DocuSign - Add Document step

Use the Add Document step to add a document to a DocuSign envelope. The envelope is sent for signature using the Send Envelope step.

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

You can, for example, use the Add Document step in an Employee Onboarding workflow, as part of an Employee Onboarding type scenario. The first step would be for a candidate to sign a contract of employment. To do this in the workflow, you first need to use the Create Envelope step to create the envelope, and then add the document to be signed to the envelope.

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

Example of an Add Document step in a workflow