DOCUSIGNSEND Workflow Application
The DOCUSIGNSEND workflow application lets you send one or more documents to DocuSign for electronic signature.
- 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
FILExparameter, wherexcorresponds 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_LISTandSIGNER_EMAIL_LIST. You can also useSIGNER_NAMExandSIGNER_EMAILx, wherexcorresponds 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_LISTorSIGNER_ACCESS_CODEx, wherexcorresponds 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
DocuSignSendLogLevelparameter in theweb.configfile to0to deactivate logs,1for error logs,2for information logs, or3for debug logs; the default value is0.
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.
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 |
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 |
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:
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:
By default, this value comes from the DocuSignHostServer parameter in the web.config. |
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 |
Parameter | Type | Direction | Description |
DOCUSIGN_ENVELOPE_ID | TEXT | OUT |
Parameter | Type | Direction | Value |
SIGNER_NAME_LIST | TEXT | IN | John Doe,Jack Adi |
SIGNER_EMAIL_LIST | TEXT | IN | |
SIGNER_ACCESS_CODE_LIST | TEXT | IN | abc123,def456 |
FILE1 | FILE | IN | contract.pdf |
DOCUSIGN_ENVELOPE_ID | TEXT | OUT | xxxxx-xxxxx-xxxxx-xxxxx |
Parameter | Type | Direction | Value |
SIGNER_NAME1 | TEXT | IN | John Doe |
SIGNER_NAME2 | TEXT | IN | Jack Adi |
SIGNER_EMAIL1 | TEXT | IN | |
SIGNER_EMAIL2 | TEXT | IN | |
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 |
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
Before signing
After signing
Last modified 30d ago