This documentation is in maintenance status and may not reflect the latest product updates. Please see the release notes for product updates.

DocuSign populate template

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

Allows the user to populate fields and values of a template stored in DocuSign. The user has the option to send the completed template to the recipients or save it as a draft.

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. Manual authorization for older workflows Older workflows created with manual authorization, such as those retained during upgrades, continue to require manual authorization. For these workflows, the following fields are available. Authorizing user Specify an email address for the authorization request. External email addresses can be used. Steps in the authorization process On execution of the action, a message is sent to the email address specified for the authorizing user. The message contains the following details. From: notification@nintexlive.com Subject: Contains the phrases "Nintex" and "Request authorization" Contents: Contains links to authorize or deny the operation When the authorizing user clicks the link to authorize the operation, the authorizing user is prompted to do the following. Log in to the external service Allow Nintex to access the external service Decide whether to waive future Nintex authorization requests for this external service When the prompted actions are completed, the action completes. What happens if the operation is never authorized? If the authorization process is not completed, then the workflow suspends. This situation can occur in the following scenarios. The authorizing user explicitly denies the operation, either by clicking the deny link in the email message or not allowing Nintex access to the external service after logging in. Error logged for suspended workflow: “The service request has been denied.” Seven days pass without completion of the authorization process. Either the authorizing user never clicks the authorize link in the email message or the authorizing user initiates the process but does not complete all steps. For example, the authorizing user logs in to the external service but does not allow Nintex to access the external service. Error logged for suspended workflow: “The service request has expired.”
Template name	Specify the name of a template in DocuSign to populate. Note: The template name can be obtained from Template Summary of the selected template in DocuSign.
Envelope action	Select one of the following items. Save As Draft: Saves the populated template as an envelope with a draft status. Note: The completed draft can be sent to the recipients by using DocuSign send envelope. Send Envelope: Sends the created envelope directly to the recipient.
Recipient role	Specify the role of the recipient. Required if any of the following fields are specified: Recipient email, Recipient name, Email subject, Email message, or Field names. Note: The role must be pre-configured in the template.
Recipient email	Specify a recipient’s email address to receive the document to be signed. Maximum 100 characters. Note: Leave blank to use the recipient email specified in the template.
Recipient name	Specify the recipient’s name corresponding to the above Recipient email. Maximum 100 characters. Note: Leave blank to use the recipient name specified in the template.
Email subject	Specify the email subject to the recipient. This value overwrites the email subject in the template. Maximum 100 characters. Note: Leave blank to use the email subject specified in the template.
Email message	Specify the email message to the recipient. This will overwrite the email message in the template. Maximum 10000 characters. Note: Leave blank to use the email message specified in the template.
Field names	Specify a collection variable to store the field names to populate. The field name refers to the label of the tag that existed in the template. When building collections for names and values, key each collection identically; that is, use the key of the name (first collection) for the corresponding key of the value (second collection). Note: Only tags for roles with the Sign action or the Sign in Person action can be updated.
Field values	Specify a collection variable to store the corresponding values for the field names specified in Field names. This setting overwrites the values in the template. When building collections for names and values, key each collection identically; that is, use the key of the name (first collection) for the corresponding key of the value (second collection).
Output	Store output for this action using the following selections. Envelope ID: Specify a text variable to store the ID of the draft envelope or the ID of the envelope that was sent to the recipient. How to add and remove output variables Depending on action requirements, you may be able to add and remove output variables. To add an output variable Select an option from the Select more drop-down list. Click Add to display a drop-down list for the selected option. Select a previously defined workflow variable from the drop-down list. To remove an output variable Click Delete (). Note: Some output variables cannot be deleted. For example, the output variable URL for the action Bing news search cannot be deleted.