What Horizon can see
Approved envelopes, templates, documents, recipients, signing status, delivery history and supported account records.
DocuSignProductivity and collaboration software
AI automation inside DocuSign.
Use approved envelopes, templates and recipient status to reduce manual chasing without surrendering signing control.
Outstanding signature follow-up
ER
@Horizon, show me agreements sent this month that are still waiting on a recipient and explain the last activity.
On it. Checking DocuSign now.Approved DocuSign records checkedWork waiting on someone flaggedCross-checked and compiled into one list
An outstanding signature follow-up list.
Completed-agreement reconciliation report
NB
@Horizon, compare this completed envelope with the client record and flag missing names, dates or documents.
On it. Checking DocuSign now.Documents checked in DocuSignMissing items listed for follow-upCross-checked and compiled into one report
A completed-agreement reconciliation report.
Envelope draft
GK
@Horizon, prepare the envelope from the approved template and recipient details, but do not send it until reviewed.
On it. You approve before anything is saved.The approved template checked in DocuSignNothing saved in DocuSign until you approve
A DocuSign envelope draft ready to approve.
The connection
How does Horizon actually get into DocuSign?
Horizon connects through DocuSign's official API. Your team approves which records Horizon can use and what it may prepare before the build starts.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
DocuSignYour approved records
What Horizon can prepare
Horizon shows your team envelope drafts, recipient details, reminders and supported template-based documents for staff review before sending.
How work can start
DocuSign can notify Horizon about envelope and recipient status changes, while scheduled checks cover outstanding agreement work.
What we confirmed about the DocuSign connection
- Horizon can prepare an envelope and monitor its progress, while a person keeps control of sending and correction.
- DocuSign can report signing progress as it changes, reducing repeated manual status checks.
- Templates and account entitlements determine which document and signing actions are available.
Checked against official DocuSign information on .
Day to day
Use DocuSign without jumping between systems.
DocuSign stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.
We connect one workflow first, prove it with your team on real review steps, then expand.
Often paired with
Software we connect with DocuSign.
Common questions
Using Horizon with DocuSign, answered.
What could our team ask Horizon to do with DocuSign?
Use approved envelopes, templates and recipient status to reduce manual chasing without surrendering signing control. Typical results include an outstanding signature follow-up list, a completed-agreement reconciliation report, and a DocuSign envelope draft ready to approve.
Can our team use DocuSign from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved DocuSign information and connected systems, then returns the answer or proposed action for review.
Can Horizon use DocuSign with Outlook, SharePoint or our other software?
Yes. We design one workflow around DocuSign and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in DocuSign, not just answer questions?
Yes, where DocuSign supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in DocuSign?
We start with one useful, controlled request such as: @Horizon, show me agreements sent this month that are still waiting on a recipient and explain the last activity. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
A DocuSign administrator or account user approves the account and integration. Available templates, envelopes and actions follow that account's plan and permissions.
Does Horizon replace DocuSign?
No. DocuSign remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the DocuSign workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing
Put AI to work inside DocuSign.
Tell us the DocuSign job you would rather not do yourself.
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