DocuSign send document

Send a document for electronic signature using the DocuSign system.

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. 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".
Content to sign	Select one of the following items. Existing SharePoint content: Enter the URL of the file within the SharePoint site. Content: Provide the text to be added into a file. Current item (displayed for document libraries): Upload the current file that the workflow is running on. Maximum file size allowed is 25MB.
File name	Specify a file name and extension for the document to be uploaded into the DocuSign envelope. Example: Partnership_Agreement.docx
Recipient email	Specify the recipient’s email address. Email notification is sent to this recipient for further actions on the electronic document. Maximum 100 characters.
Recipient name	Specify the recipient’s name. Recipient name is used in the email notification. Maximum 100 characters.
Email subject	Specify the subject of the email to be sent to recipient. Maximum 100 characters.
Email message	Specify the message to be sent to the recipient. This message is added as an additional paragraph to the message that is pre-defined by DocuSign in the email body. Maximum 10000 characters.
Envelope ID	Specify a text variable to store the ID of the envelope in which the document was sent.

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