DocuSign - Store signed documents

Use the DocuSign: Store signed documents action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. to save signed documents to a location you specify.

For more information about the DocuSign connector, see DocuSign.

Before you begin: 

Jump to:

Configure the DocuSign - Store signed document 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 an Envelope ID. The action uses the Envelope ID to retrieve the signed document from DocuSign.

DocuSign - Store signed documents 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

Envelope

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 retrieve the signed document for storage.

(n/a)
  Envelope ID A unique ID for documents sent in DocuSign. The action uses the Envelope ID to retrieve the document from DocuSign before it stores it where you specify. Text
Storage Connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events.

Select a type of connector where the document will be stored:

  • Box
  • Salesforce
  • Dropbox Business
  • Google Drive
  • Microsoft OneDrive for Business
(n/a)
  Connection

The connection to use to store the signed document

Select an existing connection or click Add new connection.

(n/a)
  Folder path The folder location in the connector to store the signed documents. Type the folder path e.g. /Output location/ Text, Decimal, Integer, Boolean, DateTime, Collection
Output Store files The variable to store the signed documents for use later in the workflow. Collection