DocuSign - Remove Recipient step

Use the Remove Recipient step to remove a recipient from a DocuSign envelope.

Knowledge of how DocuSign works is required to use the DocuSign integration provided by K2. You may learn more about DocuSign from the DocuSign website at https://www.docusign.com.

You can, for example, use the Remove Recipient step to remove a recipient that you previously added from an envelope before it is sent. Use the Add Recipient step after removing them to add different recipients.

Drag the Remove Recipient step from the DocuSign category, Favorites bar, or the Recent category onto the canvas.

Example of a Remove Recipient step in a workflow

How to add a Remove Recipient step

From the Toolbox click the DocuSign category, the Recipient category and then drag the Remove Recipient step onto the canvas.

Error Console

Select the added step and click the expand / collapse toggle to expand the Configuration Panel. You can also double click the step to expand the panel.
Select the Remove Recipient tab. Use this tab to configure the DocuSign service instance, envelope ID, recipient ID, and the return property mappings.

The following table explains the options available on this tab:

Option	Explanation	How to Use
DocuSign Service	This is the service instance you registered to integrate with K2. You can register multiple service instances when needed, but only one is required. In the case where you have multiple service instances, and you have templates in another service instance, make sure the templates created in DocuSign are shared if you need them available for all service instances.	Select the service instance from the menu.
Envelope ID	The Envelope ID is a common identifier that is required to perform the functions for this step at runtime. The Envelope ID is returned creating a new envelope or is retrieved by executing the List method of the envelope service object. It is recommended that you store the Envelope ID in a variable and use it within the step to retrieve the correct Envelope ID. Use this variable in any of the DocuSign steps, in the same workflow, where the Envelope ID is required.	Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields. When a SmartObject Load method property is used, an input property is required for the correct data to load.
Recipient ID	Allows you to specify the recipient to be removed from the envelope. Type a value or use the variable created for the return property in the Add Recipient step.	Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields. When a SmartObject Load method property is used, an input property is required for the correct data to load.
Return Property Mappings	Return properties listed here are mapped to variables. This allows you to make use of these values in other steps in the workflow. Create a field and drag it from the Context Browser to the return property. The value of this property is stored in the variable for each workflow instance.	Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields. When a SmartObject Load method property is used, an input property is required for the correct data to load.

From the DocuSign Service menu, select the service instance. Add the Envelope ID and type a value, use inline functions, or use dynamic fields by clicking the expand or collapse toggle to expand the Context Browser. Within the Context Browser, select inline functions from the Functions, Fields, SmartObjects or the Workflow categories to define your function. Click and drag the function on to the field.
Specify which recipient you need to remove from the envelope in the Recipient ID field. Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields.
This section is optional. Configure the Return Properties Mappings. Click Add to add properties. Select a value from the property menu.
To add additional properties, click Add.
To delete properties, select them and click the Trash bin.
With the step selected, select the Properties tab.

The following table explains the options available on this tab:

Option	Explanation	How to Use
Title / Name	By default, each step on the canvas has a step title. You can change this title to suit your workflow logic and show it on the canvas by checking the Show Label box.	Enter a value into the Title/Name field.
Reset link	Use the link to reset any changes to the title.	Click the Reset link to reset the Title/Name field to default value.
Show Label	Allows you to see the step label on the canvas. The label shows the value of the title.	Check the check box to display step label on the canvas.
Description	Allows you to add a detailed description for the step.	Enter a value into the Create New field.
Notes	Allows you to add additional notes for the step.	Enter a value into the Notes field.

Click the Errors tab.

Different types of exceptions can occur on a step, such as:

Type	Description
Known exceptions	Any SmartWizard or standard wizard that has Boolean options for handling known exceptions have these options displayed as check boxes in the Known exceptions section of the Exceptions tab.
Unhandled exceptions	Any unknown runtime exceptions.

The tab contains the following known exceptions:

Exception	Explanation	How to Use
Continue on error	On step execution and an error occurs, continue to the next step in the workflow.	Check the check box to continue if an error occurs. Uncheck the check box to stop workflow execution if an error occurs.

The tab contains the following unhandled exception:

Exception	Explanation	How to Use
Log Exception	Logs the exception to the error log.	Check the box to log the exception.

Your changes are automatically saved.