DOCUSIGNCHECK Workflow Application

Overview

The DOCUSIGNCHECK workflow application lets you check the status of an envelope and download its associated file, which is a concatenation of attached files.

How it works

  • You can check the status of an envelope and download the file from DocuSign according to your status criteria.

  • Application logs are available. These can be specified by setting the value of the DocuSignCheckLogLevel parameter in the web.config file to 0 to deactivate logs, 1 for error logs, 2 for information logs, or 3 for debug logs; the default value is 0.

Required parameter

Optional parameters

DocuSign configuration

There are two ways to configure DocuSign account information: you can define the configuration in the web.config file or in the Configuration Panel, or you can manage the configuration on each DOCUSIGNCHECK action.

These parameters must be associated to a DocuSign account.

It's necessary to have authorized your DocuSign application for use. To do this, go to the following address: <SERVER>/oauth/auth?response_type=code&scope=signature%20impersonation&client_id=<CLIENT_ID>&redirect_uri=<REDIRECT_URI>

  • <SERVER>: https://account.docusign.com (production) orhttps://account-d.docusign.com (demo)

  • <CLIENT_ID>: Corresponds to your DocuSign application's Integration Key value

  • <REDIRECT_URI>: Redirect address (e.g. https://docusign.com)

General

Example with DOCUSIGNSEND

In the following example, the DOCUSIGNSEND action is directly followed by the DOCUSIGNCHECK action. This action will loop back on itself until the status changes to signed, completed, voided, or declined.

If the status returned meets the condition, the document will be downloaded from DocuSign.

With the system loop action feature, the DOCUSIGNCHECK action will be executed every x seconds until the OUT condition is met.

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