DocuSign Overview
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.
Knowledge of how DocuSign works is required to use the DocuSign integration provided by the product. You may learn more about DocuSign from the DocuSign website at https://www.docusign.com.
The following DocuSign steps are available:
| Step 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 |
|
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 |
See How To: Create a DocuSign Envelope List View for more information about creating a DocuSign envelope list view to see all envelopes received, sent, drafted and deleted
See How To: Create Embedded Signatures with DocuSign for more information about creating an end-to-end solution with DocuSign to automate the signing of a document
See How To: Create a Workflow with DocuSign Events for more information about creating an end-to-end solution with DocuSign functionality to automate the signing of a document stored in SharePoint
See How To: Create a Custom DocuSign Search Filter for the Envelope List for more information about using the custom DocuSign envelope list search filter to create a specific search for envelopes received, sent, drafted and deleted based on selected folders in DocuSign
Considerations
The following information is important to know before using the DocuSign wizards in a workflow:
- The Enterprise version of DocuSign is required to integrate with the product.
- An instance of the DocuSign Service needs to be registered before you will be able to make use of the wizards. For more information on registering the DocuSign Service Instance, see the DocuSign Feature Activation topic.
- 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 variable and use it within the step where Envelope ID is required.
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The workflow solution that you want to build will set the order in which you use the DocuSign wizards. For example, the Create Envelope step is required before the Add Document step - as the Document requires the Envelope ID that is returned from the Create Envelope step. Take a look at the DocuSign How To topics for examples on how the steps can be ordered.