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DocuSign send envelope

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

Sends an envelope from a draft stored in DocuSign. The user can update the recipient’s email, name, email subject, and message before sending it as a complete document to the recipient. The recipient will then receive an email notification for further action.

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.”
Envelope ID	Specify the envelope ID from draft to send the envelope. The draft must contain at least one document. Note: Envelope ID can be retrieved from the output of the action DocuSign populate template.
Recipient email	Specify a recipient’s email address to receive the document to be signed. Maximum 100 characters. This entry overwrites any existing recipient email addresses in the initial draft. Note: Leave blank to send to the recipient specified in the initial draft.
Recipient name	Specify a recipient’s name to receive the document to be signed. Maximum 100 characters. Note: Leave blank to send to the recipient specified in the initial draft.
Email subject	Specify the subject of the email to overwrite the Email Subject in the initial draft. Maximum 100 characters. Note: Leave blank to use the email subject specified in the initial draft.
Email message	Specify the message of the email to overwrite the Email Message in the initial draft. Maximum 10000 characters. Note: Leave blank to use the email message specified in the initial draft.