Prepare Signer Details and Create a Template Request

Provide a template ID, signer roles and contacts, and the values to prefill. AI can create the DocuSeal request with the notification settings you choose.

What to Ask Leina to Do with DocuSeal

Copy a prompt, add your details, and send it to Leina in your connected team chat.

Read the template and create a request with signer roles, prefilled values, and your notification choice.

Read DocuSeal template [template ID], then create a signature request for signers [names, roles, and emails] with prefilled values [values] and expiry [date and time]. Use notifications [email, SMS, or neither] and return the signing links.

Get Started with DocuSeal

  1. Connect Your Account

    Connect with a DocuSeal API key for your account region.

  2. Try a Task

    Tell Leina what you need in your team chat. Include the source, destination, and expected result.

    Set Up Leina in Your Chat →
  3. Check the Result

    Review the result and any changes in the connected app.

Supported DocuSeal Capabilities

DocuSeal templates define document fields and signer roles. Submissions turn those templates into signature requests with signer-specific values and signing links.

Read Document Templates

List templates with filters and retrieve a template’s metadata and full payload.

Create Signature Requests

Create submissions from existing templates with submitters, prefilled fields, signing order, expiry, and notification settings.

View All 3 Actions
  • List Templates
  • Get Template
  • Create Submission

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Frequently Asked Questions

Can I obtain signing links without sending notifications?

Yes. Explicitly disable email and SMS notifications for the request and submitters, then use the created signing links.

Can a request include prefilled information?

Yes. Provide values matching template field names and identify the signer role each value belongs to.

Can this track later signing progress?

This connection reads templates and creates requests. It does not include a later submission-status lookup.

Your AI employee for DocuSeal

Tell Leina what you need in your team chat. Include the source, destination, and expected result.