DocuSign send envelope

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

Sends an envelope from a draft stored in DocuSign. The user can update the recipient’s email, name, email subject, and message before sending it as a complete document to the recipient. The recipient will then receive an email notification for further action.

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 from draft to send the envelope. The draft must contain at least one document. Note: Envelope ID can be retrieved from the output of the action DocuSign populate template.
Recipient email	Specify a recipient’s email address to receive the document to be signed. Maximum 100 characters. This entry overwrites any existing recipient email addresses in the initial draft. Note: Leave blank to send to the recipient specified in the initial draft.
Recipient name	Specify a recipient’s name to receive the document to be signed. Maximum 100 characters. Note: Leave blank to send to the recipient specified in the initial draft.
Email subject	Specify the subject of the email to overwrite the Email Subject in the initial draft. Maximum 100 characters. Note: Leave blank to use the email subject specified in the initial draft.
Email message	Specify the message of the email to overwrite the Email Message in the initial draft. Maximum 10000 characters. Note: Leave blank to use the email message specified in the initial draft.