DocuSign - Add Recipient Step

Use Add Recipient step to add recipients to a DocuSign envelope. You can select different types of recipients. Based on the selected type, the recipient receives the envelope and is requested to perform an action. For example, a Signer recipient is able to electronically sign documents contained in the envelope.

Knowledge of how DocuSign works 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.

You can, for example, use the Add Recipient step in a workflow as part of an Employee Onboarding workflow. The first step would be for a candidate to sign a contract of employment. Use the Create Envelope step to create a new envelope containing the contract to be signed. The contract document is then added to the envelope in a later step in the workflow using the Add Document wizard. You would then use this step to add recipients to the envelope for the contract to be signed.

Drag the Add Recipient step from the DocuSign category, Favorites bar, or the Recent category onto the canvas.

Example of an Add Recipient step in a workflow

How to add an Add Recipient step

From the Toolbox click the DocuSign category, the Recipient category and then drag the Add Recipient step onto the canvas.

Error Console

Select the added step and click the expand / collapse toggle to expand the Configuration Panel. You can also double click the step to expand the panel.
Select the Add Recipient tab. Use this tab to configure the DocuSign service instance, envelope ID, recipient options, and Return property mappings.

The following table explains the options available on this tab:

Option	Explanation	How to Use
DocuSign Service	This is the service instance you registered to integrate with K2. You can register multiple service instances when needed, but only one is required. In the case where you have multiple service instances, and you have templates in another service instance, make sure the templates created in DocuSign are shared if you need them available for all service instances.	Select the service instance from the drop down menu.
Envelope ID	The Envelope ID is a common identifier required to perform the functions for this step. It is returned after creating a new envelope. You can store the envelope ID in a variable and use it within this step to retrieve the unique envelope ID corresponding to the workflow instance.	Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields. Note; when a SmartObject Load method property is used, an input property is required for the correct data to load.
Standard Envelope	Allows you to create a standard DocuSign envelope.	Select the Standard Envelope radio button.
Use Template	Allows you to create a new envelope based on a template. This option is useful if you have templates defined for each business purpose, which contains predefined roles. Template roles contain recipient information such as Recipient Type and Order. Adding a recipient using a template role only works when the envelope ID uses the same template. Note: When this option is not used correctly, the following error occurs at runtime: "Service: DocuSign Service Guid: 7b6722f4-3c18-49af-a612-8e6080af4453 Severity: Error. Error Message: The specified recipient could not be found. Recipient ID : '1' InnerException Message:" Select which template to use.	Select the Use Template radio button. Select the template from the drop down menu.
Recipient Options
Routing Order	Allows you to specify the order in which recipients receive the document.	Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields. Note; when a SmartObject Load method property is used, an input property is required for the correct data to load.
Recipient Type	Allows you to choose the recipient type, for example, Signer.	Select the type from the drop down menu.
Recipient Name	Allows you to add the recipient's name.	Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields. Note; when a SmartObject Load method property is used, an input property is required for the correct data to load.
Recipient Email Address	Allows you to add the recipient's email address.	Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields. Note; when a SmartObject Load method property is used, an input property is required for the correct data to load.
Use SMS Authentication	Allows you to use SMS authentication by specifying the recipient's mobile number.	Check the check box to enable the feature. Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields. Note; when a SmartObject Load method property is used, an input property is required for the correct data to load.
Template Role	Select this option if you created your envelope based on a reusable template that contains predefined roles. Template roles contain some of the recipient information such as Recipient Type and Order. This option can only be used with envelopes that are template based. Adding a recipient using a template role only works when the envelope ID uses the same template. Select which role name to use. Note: This option is disabled by default. To enable, select the Use Template radio button in the Envelope section.	Select the role name from the drop down menu.
Host Name	Allows you to add the host's name.	Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields. Note; when a SmartObject Load method property is used, an input property is required for the correct data to load.
Host Email Address	Allows you to add the host's email address.	Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields. Note; when a SmartObject Load method property is used, an input property is required for the correct data to load.
Signer Name	Allows you to add the signer's name.	Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields. Note; when a SmartObject Load method property is used, an input property is required for the correct data to load.
Signer Email Address	Allows you to add the signer's email address.	Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields. Note; when a SmartObject Load method property is used, an input property is required for the correct data to load.
Option Settings	Depending on how you configure this step, DocuSign exposes different additional options that can be set for the recipient. These are not required but are used by DocuSign if they are set. The available options vary based on how the other settings are configured. For more information on Optional Settings, please refer to the DocuSign Optional Attributes help content.	Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields. Note; when a SmartObject Load method property is used, an input property is required for the correct data to load. Click the Add button to add additional property fields.
Return Property Mappings	Return properties listed here are mapped to variables. This allows you to make use of these values in other steps in the workflow. Create a field and drag it from the Context Browser to the return property. The value of this property is stored in the variable for each workflow instance.	Select properties and supply return values. Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields. Note; when a SmartObject Load method property is used, an input property is required for the correct data to load. Click the Add button to add additional property fields.

From the DocuSign Service drop down menu, select the service instance. Add the Envelope ID. Select to use the standard envelope or to use a template.
From the Recipient Options section add the Routing Order. Select the Recipient Type from the drop down menu.
Add the Recipient Name and Recipient Email Address. Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields.
Check the Use SMS Authentication check box to enable the feature. Add the recipient's mobile number. Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields.
Select the Template Role from the drop down menu. This option is disabled by default. To enable, select the Use Template radio button in the Envelope section.
Add the Host Name, Host Email Address, Signer Name and Signer Email Address. Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields.

These controls are only enabled when a Standard Envelope is selected and the recipient type is InPersonSigner.

Click the add button to add Optional Attributes. Select the attributes from the list by checking the check box. Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields.

Optional Settings

DocuSign Optional Attributes

To delete a setting, select it and click the Trash bin.
Configure the Return Properties Mappings. Click the add button to add properties. Select a value from the property drop down menu.
To add additional properties, click the Add button.
To delete properties, select them and click the Trash bin.
With the step selected, select the Properties tab.

The following table explains the options available on this tab:

Option	Explanation	How to Use
Title / Name	By default, each step on the canvas has a step title. You can change this title to suit your workflow logic and show it on the canvas by checking the Show Label box.	Enter a value into the Title field.
Reset link	Use the link to reset any changes to the title.	Click the Reset link to reset the Title field to default value.
Show Label	Allows you to see the step label on the canvas. The label shows the value of the title.	Check the check box to display step label on the canvas.
Description	Allows you to add a detailed description for the step.	Enter a value into the Description field.
Notes	Allows you to add additional notes for the step.	Enter a value into the Notes field.

Click the Errors tab.

Different types of exceptions can occur on a step, such as:

Type	Description
Known exceptions	Any SmartWizard or standard wizard that has Boolean options for handling known exceptions have these options displayed as check boxes in the Known exceptions section of the Exceptions tab.
Unhandled exceptions	Any unknown runtime exceptions.

The tab contains the following known exceptions:

Exception	Explanation	How to Use
Continue on error	On step execution and an error occurs, continue to the next step in the workflow.	Check the box to continue if an error occurs. Uncheck the check box to stop workflow execution if an error occurs.

The tab contains the following unhandled exception:

Exception	Explanation	How to Use
Log Exception	Logs the exception to the error log.	Check the box to log the exception.

Your changes are automatically saved.