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.

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 API Username 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

[email protected],[email protected]

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

[email protected]

SIGNER_EMAIL2

TEXT

IN

[email protected]

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