Set up a Docusign data store

This page describes how to create a data store and connect Docusign to Gemini Enterprise.

Before you begin

Before you set up your connection, do the following:

  1. Grant the Discovery Engine Editor role (roles/discoveryengine.editor). This role is required for the user to create the data store. To grant this role, do the following:

    1. In the Google Cloud console, go to the IAM page.

      Go to IAM

    2. Locate the user account and click the edit Edit icon.
    3. Grant the Discovery Engine Editor role to the user. For more information, see IAM roles and permissions.

  2. Request access to the Docusign MCP Beta Program from your production account using this form. After your request is approved, you'll receive an email confirmation and you can then set up the data store.

Create the Docusign data store

To create the Docusign data store, perform the following steps:

  1. In the Google Cloud console, go to the Gemini Enterprise page.

    Gemini Enterprise

  2. Select or create a Google Cloud project.

  3. In the navigation menu, click Data stores.

  4. Click Create data store.

  5. In the Source section, search for Docusign, and click Select.

  6. In the Data section:

    1. In the Entities to search section, select the entities that you want Gemini Enterprise to search. You must select at least one entity.

  7. Click Continue.

  8. In the Configuration section:

    1. From the Multi-region list, select the location for your data connector.
    2. In the Your data connector name field, enter a name for your connector.
    3. If you selected us or eu as the location, configure the Encryption settings:
      • Optional: If you haven't configured single-region keys, click Go to settings page to do so. For more information, see Register a single-region key for third-party connectors.
      • Select Google-managed encryption key or Cloud KMS key.
      • If you selected Cloud KMS key:
        • In the Key management type list, select the appropriate type.
        • In the Cloud KMS key list, select the key.
      For more information, see Customer-managed encryption keys.

  9. Click Continue.

  10. In the Billing section, select General pricing or Configurable pricing. For more information, see Verify the billing status of your projects and Licenses.

  11. Click Create. Gemini Enterprise creates your data store and displays your data stores on the Data Stores page.

On the Data Stores page, click your data store name to see the status. After the data store state changes from Creating to Active, the Docusign data store is ready to be used.

After creating the data store, connect the data store you just created to an existing app or create a new app and connect it to the new app, and authorize Gemini Enterprise to access Docusign before executing any queries. To know more, see What's next.

Data handling and query execution

This section describes how Gemini Enterprise manages your query and the privacy implications of using the federated data store.

Query execution

After you authorize Docusign and send a search query to Gemini Enterprise:

  • Gemini Enterprise sends your search query directly to the Docusign API.
  • Gemini Enterprise blends the results with those from other connected data sources and displays a comprehensive search result.

Data handling

When using third-party federated search, the following data handling rules apply:

  • Your query string is sent to the third-party search backend (Docusign API).
  • These third parties may associate queries with your identity.
  • If multiple federated search data sources are enabled, the query might be sent to all of them.
  • After the data reaches the third-party system, it is governed by that system's terms of service and privacy policies.

What's next