DOCUSIGNSEND Workflow Application

Overview

The DOCUSIGNSEND workflow application lets you send one or more documents to DocuSign for electronic signature.

How it works

• The DOCUSIGNSEND application will create a unique envelope and send it to one or multiple signers.

• You can specify one or multiple files per DOCUSIGNSEND action. To do this, use the FILEx parameter, where x corresponds to the file number (e.g FILE1). At least one file is required.

• You can specify one or multiple signers. To do this, use the combination of SIGNER_NAME_LIST and SIGNER_EMAIL_LIST. You can also use SIGNER_NAMEx and SIGNER_EMAILx, where x corresponds to the signer number.

• You can specify an access code by signer. To do this, depending on the method you use to specify signers (i.e., with or without _LIST), you can use either SIGNER_ACCESS_CODE_LIST or SIGNER_ACCESS_CODEx, where x corresponds to the signer number.

• You can specify the positions of the DocuSign tags for the signer name, the signature location, and the signature date. DocuSign will automatically recognize the tags.

• Application logs are available. These can be specified by setting the value of the DocuSignSendLogLevel 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 parameters

You can use either of the following configurations: with a signers list or with signer numbers.

Signers are handled sequentially, whether configured using a list or using numbers.

With a list of signers

Parameter	Type	Direction	Description
SIGNER_NAME_LIST	TEXT	IN	Names of signers, separated by the value defined in the DATA_SEPARATOR parameter
SIGNER_EMAIL_LIST	TEXT	IN	Emails of signers, separated by the value defined in the DATA_SEPARATOR parameter
FILEx	FILE	IN	File(s) to send, where x corresponds to the file number; you can add one or multiple files

With signer numbers

Parameter	Type	Direction	Description
SIGNER_NAMEx	TEXT	IN	Name(s) of signer(s), where x corresponds to the signer number; you can add one or multiple signers
SIGNER_EMAILx	TEXT	IN	Email(s) of signer(s), where x corresponds to the signer number; you can add one or multiple signers
FILEx	FILE	IN	File(s) to send, where x corresponds to the file number; you can add one or multiple files

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 DOCUSIGNSEND action.

These parameters must be associated to a DocuSign account.

Parameters	Type	Direction	Description
DOCUSIGN_CLIENT_ID	TEXT	IN	DocuSign client ID Corresponds to your DocuSign application's Integration Key value By default, this value comes from the DocuSignClientId parameter in the web.config.
DOCUSIGN_USER_GUID	TEXT	IN	DocuSign user GUID Corresponds to the value of User ID in the DocuSign Control Panel By default, this value comes from the DocuSignUserGuid parameter in the web.config.
DOCUSIGN_AUTH_SERVER	TEXT	IN	DocuSign Auth server DocuSign values: account.docusign.com (production) account-d.docusign.com (demo) By default, this value comes from the DocuSignAuthServer parameter in the web.config.
DOCUSIGN_RSA_KEY	TEXT	IN	DocuSign RSA key By default, this value come from the /Files/DocuSign/rsaKey.pem file.
DOCUSIGN_HOST_SERVER	TEXT	IN	DocuSign host server DocuSign values: https://docusign.net (production) https://demo.docusign.net (demo) By default, this value comes from the DocuSignHostServer parameter in the web.config.

General

Parameters	Type	Direction	Description
DATA_SEPARATOR	TEXT	IN	Separator used to separate SIGNERS_NAME_LIST, SIGNERS_EMAIL_LIST, and SIGNER_ACCESS_CODE_LIST content Default: ,
EMAIL_SUBJECT	TEXT	IN	Email subject used for the DocuSign envelope Default:Please sign this document sent from WorkflowGen
PREFIX_SIGNHERE	TEXT	IN	Prefix of the SignHere tag Default: /s
SUFFIX_SIGNHERE	TEXT	IN	Suffix of the SignHere tag Default: /
X_OFFSET_SIGNHERE	TEXT	IN	Vertical alignment of the SignHere tag in pixels Default: 0
Y_OFFSET_SIGNHERE	TEXT	IN	Horizontal alignment of the SignHere tag in pixels Default: 0
PREFIX_FULLNAME	TEXT	IN	Prefix of the Full name tag Default: /f
SUFFIX_FULLNAME	TEXT	IN	Suffix of the Full name tag Default: /
X_OFFSET_FULLNAME	NUMERIC	IN	Vertical alignment of the Full name tag in pixels Default: 0
Y_OFFSET_FULLNAME	NUMERIC	IN	Horizontal alignment of the Full name tag in pixels Default: 0
PREFIX_DATE	TEXT	IN	Prefix of the Date tag Default: /d
SUFFIX_DATE	TEXT	IN	Suffix of the Date tag Default: /
X_OFFSET_DATE	NUMERIC	IN	Vertical alignment of the Date tag in pixels Default: 0
Y_OFFSET_DATE	NUMERIC	IN	Horizontal alignment of the Date tag in pixels Default: 0

Return parameter

Parameter	Type	Direction	Description
DOCUSIGN_ENVELOPE_ID	TEXT	OUT	Contains the DocuSign envelope ID; you can use this ID in the DOCUSIGNCHECK workflow application

Examples

With signer list

Parameter	Type	Direction	Value
SIGNER_NAME_LIST	TEXT	IN	John Doe,Jack Adi
SIGNER_EMAIL_LIST	TEXT	IN	[e-mail],[e-mail]
SIGNER_ACCESS_CODE_LIST	TEXT	IN	abc123,def456
FILE1	FILE	IN	contract.pdf
DOCUSIGN_ENVELOPE_ID	TEXT	OUT	xxxxx-xxxxx-xxxxx-xxxxx

With signer number

Parameter	Type	Direction	Value
SIGNER_NAME1	TEXT	IN	John Doe
SIGNER_NAME2	TEXT	IN	Jack Adi
SIGNER_EMAIL1	TEXT	IN	[e-mail]
SIGNER_EMAIL2	TEXT	IN	[e-mail]
SIGNER_ACCESS_CODE1	TEXT	IN	abc123
SIGNER_ACCESS_CODE2	TEXT	IN	def456
FILE1	FILE	IN	contract.pdf
DOCUSIGN_ENVELOPE_ID	TEXT	OUT	xxxxx-xxxxx-xxxxx-xxxxx

Sending a document with tags

DocuSign lets you specify the location where you want your signer to sign. By default, the tags are /fx/ for the signer's full name, /dx/ for the date, and /sx/ for the Sign Here button; x corresponds to the signer number.

Add tags to your document, as shown below:

Adding tags

Since DocuSign doesn't remove characters from the document and just adds an overload on the tags, you can set the tags' colors to the same color as your background (white, in the following example):

Tags hidden

Result in DocuSign:

Before signing

After signing