fluidlabs.com/documentation/wealthbox-for-docusign#read-from-wealthbox-crm).
- **Writeback to Wealthbox**: create or update a Contact or Opportunity from workflow data. See [Writeback to Wealthbox](https://fluidlabs.com/documentation/wealthbox-for-docusign#writeback-to-wealthbox-crm).

A typical agreement flow: **Read** the client's contact → pre-fill the envelope → collect signatures → **Writeback** any updated details.


## Read from Wealthbox CRM

The **Read from Wealthbox** step retrieves a single record (Contact or Opportunity) from Wealthbox and exposes its fields as workflow variables for pre-filling an envelope, driving conditions, or feeding a later Writeback.

### Start the Workflow From an API Call

In this example the workflow starts **From an API Call** and receives the ID of the record to read, so an external system can trigger it and tell it which Wealthbox record to use.

- **Select a method**: choose **From an API Call**.

  ![The Add workflow start panel with From an API Call selected as the method.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/read-workflow-start-method.webp)

- **Set up variables**: add a **Text** variable named `object_id`. The external system passes the record's ID into this variable when it triggers the workflow.

  ![The variables step with a Text variable named object_id.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/read-workflow-start-variable.webp)

- **Process type**: choose **Automated process**, since another system (not a person) makes the API call.

  ![The process-type step with Automated process selected.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/read-workflow-start-process.webp)

Once published, the workflow has a URL your external system calls (GET or POST), passing `object_id`. The Read step uses that value to look up the exact Wealthbox record.

### 1. Add the Read Step

On the workflow canvas, click **+ Add a step** below **Start Workflow**.

![The workflow canvas with the Add a step button below the From an API call start.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/read-add-step-canvas.webp)

Search for **Wealthbox** and select **Read from Wealthbox**.

![The Add New Step dialog with Read from Wealthbox highlighted.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/read-add-step-search.webp)

### 2. Configure Connection and Object

- **Connection**: select the connection you created during [installation](https://fluidlabs.com/documentation/wealthbox-for-docusign#installation-and-configuration), for example "Wealthbox-Connection-1 (Shared)".

  ![The Read step Connection dropdown showing the Wealthbox connection.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/read-configure-connection.webp)

- **Wealthbox object**: choose the record type. Two are available, **Contact** and **Opportunity**; this example uses **Contact**.

  ![The Wealthbox object dropdown showing Contact and Opportunity.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/read-configure-object.webp)

Click **Next**.

### 3. Select Fields

Click **Add or Remove Fields** and tick the fields your workflow needs; you don't have to select them all. The selected fields become workflow variables for later steps.

![The Fields step with the Add or Remove Fields button.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/read-select-fields.webp)

![The field browser listing Contact fields with checkboxes.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/read-fields-browser.webp)

Available fields:

**Contact (read):** Record ID, Type, First / Middle / Last Name, Nickname, Prefix, Suffix, Company Name, Job Title, Contact Type, Contact Source, Status, Marital Status, Gender, Birth Date, Client Since, Background Information, Visible To, Assigned To (ID and Name), Primary Email, Primary Phone (+ Extension), Primary Street Line 1/2, City, State, Zip, Country, Primary Website, Tags, Household (ID, Name, Role, Members), Referred By (ID), Created At, Updated At.

**Opportunity (read):** Record ID, Name, Description, Target Close Date, Probability, Stage Name, Assigned To Name, Next Step, Amount, Amount Kind, Linked Contact (ID, Name, Type), Created At, Updated At.

💡 **Note:** list-type CRM data is flattened for use in workflows: `Tags` arrives comma-separated, household members as `"Kevin Anderson (Head), Amy Anderson (Spouse)"`, and the primary email/phone/address are surfaced as the `Primary *` fields.

Click **Next**.

### 4. Identify the Record

Create a rule that tells the step which record to read. In this example, match the Wealthbox **Record ID** to the `object_id` variable from the workflow start:

- **Wealthbox field:** Record ID
- **Operator:** Equal to
- **Workflow field:** `object_id`

![The record-matching rule: Record ID equals object_id, set to return a single record.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/read-identify-record.webp)

Under **How many records should this step return?**, keep **A single record**. The step returns the first record that matches. Click **Apply**.

You can also match on other identifiers. For **Contacts**: Record ID, First + Last Name (exact), or Email. Matching by **Record ID** carried from the trigger is the most reliable, because it resolves the exact record.

⚠️ Name conditions match **exactly**: "Kev" won't match "Kevin". With **A single record** selected, the step takes the first match, so match by Record ID when you need one specific record.


## Writeback to Wealthbox CRM

The **Writeback to Wealthbox** step creates or updates a Contact or Opportunity from workflow data: signer-entered form fields, envelope metadata, or values carried from a Read step. It is typically the last step, after signing completes.

### 1. Add the Writeback Step

On the workflow canvas, click **+ Add a step** where you want the writeback, for example below a **Collect Data with Web Forms** step.

![The workflow canvas with the Add a step button below a Collect Data with Web Forms step.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/writeback-add-step-canvas.webp)

Search for **Wealthbox** and select **Writeback to Wealthbox**.

