Send Envelope

This wizard is found in the DocuSign Event wizards node in K2 Studio and the K2 Designer for Visual Studio.

Theoretical and functional knowledge of DocuSign is required to use the DocuSign integration provided by K2. You may learn more about DocuSign from the DocuSign website at https://www.docusign.com/. The documentation below assumes you are familiar with DocuSign as well as .

What does it do?

The Send Envelope wizard allows for sending an envelope to the specified recipients to sign the document.

  • The DocuSign Service Instance needs to be registered before using this wizard.
  • The Create Envelope wizard will mostly be the starting point when building a workflow containing DocuSign wizards.

    • How is it used?

    Sending an envelope ensures that the specified recipients receives the document attached to the envelope. The document can then be opened and signed by the recipients.

    Specify the envelope to send.

    Field Description Sample Value
    DocuSign Service This will be the Service Instance that you registered for integrating with K2. Multiple Service Instances can be registered in a scenario where a single DocuSign user wants to register his own service instance. In the case where multiple Service Instances exist and users want to make use of templates in another Service Instance, ensure that the templates created in DocuSign are shared. Select the appropriate service instance from the drop-down list.
    Envelope ID The Envelope ID is a common identifier that is required in order to perform the functions for this wizard at runtime. 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 wizard to retrieve the correct Envelope ID. This data field can be used in any of the DocuSign wizards, where the Envelope ID is required, in the same workf Type a value, or drag a value from the Context Browser such as a pre-configured Data Field, Item Reference or a SmartObject Load method property. Note that when a SmartObject Load method property is used, an input property is required for the correct data to load.

    Specify mappings for the return properties.

    Field Description Sample Value
    Values The return values are listed here can be mapped to a data field. Mapping these return properties allows you to make use of these values in other wizards in this workflow. Create a data field using the Context Browser and drag it to the return property. The value of this property is stored in the data field at runtime. This data field can be used in other DocuSign wizards to specify property value, where required, by dragging the data field from the Context Browser to the relevant field in the wizard. Type a value, or drag a value from the Context Browser such as a pre-configured Data Field, Item Reference or a SmartObject Load method property. Note that when a SmartObject Load method property is used, an input property is required for the correct data to load.