DocuSign Wizards
This content applies to legacy design tools (such as K2 Studio, K2 for Visual Studio, or the Silverlight-based K2 workflow design tool). If you have upgraded from K2 blackpearl 4.7 to K2 Five , these tools may still be available in your environment. These legacy tools may not be available in new installations of K2 Five . These legacy tools may also not be available, supported, or behave as described, in future updates or versions of K2. Please see the legacy component support policy for more information about support for these components.
The DocuSign wizards allow for the management of DocuSign envelopes and their collective artifacts for a given DocuSign Instance. Workflows containing these wizards can be built on a development environment, packaged and then deployed to the organization's production environment.
Theoretical and functional knowledge of DocuSign is required to use the DocuSign integration provided by K2. You may learn more about DocuSign from the DocuSign website at https://www.docusign.com/. The documentation below assumes you are familiar with DocuSign as well as K2 SmartObjects.
Important Considerations
The following information is important to know before using the DocuSign wizards in a workflow:
- The Enterprise version of DocuSign is required to integrate with K2.
- An instance of the DocuSign Service needs to be registered before you will be able to make use of the wizards. See the DocuSign Feature Activation topic for more information on registering the DocuSign Service Instance.
- The Envelope ID is a common identifier that most of these wizards require in order to perform their respective functions. The Envelope ID is returned after the creation of a new envelope or can be retrieved by executing the List method of the Envelope service object. It is recommended that you store the Envelope ID in a data field and use that data field within the wizards where Envelope ID is required.
DocuSign Wizards
The following DocuSign wizards are available:
| Wizard Name | Function |
|---|---|
| Add Document | Adds a document to an envelope |
| Add Recipient | Adds a recipient or template role to an envelope |
| Create Envelope | Creates a new envelope |
| Create Tab | Creates a tab in the document to be signed in an envelope |
| Delete Envelope | Deletes an envelope |
| Move Envelope to Folder | Moves an envelope to a specific folder in DocuSign |
| Remove Document | Removes a document from an envelope |
| Remove Recipient | Removes a recipient from an envelope |
| Resend Envelope | Resend an envelope to recipients |
| Send Envelope | Sends an envelope to recipients |
| Void Envelope | Voids an envelope in DocuSign |
To launch a wizard, drag it from the Event Wizards on to the design canvas.