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Send Documents For Signing
  • 03 Apr 2023
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Send Documents For Signing

  • Updated on 03 Apr 2023
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Article Summary

Step Details
Introduced in Version4.0.0
Last Modified in Version8.10.0
LocationIntegration > DocuSign

The Send Documents For Signing step is used to send documents that need to be signed by a user. If the step runs successfully, the step will output an EnvelopeId.





Properties

Inputs

PropertyDescriptionData Type
CCWill send the documents to this list of emails after completing the signing.List of String
DocumentList of documents that need to be signed. DocuSign Module supports the following documents.
  • PDF (.pdf)
  • Word (.docx)
List of Byte
Document TitleTitle of document.String
Email BlurbThe input of the email message that will be sent out to the recipient.String
Override CredentialsThis optional input allows the Decisions Developer to override the DocuSign settings configured in the System Settings.---
RecipientsThe input expects the email address to who the documents will be sent.List of RecipientTabMapping
Respect Signing OrderWill send the document to the recipients in the order they are listed.Boolean
RemindersAllows a user to set reminders and document expirations---
SubjectEmail subject line.String
Transform PDF FieldsThis allows PDF Fields to be automatically converted to signable objects when uploaded to DocuSign.Boolean

Outputs

PropertyDescriptionData Type
Error MessageMessage detailing the error if one was hit.String
EnvelopeIDEnvelopeID used to track the documents sent.String

Step Changes

DT TitleDescriptionVersionDate
[DT-036749] Send MS Word docx Files Through DocusignThe "Send Documents For Signing" step now supports ".docx" files.8.10March 24, 2023
Related Information

Articles:
The DocuSign Module

Forum Posts:
Using DocuSign with Decisions

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