DocuSign populate template

Allows the user to populate fields and values of a template stored in DocuSign. The user has the option to send the completed template to the recipients or save it as a draft.

Note: This is an external action and may execute on servers running outside your data center Centralized locations used to house servers used by Nintex for remote storage, processing, or distribution of data. Nintex has a number of regional data centers available for Nintex for Office 365. For information about Nintex data centers and where your data center is located, contact your Nintex account or territory manager. region. Before implementing, consider performance and regional concerns where digital boundaries are an issue. For more information, see In-tenant and external actions.

Action settings

Do one of the following to open the Action configuration window:

Double-click the action.
Click on the action and then click Configure.

See Action configuration window for more information.

Field	Description
Authorizing user	Specify an email address to receive the authorization request for the action. External email addresses can be used. What happens in the authorization process? When the action runs, an email with the below content is sent to the email address selected for the Authorizing user. From: notification@nintexlive.com Subject: Contains phrases "Nintex Live" and "Request authorization". Contents: Contains links to authorize or deny the operation. When the link to provide authorization is clicked the user is prompted to do the following: Log in to the external service. Allow Nintex Live to access the external service. Option to stop receiving future authorization requests for the service. What happens if authorization is not provided? If the authorizationis not provided for one of the following reasons, the workflow is suspended. The authorizing user denies the authorization request by: Clicking the deny link in the email received. Not allowing Nintex live to access the external service. The workflow is suspended with the error "The service request has been denied". Authorization is not provided within 7 days after the authorization request is sent. The authorizing user never clicks the authorize link in the email message. The authorizing user initiates the process by clicking the link but does not complete all steps. For example, the authorizing user logs in to the external service but does not complete the step to allow Nintex Live to access the external service. The workflow is suspended with the error "The service request has expired".
Template name	Specify the name of a template in DocuSign to populate. The template name can be obtained from Template Summary of the selected template in DocuSign.
Envelope action	Select one of the following items. Save As Draft: Saves the populated template as an envelope with a draft status. The completed draft can be sent to the recipients by using DocuSign send envelope. Send Envelope: Sends the created envelope directly to the recipient.
Recipient role	Specify the role of the recipient. Required if any of the following fields are specified: Recipient email, Recipient name, Email subject, Email message, or Field names. The role must be pre-configured in the template.
Recipient email	Specify a recipient’s email address to receive the document to be signed. Maximum 100 characters. Leave blank to use the recipient email specified in the template.
Recipient name	Specify the recipient’s name corresponding to the above Recipient email. Maximum 100 characters. Leave blank to use the recipient name specified in the template.
Email subject	Specify the email subject to the recipient. This value overwrites the email subject in the template. Maximum 100 characters. Leave blank to use the email subject specified in the template.
Email message	Specify the email message to the recipient. This will overwrite the email message in the template. Maximum 10000 characters. Leave blank to use the email message specified in the template.
Field names	Specify a collection or dictionary variable to store the field names to populate. The field name refers to the label of the tag that existed in the template. Only tags for roles with the Sign action or the Sign in Person action can be updated.
Field values	Specify a collection or dictionary variable to store the corresponding values for the field names specified in Field names. This setting overwrites the values in the template.
Envelope ID	Specify a text variable to store the ID of the draft envelope or the ID of the envelope that was sent to the recipient.

For more information about how to use Lookups in configuration fields, see Lookups in action configuration fields.