Docusign AI Footnotes
What Docusign's AI features do with your data, as Docusign publishes it. Checked October 31, 2026. Docusign in the Directory.
Agent access
Docusign-hosted MCP server at https://mcp.docusign.com/mcp (demo: https://mcp-d.docusign.com/mcp) over Streamable HTTP, generally available since September 30, 2026. An account admin turns MCP access on or off at Admin > Integrations > MCP Connections. Workflow Builder and Agreement Manager tools need an IAM subscription. source, source 2, source 3, source 4, source 5 · checked October 31, 2026
Stage: generally available. Authentication: OAuth 2.0 access token. Docusign directs production accounts to its official connectors; integration keys used with the MCP server on production accounts need Docusign approval.
AI-Assisted Agreement Summaries and Q&A
Docusign eSignature (signing experience)
| On by default? | Not published as of October 31, 2026 |
|---|---|
| How an admin turns it off | Not published as of October 31, 2026 |
| Trains on customer data? | Varies by plan. With contractual consent, anonymized and aggregated data trains Docusign models and the AI data controls setting is on by default; an account admin can turn it off at Admin > AI Control Settings. The AI Attachment takes consent for IAM, CLM and web-purchased eSignature (bought on or after July 8, 2026), not for eSignature alone under a Master Services Agreement. FedRAMP and GovRAMP accounts do not share data for training. source, source 2, source 3, source 4, source 5 · checked October 31, 2026 |
| Retention | Third-party model providers do not store customer data after returning an output. Anonymized data already used for training is kept after an opt-out. source, source 2 · checked October 31, 2026 |
| Where data is processed | The AI sub-processors for eSignature (Microsoft Azure AI Services and Google Cloud Vertex AI) are used according to the account's provisioning location: United States, Canada, European Union, Australia or Japan. source · checked October 31, 2026 |
| Model providers | Docusign states it combines its own models (customized open-source models) with third-party models from Microsoft Azure OpenAI Service and Google Vertex AI, including Gemini. The eSignature sub-processor list names Azure OpenAI Service and Google Gemini for Agreement Summary and Q&A. source, source 2, source 3 · checked October 31, 2026 |
| Price | Included in eSignature plans; the Personal plan ($11 per month on an annual plan billed monthly) lists the AI-assisted summary. Docusign states the features are available for all envelopes in English, Portuguese, Spanish, French, German and Japanese. source, source 2 · checked October 31, 2026 |
Iris AI Assistant and agents (Agent Studio)
Docusign Intelligent Agreement Management (Agreement Manager, Agreement Desk, AI-Assisted Review in Word)
| On by default? | On by default, unless the organization opted out. Available to US IAM tenants on supported plans, for English-language agreements; not available in eSignature. source, source 2 · checked October 31, 2026 |
|---|---|
| How an admin turns it off | Docusign Admin > AI Control Settings (ACCOUNT section) > AI features > AI assistant and Agent Studio toggle, then Save. Account-level; available only on IAM plans in North America. source, source 2 · checked October 31, 2026 |
| Trains on customer data? | Varies by plan. With contractual consent, anonymized and aggregated data trains Docusign models and the AI data controls setting is on by default; an account admin can turn it off at Admin > AI Control Settings. The AI Attachment takes consent for IAM, CLM and web-purchased eSignature (bought on or after July 8, 2026), not for eSignature alone under a Master Services Agreement. FedRAMP and GovRAMP accounts do not share data for training. source, source 2, source 3, source 4, source 5 · checked October 31, 2026 |
| Retention | Third-party model providers do not store customer data after returning an output. Anonymized data already used for training is kept after an opt-out. source, source 2 · checked October 31, 2026 |
| Where data is processed | The general availability rollout covers US IAM tenants only. source · checked October 31, 2026 |
| Model providers | Docusign states it combines its own models (customized open-source models) with third-party models from Microsoft Azure OpenAI Service and Google Vertex AI, including Gemini. The IAM sub-processor list names Azure OpenAI Service for AI agents and AI-Assisted Review, and Google Model Armor for AI security and content moderation. source, source 2, source 3 · checked October 31, 2026 |
| Price | Included in supported IAM plans: IAM Professional ($80 per user per month on an annual plan billed monthly, 3-user minimum), IAM Enterprise, IAM for Sales and IAM Platform (contact sales). source, source 2 · checked October 31, 2026 |
AI-assisted data extractions (Agreement Manager)
Docusign Intelligent Agreement Management
| On by default? | Not published as of October 31, 2026 |
|---|---|
| How an admin turns it off | Not published as of October 31, 2026 |
| Trains on customer data? | Varies by plan. With contractual consent, anonymized and aggregated data trains Docusign models and the AI data controls setting is on by default; an account admin can turn it off at Admin > AI Control Settings. The AI Attachment takes consent for IAM, CLM and web-purchased eSignature (bought on or after July 8, 2026), not for eSignature alone under a Master Services Agreement. FedRAMP and GovRAMP accounts do not share data for training. source, source 2, source 3, source 4, source 5 · checked October 31, 2026 |
| Retention | Third-party model providers do not store customer data after returning an output. Anonymized data already used for training is kept after an opt-out. source, source 2 · checked October 31, 2026 |
| Where data is processed | The IAM AI sub-processors are used according to the account's provisioning location: Microsoft Azure AI Services in the United States, Canada, European Union, Australia or Japan; Google Cloud Vertex AI in the same regions and Switzerland. DocuSmart (Lexion), a Docusign subsidiary, is listed in the United States. source, source 2 · checked October 31, 2026 |
| Model providers | Azure OpenAI Service and Azure AI Document Intelligence (Microsoft), Google Gemini (Vertex AI), and DocuSmart (Lexion), a Docusign subsidiary. source, source 2, source 3, source 4 · checked October 31, 2026 |
| Price | Included in all IAM plans: IAM Starter $45, IAM Standard $50 and IAM Professional $80 per user per month (annual plan, billed monthly); IAM for Enterprise by quote. Extractions are available in English, French and German. source, source 2 · checked October 31, 2026 |
Compliance
- FedRAMP: Docusign says it holds FedRAMP Agency authorization and GovRAMP authorization for Docusign Federal (eSignature and IAM) and Docusign CLM. The FedRAMP Marketplace lists Docusign - IAM eSignature and DocuSign CLM as FedRAMP Certified, Class C (Moderate). Accounts on FedRAMP or GovRAMP plans do not share data for AI training. Docusign does not state which AI features run in these environments. source, source 2, source 3, source 4, source 5, source 6, source 7 · checked October 31, 2026
Not published by Docusign as of October 31, 2026
- Admin setting to turn off AI-Assisted Agreement Summaries and Q&A for signers
- Default state of AI-Assisted Agreement Summaries and Q&A and of Agreement Manager extractions
- Retention period for AI outputs such as summaries and assistant chats
- Which OAuth grant types the MCP server accepts (Docusign's pages differ: the developer page lists Confidential Authorization Code Grant and JWT Grant, the Security and Compliance Reference names only Confidential Authorization Code Grant)
- Whether the Iris AI Assistant or agents connect to outside MCP servers
- Which AI features are available in Docusign's FedRAMP and GovRAMP environments
- An English-language EU AI Act statement (Docusign is not on the European Commission's AI Pact signatory list on the check date)
Changes
No changes recorded since the first check on October 31, 2026.
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