OVERVIEW

The Condor Portal is Condor Equity’s private investor portal. This DocuSign integration automatically files completed, signed documents into the correct investor’s records inside the portal, removing the manual work of downloading, renaming, and re-uploading signed agreements.

WHAT THE INTEGRATION DOES

When a DocuSign envelope reaches the Completed state, the integration retrieves the combined signed PDF for that envelope.

It matches the envelope to the correct investor using the signer’s email address (with the envelope name and an optional custom field used to disambiguate).

It saves the signed PDF to the matching investor’s Documents section in the Condor Portal as a real, openable file.

It supports a one-time historical backfill that applies the same logic to previously completed envelopes.

Envelopes that cannot be confidently matched are placed in an internal review queue for an administrator to resolve manually — they are never filed to a guessed record.

HOW IT CONNECTS

Authentication: Server-to-server using OAuth JWT Grant (no interactive user login).

Scopes requested: signature and impersonation, used only to read completed envelopes and download their signed documents.

DocuSign Connect: A webhook subscribed to the Envelope Completed event notifies the portal in real time. Webhook requests are verified with HMAC signing.

Direction of data: The integration only reads envelope status and documents from DocuSign. It does not send, void, or modify envelopes.

DATA HANDLING & SECURITY

Signed documents are stored securely within the Condor Portal and are visible only to the associated investor and authorized Condor Equity staff (row-level access controls).

All credentials (integration key, RSA private key, account ID, impersonated user ID, and the Connect HMAC secret) are stored as server-side secrets and are never exposed in the application or to end users.

The integration is used solely for Condor Equity’s own DocuSign account and investors. No data is sold or shared with third parties.

WHO USES IT

The integration is used internally by Condor Equity LLC and its investors. It is not a public, multi-tenant application; it operates only against Condor Equity’s own DocuSign account.

CONTACT

Condor Equity LLC

Website: https://condorequity.com

Email: vduncan@condorequity.com

This page describes the purpose and data usage of the Condor Portal DocuSign integration for DocuSign application review.