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, wherex
corresponds to the file number (e.gFILE1
). At least one file is required.You can specify one or multiple signers. To do this, use the combination of
SIGNER_NAME_LIST
andSIGNER_EMAIL_LIST
. You can also useSIGNER_NAMEx
andSIGNER_EMAILx
, wherex
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 eitherSIGNER_ACCESS_CODE_LIST
orSIGNER_ACCESS_CODEx
, wherex
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 theweb.config
file to0
to deactivate logs,1
for error logs,2
for information logs, or3
for debug logs; the default value is0
.
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
With signer numbers
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.
General
Return parameter
Examples
With signer list
With signer number
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:
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):