DocuSign - Get signature

Use the DocuSign - Get signature action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. to request an electronic signature on a document from recipients you specify.

The action can retrieve documents it sends for signature requests from:

  • DocuSign
  • Dropbox Business
  • Microsoft OneDrive for Business
  • Box
  • Google Drive
  • File variables in the workflow

You can also customize the message body of the DocuSign email signature request and store various DocuSign data outputs.

For more information about the DocuSign connector, see DocuSign.

Before you begin: 

Jump to:

Configure the DocuSign - Get signature action

  1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

  2. Select a Connection. If you do not have a connection, see Add a connection.
  1. Select the Location the document is retrieved from. The remaining fields that in appear in the Document section depend on the Location type you select.
    • DocuSign
      • Select the Template name from DocuSign you want to use.
    • Other connector
      1. Select a Connector.
      2. Select a Connection.
      3. Type the File path. Include the file extension e.g. \Output location\document1001.pdf
    • File variables
      • Add file variables for the documents you want to request signatures for.

You can store the following signature outputs from DocuSign - Get signature action as variables:

  • Status
  • Created date time
  • Signed files (collection variable)
  • Completed date time
  • Declined date time
  • Voided date time
  1. Navigate to the Outputs section of the configuration panel and select the DocuSign outputs you want to store as variables from the Store output drop-down.

    2. The outputs you selected appear as additional fields below.

  2. Create or select variables for your chosen outputs.

DocuSign - Get signature action fields, buttons and settings

Caution: If a file/folder that's used in a workflow is moved, renamed, or deleted, any workflows that use that file/folder will not start or will fail. Make sure you keep the paths in your workflow configurations up to date.

Section

Field

Description

Variable types

(unlabeled)

Connection Credentials and other settings that enables workflows to communicate with external systems, services, or applications. It's required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store.

The DocuSign connection to use for the signature request.

(n/a)
Document Location

Where the document that will be signed is retrieved from. Select:

  • DocuSign
  • File variables

Different fields display in the Document section of the configuration panel depending on the Location type you select.

(n/a)
  Template name

Displays when you select DocuSign for Location. Document templates are stored in DocuSign. Select a template name for the document you want to get a signature for. See Working with Templates on the DocuSign support site for more information.

(n/a)
  Variables Displays when you select File variable for Location. File

Recipient

Add another recipient

Displays additional fields for you to create another recipient to sign the document.

(n/a)

 

Signing order

Displays when you are adding or have added more than one recipient. Select:

  • Complete in order: DocuSign sends the request for a document signature to the recipients in the order they appear in the Recipient section of the configuration panel.
  • Complete in any order: DocuSign sends the request for a signature to all recipients at the same time.
(n/a)
  Recipient name

The name the of the recipient that receives the document signature request. Displays as the recipient name in DocuSign.

If you are using DocuSign for the Document Location and type a Recipient name, the action creates parallel signature requests.

Text

 

Recipient email

The email address of the recipient that receives the signature request.

Text
  Recipient role

The role name of the recipient that receives the signature request.

Roles are defined in DocuSign.

 Text

 

(Edit item)

Click to edit a saved recipient.

(n/a)

 

(Delete item)

Click to delete a saved recipient.

(n/a)

 

Cancel

Click to discard a recipient you are currently adding.

(n/a)

 

Add

Save the recipient you are currently editing.

(n/a)

Message

Subject

The subject of the email that DocuSign sends to recipients.

If you are using DocuSign for the Document Location and type a Subject, it will override the DocuSign template subject.

 Text, Decimal, Integer, Boolean, DateTime, Collection

 

Message body

The message body text of the signature request email DocuSign sends to recipients.

If you are using DocuSign for the Document Location and type a Message body, it will override the DocuSign template Message body.

 Text, Decimal, Integer, Boolean, DateTime, Collection

Outputs

Store output

DocuSign signature data/file outputs, which you can store as variables. Select:

  • Status
  • Completed date time
  • Created date time
  • Declined date time
  • Signed files (collection variable)
  • Voided date time

When you select outputs, additional fields for each output display in the Outputs section of the configuration panel.

(n/a)

 

Envelope ID

Displays when you select Envelope ID in the Store output field. The variable to store the DocuSign Envelope ID.

Text

 

Status

Displays when you select Status in the Store output field. The variable to store the status of the document signature. There are three statuses:

  • Declined
  • Completed
  • Voided

Text

 

Completed date time

Displays when you select Completed date time in the Store output field. The variable to store the date and time all recipients have added signatures to document(s) and the envelope status changes to completed.

DateTime

 

Created date time

Displays when you select Created date time in the Store output field. The variable to store the date and time the DocuSign envelope is created and sent.

DateTime

 

Declined date time

Displays when you select Declined date time in the Store output field. The variable to store the date and time a recipient declines to add signatures to a document and the envelope status changes to declined.

DateTime

 

Signed files (collection variable)

Displays when you select Signed files (collection variable) in the Store output field. The variable to store the collection of file paths for signed documents each time the action is completed.

Collection

 

Voided date time

Displays when you select Voided date time in the Store output field. The variable to store the date and time a recipient voids a document signature request and the envelope status changes to void.

DateTime