DocuSign - Delete Envelope step

Use the Delete Envelope step to delete a DocuSign 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, decide to keep the envelope created during a workflow, or delete it. Use the Delete Envelope step to delete the envelope if it is not going to be used or sent again. Drag the Delete Envelope step from the DocuSign category, Favorites bar, or the Recent category onto the canvas.

Example of a Delete Envelope step in a workflow

  1. From the Toolbox click the DocuSign category, the Envelope category and then drag the Delete Envelope step onto the canvas.
    2. For more information on how to use the error console, see the Error Console topic.
  2. 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.
  3. Select the Delete Envelope tab. Use this tab to configure the DocuSign service instance, envelope ID, recipient ID, optional settings, and the return property mappings.

    4. The following table explains the options available on this tab:

    OptionExplanationHow to Use
    Envelope

    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 menu.

    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.

    When a SmartObject Load method property is used, an input property is required for the correct data to load.

    Click Add to add additional property fields.

  4. From the DocuSign Service menu, select the service instance. Add the Envelope ID and type a value, use inline functions, or use dynamic fields by clicking the expand or collapse toggle to expand the Context Browser. Within the Context Browser, select inline functions from the Functions, Fields, SmartObjects or the Workflow categories to define your function. Click and drag the function on to the field.
  5. This section is optional. Configure the Return Properties Mappings. Click Add to add properties. Select a value from the property menu.
  6. To add additional properties, click Add.
  7. To delete properties, select them and click the Trash bin.
  8. With the step selected, select the Properties tab.

    9. The following table explains the options available on this tab:

    OptionExplanationHow to Use
    Title / NameBy 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/Name field.
    Reset linkUse the link to reset any changes to the title.Click the Reset link to reset the Title/Name field to default value.
    Show LabelAllows 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.
    DescriptionAllows you to add a detailed description for the step.Enter a value into the Create Newfield.
    NotesAllows you to add additional notes for the step.Enter a value into the Notes field.
  9. Click the Errors tab.

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

    TypeDescription
    Known exceptionsAny 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 exceptionsAny unknown runtime exceptions.

    The tab contains the following known exceptions:

    ExceptionExplanationHow to Use
    Continue on error

    If an error occurs when the step executes at runtime, this configuration specifies whether to continue to the next step in the workflow, or not.

    		Check the check box to continue the workflow even if an error occurs in the step.

    Uncheck the check box to stop workflow execution if an error occurs. In this case, the workflow will go into an Error state and an administrator will need to Retry the error before the workflow will resume.

    The tab contains the following unhandled exception:

    ExceptionExplanationHow to Use
    Log ExceptionLogs the exception to the error log.Check the box to log the exception.

  10. Your changes are automatically saved.

When working with the Delete Envelope step keep in mind the following consideration:

  • The DocuSign Service Instance must be registered before using this wizard. For information on how to do this, see DocuSign feature activation.
  • Use the Create Envelope step first, which is typically the starting point when building a workflow containing DocuSign steps