DocuSign Wizards

The DocuSign wizards allow for the management of DocuSign envelopes and their collective artifacts for a given DocuSign Instance. Workflows containing these wizards can be built on a development environment, packaged and then deployed to the organization's production environment.

Important Considerations

The following information is important to know before using the DocuSign wizards in a workflow:

1. The Enterprise version of DocuSign is required to integrate with K2.
2. An instance of the DocuSign Service needs to be registered before you will be able to make use of the wizards. See the DocuSign Feature Activation topic for more information on registering the DocuSign Service Instance.
3. The Envelope ID is a common identifier that most of these wizards require in order to perform their respective functions. The Envelope ID is returned after the creation of a new envelope or can be retrieved by executing the List method of the Envelope service object. It is recommended that you store the Envelope ID in a data field and use that data field within the wizards where Envelope ID is required.
4. See the How to create a workflow using DocuSign and K2 topic if you want to run through a scenario on how to use the DocuSign wizards in a workflow.

DocuSign Wizards

The following DocuSign wizards are available:

Wizard Name	Function
Add Document	Adds a document to an envelope
Add Recipient	Adds a recipient or template role to an envelope
Create Envelope	Creates a new envelope
Create Tab	Creates a tab in the document to be signed in an envelope
Delete Envelope	Deletes an envelope
Move Envelope to Folder	Moves an envelope to a specific folder in DocuSign
Remove Document	Removes a document from an envelope
Remove Recipient	Removes a recipient from an envelope
Resend Envelope	Resend an envelope to recipients
Send Envelope	Sends an envelope to recipients
Void Envelope	Voids an envelope in DocuSign

To launch a wizard, drag it from the Event Wizards on to the design canvas.