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

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):

Result in DocuSign: