DocuSign download document

Nintex external platform is required for this feature. For details, see Enable Nintex external platform features.

Download a document from an envelope in DocuSign.

What can I do with this workflow action?

You can use this action as part of a workflow that sends forms to attendees in a list and then performs the appropriate business task according to the envelope status—either updating attendee status or deleting the attendee from the list.

When you execute this action in a workflow for the first time, Nintex for SharePoint 2016 will send an authorization email to users based on the unique connection from the Connection Manager and the action type from the DocuSign action. The second time that you execute this action in a workflow that uses the same unique identity combination, users won’t receive an authorization email, but the workflow will execute as designed. However, if users do not complete the authorization, they will continue to receive authorization emails when the workflow is executed.

Action settings

Following are the fields and options visible in the configuration settings dialog box for this action.

Field Description

Connection

Select a DocuSign connection.

For more information about connections, see Manage connections to external providers.

Note: Due to DocuSign's decommission of basic authentication, DocuSign connection tests in the Connection Manager will fail, even if all of the credentials are correct.

Envelope ID

Specify the envelope ID.

Output

Store output for this action using the following selections.

  • Save PDF document as: Select a location to which to save the document.
    • Current item attachment (displayed for workflows running in a list): Attaches the downloaded file to the list item that the workflow is running on. Include filename and .pdf as extension.

    • URL: Downloads the file to the specified URL. Enter a URL to a document library within the current site. Include filename and .pdf extension.

    • Overwrite current item (displayed for workflows running in a library): Overwrites the current item that the workflow is running on.

      Note: If this option is used, the file must have a PDF extension to avoid corrupted content.