Option | Explanation | How to Use |
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DocuSign Service | This is the service instance you registered to integrate with the product. You can register multiple service instances when needed, but only one is required. In the case where you have multiple service instances, and you have templates in another service instance, make sure the templates created in DocuSign are shared if you need them available for all service instances. | Select the service instance from the menu. |
Envelope ID | The Envelope ID is a common identifier required to perform the functions for this step. It is returned after creating a new envelope. You can store the envelope ID in a variable and use it within this step to retrieve the unique envelope ID corresponding to the workflow instance. | Type values or create dynamic values by dragging Functions,
Fields,
SmartObjects and
Workflow-related items from the Context Browser into the fields. |
Standard Envelope | Allows you to create a standard DocuSign envelope. | Select the Standard Envelope radio button. |
Use Template | Allows you to create a new envelope based on a template. This option is useful if you have templates defined for each business purpose, which contains predefined roles. Template roles contain recipient information such as Recipient Type and Order. Adding a recipient using a template role only works when the envelope ID uses the same template. When this option is not used correctly, the following error occurs at runtime: "Service: DocuSign Service Guid: 7b6722f4-3c18-49af-a612-8e6080af4453 Severity: Error. Error Message: The specified recipient could not be found. Recipient ID : '1' InnerException Message:" Select which template to use. | Select the Use Template radio button. Select the template from the menu. |
Recipient Options |
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Routing Order | Allows you to specify the order in which recipients receive the document. | Type values or create dynamic values by dragging Functions,
Fields,
SmartObjects and
Workflow-related items from the Context Browser into the fields. |
Recipient Type | Allows you to choose the recipient type, for example, Signer. | Select the type from the menu. |
Recipient Name | Allows you to add the recipient's name. | Type values or create dynamic values by dragging Functions,
Fields,
SmartObjects and
Workflow-related items from the Context Browser into the fields. |
Recipient Email Address | Allows you to add the recipient's email address. | Type values or create dynamic values by dragging Functions,
Fields,
SmartObjects and
Workflow-related items from the Context Browser into the fields. |
Use SMS Authentication | Allows you to use SMS authentication by specifying the recipient's mobile number. | Check the check box to enable the feature. Type values or create dynamic values by dragging Functions,
Fields,
SmartObjects and
Workflow-related items from the Context Browser into the fields. |
Template Role | Select this option if you created your envelope based on a reusable template that contains predefined roles. Template roles contain some of the recipient information such as Recipient Type and Order.
This option can only be used with envelopes that are template based. Adding a recipient using a template role only works when the envelope ID uses the same template. Select which role name to use. Note: This option is disabled by default. To enable, select the Use Template radio button in the Envelope section. | Select the role name from the menu. |
Host Name | Allows you to add the host's name. | Type values or create dynamic values by dragging Functions,
Fields,
SmartObjects and
Workflow-related items from the Context Browser into the fields. |
Host Email Address | Allows you to add the host's email address. | Type values or create dynamic values by dragging Functions,
Fields,
SmartObjects and
Workflow-related items from the Context Browser into the fields. |
Signer Name | Allows you to add the signer's name. | Type values or create dynamic values by dragging Functions,
Fields,
SmartObjects and
Workflow-related items from the Context Browser into the fields. |
Signer Email Address | Allows you to add the signer's email address. | Type values or create dynamic values by dragging Functions,
Fields,
SmartObjects and
Workflow-related items from the Context Browser into the fields. |
Option Settings | Depending on how you configure this step, DocuSign exposes different additional options that can be set for the recipient. These are not required but are used by DocuSign if they are set. The available options vary based on how the other settings are configured. For more information on Optional Settings, please refer to the DocuSign Optional Attributes help content. | Type values or create dynamic values by dragging Functions,
Fields,
SmartObjects and
Workflow-related items from the Context Browser into the fields. Click Add to add additional property fields. |
Return Property Mappings | Return properties listed here are mapped to variables. This allows you to make use of these values in other steps in the workflow. Create a field and drag it from the Context Browser to the return property. The value of this property is stored in the variable for each workflow instance. | Select properties and supply return values. Type values or create dynamic values by dragging Functions,
Fields,
SmartObjects and
Workflow-related items from the Context Browser into the fields.Click Add to add additional property fields. |