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 K2. 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

Create Tab in Document

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 the following resources for more information:

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 K2.
  • 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.
  • 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.