Project Goal: Provide instant insights on user documents and agreements in Docusign with the latest generative AI models through an intuitive AI chat interface.

Glance for Docusign is a Generative AI Chat Assistant for your documents and agreements. Designed with an easy to use interface, Glance integrates with Docusign to provide a chatbot assistant that instantly analyzes and simplifies complex content of Envelopes, Documents, and Navigator Agreements, while offering clear insights and actionable answers.

With built-in support for over ten top-tier large language models (LLM), you can use Glance out of the box with no configuration required. We currently support the latest LLM models from Anthropic, Meta, Mistral, Amazon and Cohere.

Glance is built with security and privacy at its core, ensuring users’ private data is never stored or misused, adhering to the highest industry standards for privacy.

• The frontend web application is developed in React using the Next.js framework.

• The backend API is built in Node.js with TypeScript powers the document parsing functionality.

• The application uses Docusign eSignature REST API and the new Navigator API to fetch folders, envelopes, documents and agreements.

This is a Next.js project bootstrapped with create-next-app.

This project uses yarn, but you may use npm or other NPM compatible package managers.

1. Create environment file .env.local in the root folder with the following content:

NEXT_PUBLIC_API_HOST=http://localhost:3000
NEXT_PUBLIC_AI_API_KEY=
DOCUSIGN_CLIENT_ID=
DOCUSIGN_CLIENT_SECRET=
DOCUSIGN_REDIRECT_URI=http://localhost:3000/api/auth/callback
DOCUSIGN_AUTH_URL=https://account-d.docusign.com/oauth/auth
DOCUSIGN_TOKEN_URL=https://account-d.docusign.com/oauth/token
# NEXT_PUBLIC_DOCUSIGN_NAVIGATOR_API_BASE_URL=https://api-d.docusign.com
NEXT_PUBLIC_DOCUSIGN_NAVIGATOR_API_BASE_URL=/api/docusign/navigator-proxy

2. Install dependencies

yarn install

3. Start application

yarn dev

Open http://localhost:3000 with your browser to see the result.

This project is licensed under the MIT License. See the LICENSE file for details.