DocuSign retrieve envelope status

Retrieve the status of an envelope in DocuSign. This action can be used to poll for sent envelopes while status is still "In Process."

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.

What can I do with this workflow action? 

You can use this action as part of a workflow that sends forms to attendees in a list and then performs the appropriate business task according to the envelope status—either updating attendee status or deleting the attendee from the list.

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.

Envelope ID

Status is retrieved from the specified envelope ID.

Status

Specify a text variable that will store the envelope status.

Status examples:

  • Draft: The envelope is in a draft state and has not been sent out for signing.
  • In Process: The envelope has been sent and is waiting for one or more recipients to complete their actions.
  • Completed: All recipients have completed the actions for the envelope.
  • Declined: A signer has declined to sign/complete the envelope.
  • Voided: The sender of the envelope has canceled an envelope or the envelope expired before the receiver took any action.
  • Template: The envelope is a template.
Message

Specify a text variable that will store the reason if the status is "Declined" or "Voided"; otherwise the value is empty.

Message examples:

  • Steve declined the envelope [Reason: <Declined Reason>]
  • The envelope has been voided and email notifications were sent [<Voided Reason>]
For more information about how to use Lookups in configuration fields, see Lookups in action configuration fields.