INTEGRATIONS—WORKFLOW AND INFRASTRUCTURE
DocuSign
Sign during the meeting, not after it.
What it is
DocuSign integration embeds e-signature workflows directly inside Coconut Connect video meetings — documents are signed during the live consultation instead of chased via follow-up email.
How it works
During a Connect video call, Coconut retrieves sent DocuSign envelopes, maps recipients to meeting participants, and launches an embedded signing session within the call. The member reviews and signs without leaving the video meeting.
Best fit for
FIs using Coconut Connect for video banking who want to close loans, open accounts, or complete documentation during the appointment.
