DocuSign send document

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

Sends a document for electronic signature using the DocuSign system.

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.
Content to sign	Select one of the following items. Existing SharePoint content: Enter the URL of the file within the SharePoint site. Content: Provide the text to be added into a file. Current item (displayed for document libraries): Upload the current file that the workflow is running on. Maximum file size allowed is 25MB.
File name	Specify a file name and extension for the document to be uploaded into the DocuSign envelope. Example: Partnership_Agreement.docx
Recipient email	Specify the recipient’s email address. Email notification is sent to this recipient for further actions on the electronic document. Maximum 100 characters.
Recipient name	Specify the recipient’s name. Recipient name is used in the email notification. Maximum 100 characters.
Email subject	Specify the subject of the email to be sent to recipient. Maximum 100 characters.
Email message	Specify the message to be sent to the recipient. This message is added as an additional paragraph to the message that is pre-defined by DocuSign in the email body. Maximum 10000 characters.
Output	Store output for this action using the following selections. Envelope ID: Specify a text variable to store the ID of the envelope in which the document was sent. How to add and remove output variables Depending on action requirements, you may be able to add and remove output variables. To add an output variable Select an option from the Select more drop-down list. Click Add to display a drop-down list for the selected option. Select a previously defined workflow variable from the drop-down list. To remove an output variable Click Delete (). Note: Some output variables cannot be deleted. For example, the output variable URL for the action Bing news search cannot be deleted.