![The Add New Step dialog with Writeback to Wealthbox highlighted.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/writeback-add-step-search.webp)

### 2. Configure Connection, Object, and Write Setting

- **Connection**: select your Wealthbox connection (the same one you created during [installation](https://fluidlabs.com/documentation/wealthbox-for-docusign#installation-and-configuration)).

  ![The Writeback Connection dropdown showing the Wealthbox connection.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/writeback-configure-connection.webp)

- **Wealthbox object**: choose the record type, **Contact** or **Opportunity** (this example uses Contact).

  ![The Wealthbox object dropdown for the Writeback step.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/writeback-configure-object.webp)

- **Write settings**: choose how the step handles the data:

  - **Update or Create**: updates a matching record if one is found, or creates a new record if none matches (the upsert pattern).
  - **Update**: updates an existing record only; fails if no match is found. Supported for both Contacts and Opportunities.
  - **Create**: always creates a new record, whether or not one already exists.

  ![The Write settings options: Update or Create, Update, and Create.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/writeback-write-settings.webp)

Click **Next**.

### 3. Map Fields

Click **Add or Remove Fields**, then map each Wealthbox field to the workflow variable that supplies its value.

![Mapping Wealthbox fields to variables from the Collect Data with Web Forms step.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/writeback-map-fields.webp)

⚠️ Map from the **right source**. The picker also lists variables from your **Read from Wealthbox** step. Mapping from the Read step would write the original values back unchanged. For a writeback that saves the signer's input, map from the collected data (for example, here the **Collect Data with Web Forms** step).

Writable fields:

**Contact (write):** First Name*, Last Name*, Middle Name, Nickname, Prefix, Suffix, Company Name, Job Title, Contact Type, Contact Source, Status, Marital Status, Gender, Birth Date, Client Since, Assigned To (ID or Name), Primary Email, Primary Phone (+ Extension), Primary Street Line 1/2, City, State, Zip, Country, Primary Website, Tags, Household Name, Household Role.

**Opportunity (write):** Name*, Description, Target Close Date*, Probability*, Stage Name*, Assigned To Name, Next Step, Amount*, Amount Kind, Linked Contact (ID or Name).

_\* required on create._

Click **Next**.

### 4. Identify the Record

Create a rule that tells the step which record to write to. In this example, match the Wealthbox **Record ID** to the `Record ID` collected in the form:

- **Wealthbox field:** Record ID
- **Operator:** Equal to
- **Workflow field:** the form's Record ID

![The record-matching rule for Writeback: Record ID equals the form's Record ID.](https://fluidlabs.com/images/documentation/wealthbox-for-docusign/writeback-identify-record.webp)

Click **Apply**.

### Example: Updating an Opportunity

The walkthrough above updates a Contact; the same pattern updates an **Opportunity**, and updates are supported for both. Three settings differ:

- **Wealthbox object:** Opportunity
- **Write settings:** **Update** (or **Update or Create** for the upsert pattern)
- **Identify the record:** **Record ID** · **Equal to** · the opportunity `Record ID`.

Map the fields that should change, for example **Stage Name** and **Amount** after a signed engagement:

- **Stage Name** ← the stage your workflow assigns (resolved to the right stage)
- **Amount** ← the signed amount from the form

Remember to keep all required fields (marked *) mapped.


## FAQ & Troubleshooting

### Connection Issues

**Q: The record picker keeps loading, or shows outdated fields.**

A: Docusign caches the app's record and field catalog per connection. Go to **Installed Apps → Manage Connections → Reconnect**, then reopen the picker. This is expected once after any app update.

**Q: Connecting to Wealthbox did not complete.**

A: Start again with **Connect Account**, or use **Reconnect** on an existing connection, then sign in to Wealthbox and approve access. If you deny access on Wealthbox's screen, no connection is created. A connection made with a pasted API token before the app moved to Wealthbox sign-in needs one **Reconnect**.

### Matching Issues

**Q: Writeback says "Found multiple records" but I only see one matching contact.**

A: More than one record matched the condition, often an old duplicate or an imported record with the same name. Match by **Record ID** (read the record earlier in the workflow and carry its ID), or clean up the duplicates in Wealthbox.

**Q: My workflow matches an Opportunity by name and fails.**

A: That's by design: the Wealthbox API cannot search opportunities by name, so the app refuses instead of risking the wrong deal. Match opportunities by **Record ID**.

### Writeback Issues

**Q: The Amount I wrote shows as a different number, or the step failed on the amount.**

A: The app accepts `50000`, `1234.56`, `1,234.56`, and `$77,777`, including values read from another opportunity. Ambiguous formats (like a European decimal comma, `77,50`) are rejected with an error naming the field, so nothing incorrect is stored.

**Q: My tags disappeared after a writeback.**

A: Writing `Tags` replaces the record's whole tag set. Include the full list of tags the record should have. For example, read the current tags first and append the new one.

**Q: The step failed with a message like "Probability can't be blank".**

A: Make sure you've filled every required field. An opportunity needs Name, Stage Name, Probability, Amount, and Target Close Date; it won't create without all of them.

### Document Attachment

**Q: Can I upload the signed PDF file into Wealthbox?**

A: Not yet. Wealthbox's public API doesn't currently offer a file-upload endpoint; as soon as that becomes available, we'll add support for it.

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Wealthbox CRM for Docusign IAM is published by Fluidlabs. Docusign is a trademark of Docusign, Inc.