The DocuSign integration allows organizations to automatically send NDA agreements to Trust Center requesters before granting access to private documents. When connected, Drata sends NDA envelopes through DocuSign and tracks signing status before allowing access to sensitive files.
This integration helps streamline document access management and NDA workflows within the Trust Center.
Key Capabilities
Automated NDA Requests: Send NDAs to Trust Center requesters before granting access
Envelope Tracking: Monitor NDA signing status directly within Drata
Secure Document Access: Ensure NDAs are signed before private files are shared
Prerequisites & Data Access
DocuSign Access Requirements
Your DocuSign plan must include Organization Management.
You must have the Organization Admin role in DocuSign.
Your NDA template must be configured as a one-way template.
The NDA document must be pre-signed so only the requester needs to sign.
Permissions & Data Table
Permission/Scope | Why It’s Needed |
Send envelopes | Allows Drata to send NDA envelopes to Trust Center requesters |
Templates: Use | Allows Drata to use the configured NDA template |
View and manage envelope rights via API | Allows Drata to track the status of NDA envelopes |
Send on behalf of other users via API | Allows Drata to send envelopes automatically through the connected DocuSign account |
Step-by-Step Setup
Step 1: Verify DocuSign Administrative Access
You must be an Admin in Drata and an Organization Admin in DocuSign.
Navigate to the DocuSign Organization Admin portal:
https://apps.docusign.com/admin/organization/Log in to your DocuSign account.
On the Users page, select the Administrator tab.
Select Add Administrator.
Enter the required details and ensure the Permission Profile is set to: Administrator
Expected outcome:
Your account has the required DocuSign Organization Admin permissions.
Step 2: Connect DocuSign in Drata
Log in to Drata → go to the Connections page.
Navigate to Available Connections.
Search for and start the DocuSign connection process.
Select Connect your DocuSign account.
You will be redirected to DocuSign to authorize the connection.
Expected outcome:
DocuSign is successfully connected to Drata.
Configure NDA Templates for Trust Center
Before enabling NDA enforcement in Drata, you must configure your DocuSign template.
Configure the NDA Template
When creating the NDA template in DocuSign:
The recipient role must be set to "Signer"
The document must be pre-signed
Only the requester should need to add their signature
Important:
If you update your NDA template, replace the document within the existing template instead of creating a new template. Deleting the template will break existing Trust Center request workflows.
Enable DocuSign for Trust Center NDAs
Navigate to Trust Center → Settings in Drata.
Locate Document Access Management.
Select the edit icon.
Under Set up preferences for Trust Center document access, choose:
Use DocuSign for NDA
Enter the Template ID for the DocuSign NDA template.
Expected outcome:
DocuSign is configured as the NDA provider for Trust Center requests.
How the NDA Workflow Works
Once the integration is enabled:
A requester submits a Trust Center access request.
An administrator reviews the request and selects Approve.
Drata automatically sends a DocuSign envelope containing the NDA.
The requester signs the NDA in DocuSign.
After the signature is completed, Drata automatically grants access to the requested files.
You can track the NDA status directly from the Trust Center request page.
Important Notes
Template management: Do not delete your DocuSign template after configuring it in Drata.
Permissions adjustment: After the connection is established, the Organization Admin access level can be reduced, but the required API permissions must remain enabled.
Template configuration: The template must allow requesters to sign as the recipient.