DocuSign send envelope

Send an envelope from a draft stored in DocuSign. The user can update the recipient’s email, name, email subject, and message before sending it as a complete document to the recipient. The recipient will then receive an email notification for further action.

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".
Envelope ID	Specify the envelope ID from draft to send the envelope. The draft must contain at least one document. Envelope ID can be retrieved from the output of the action DocuSign populate template.
Recipient email	Specify a recipient’s email address to receive the document to be signed. Maximum 100 characters. This entry overwrites any existing recipient email addresses in the initial draft. Leave blank to send to the recipient specified in the initial draft.
Recipient name	Specify a recipient’s name to receive the document to be signed. Maximum 100 characters. Leave blank to send to the recipient specified in the initial draft.
Email subject	Specify the subject of the email to overwrite the Email Subject in the initial draft. Maximum 100 characters. Leave blank to use the email subject specified in the initial draft.
Email message	Specify the message of the email to overwrite the Email Message in the initial draft. Maximum 10000 characters. Leave blank to use the email message specified in the initial draft.

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