> ## Documentation Index
> Fetch the complete documentation index at: https://dialnexa.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Documenso

> Connect DialNexa calls to Documenso for file, document, folder, form submission, PDF, extracted field, signature request, or review task workflows.

Documenso is an open-source electronic signature platform that allows users to create, send, and sign documents digitally.

<Note>
  Use Documenso with DialNexa when the call depends on a file, form, PDF, signature, contract, storage folder, or document review.
</Note>

## Where Documenso fits in a DialNexa workflow

Documenso should receive DialNexa output when the conversation affects a file, document, folder, form submission, PDF, extracted field, signature request, or review task. The handoff should explain what the caller asked for, what DialNexa learned, which record or object is affected, and who owns the next step.

<CardGroup cols={2}>
  <Card title="Store evidence correctly" icon="check-circle">
    Keep recordings, transcripts, generated PDFs, and signed documents beside the customer or case record.
  </Card>

  <Card title="Prepare document handoffs" icon="check-circle">
    Capture document type, owner, missing fields, requested change, deadline, and approval path.
  </Card>

  <Card title="Extract or verify fields" icon="check-circle">
    Compare caller statements with parsed invoice, ID, contract, form, or PDF data before approval.
  </Card>

  <Card title="Route signature blockers" icon="check-circle">
    Record who needs to sign, what term is disputed, what changed, and whether legal or finance must review.
  </Card>
</CardGroup>

## What DialNexa should capture for Documenso

* Caller, account, document type, file link, folder path, submission ID, signer, and permission level
* Requested change, extracted fields, missing fields, signer details, deadline, and approval owner
* Exception reason, document version, customer expectation, and promised next step
* Transcript link, recording link, DialNexa call ID, CRM link, ticket link, and storage folder link
* Redaction, retention, access, and sensitive-document flags

## High-value Documenso workflows

<AccordionGroup>
  <Accordion title="Invoice or ID text must be extracted">
    Use Documenso to keep the money-related context precise: reference number, amount if mentioned, customer claim, policy or approval need, and the safe follow-up path. Do not put private payment details into broad-access notes.
  </Accordion>

  <Accordion title="Signature request is blocked">
    DialNexa should attach the relevant file or visual evidence, summarize what the caller says it proves, and mark the review owner in Documenso. Sensitive files should stay behind restricted links.
  </Accordion>

  <Accordion title="Customer sends a file as evidence">
    DialNexa should attach the relevant file or visual evidence, summarize what the caller says it proves, and mark the review owner in Documenso. Sensitive files should stay behind restricted links.
  </Accordion>

  <Accordion title="Document should be stored with a case">
    DialNexa should attach the relevant file or visual evidence, summarize what the caller says it proves, and mark the review owner in Documenso. Sensitive files should stay behind restricted links.
  </Accordion>

  <Accordion title="Reviewer needs a structured exception note">
    For this workflow, DialNexa should send Documenso a concise, action-ready handoff: matched caller, affected record, reason for the update, urgency, owner, next step, and links to call evidence.
  </Accordion>

  <Accordion title="Caller asks for a document resend">
    DialNexa should attach the relevant file or visual evidence, summarize what the caller says it proves, and mark the review owner in Documenso. Sensitive files should stay behind restricted links.
  </Accordion>

  <Accordion title="Use find documents">
    Use find documents before answering, routing, or creating follow-up. DialNexa should verify the lookup result against the caller and send low-confidence matches to a human queue.
  </Accordion>

  <Accordion title="Use create folder">
    Use create folder only when DialNexa has a matched caller, a clear destination object, and enough call context to justify opening a new document record. If the caller is unclear, route to review instead of creating noise.
  </Accordion>
</AccordionGroup>

## Workflows that pair Documenso with other integrations

* [Documenso](/integrations/documenso) + [Slack](/integrations/slack): Slack for approval alerts.
* [Documenso](/integrations/documenso) + [Gmail](/integrations/gmail): Gmail for approved document delivery.
* [Documenso](/integrations/documenso) + [Zendesk](/integrations/zendesk): Zendesk for support cases tied to documents.
* [Documenso](/integrations/documenso) + [Google Sheets](/integrations/googlesheets): Google Sheets for extracted-field review.
* [Documenso](/integrations/documenso) + [QuickBooks](/integrations/quickbooks): QuickBooks for invoice-related documents.
* [Documenso](/integrations/documenso) + [Google Drive](/integrations/googledrive): Google Drive for storing files and evidence.

## Implementation notes

* Use the DialNexa call ID as the idempotency key before running Documenso actions.
* Write a short operational summary into Documenso and link to the full transcript or recording for audit.
* Map required fields before launch: destination object, owner, status, urgency, next step, and record URL.
* Create review paths for low-confidence matches, sensitive requests, high-value customers, and actions that change money, access, legal terms, or customer commitments.

## FAQs

<AccordionGroup>
  <Accordion title="What stays private?">
    IDs, contracts, tax documents, payment images, private health or HR files, and full recordings.
  </Accordion>

  <Accordion title="How should document resends work?">
    Verify recipient, document type, and permission before sending. Log what was sent and why.
  </Accordion>

  <Accordion title="What should reviewers see first?">
    The document link, caller explanation, missing or disputed fields, requested outcome, owner, and transcript link.
  </Accordion>

  <Accordion title="Should DialNexa paste full documents into notes?">
    No. Store links, extracted fields, and why the document matters. Keep sensitive files in controlled storage.
  </Accordion>

  <Accordion title="When should a document go to review?">
    Missing fields, low-confidence extraction, signature blockers, legal language, identity files, and money-related changes should go to review.
  </Accordion>

  <Accordion title="What should be captured for signatures?">
    Signer, role, email, agreed terms, disputed terms, deadline, approval owner, and transcript link.
  </Accordion>

  <Accordion title="How are duplicate documents avoided?">
    Match by customer, file ID, document type, version, case, destination folder, and call ID.
  </Accordion>
</AccordionGroup>