| Step Details | |
| Introduced in Version | 4.0.0 |
| Last Modified in Version | 9.14.0 |
| Location | Integration > 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.
Prerequisites
This step requires the DocuSign Module to be installed before it will be available in the toolbox.
Properties
Inputs
| Property | Description | Data Type |
|---|---|---|
| CC | Will send the documents to this list of emails after completing the signing. | List of String |
| Document | List of documents that need to be signed. DocuSign Module supports the following documents.
| List of Byte |
| Document Title | Title of document. | String |
| Email Blurb | The input of the email message that will be sent out to the recipient. | String |
| Override Credentials | This optional input allows the Decisions Developer to override the DocuSign settings configured in the System Settings. | --- |
| Recipients | The input expects the email address to who the documents will be sent. Press the Add Value button to see a menu of all possible recipient values. New values are added in different versions. | List of RecipientTabMapping |
| Respect Signing Order | Will send the document to the recipients in the order they are listed. | Boolean |
| Reminders | Allows a user to set reminders and document expirations | --- |
| Subject | Email subject line. | String |
| Transform PDF Fields | This allows PDF Fields to be automatically converted to signable objects when uploaded to DocuSign. | Boolean |
Outputs
| Property | Description | Data Type |
|---|---|---|
| Error Message | Message detailing the error if one was hit. | String |
| EnvelopeID | EnvelopeID used to track the documents sent. | String |
Step Changes
| Description | Version | Date | Developer Task |
|---|---|---|---|
| The "Send Documents For Signing" step now supports ".docx" files. | 8.10 | March, 2023 | [DT-036749] |
| New configurations have been added to the Recipient object. IDCheckConfigurationName was added as a string input to use for a Recipient. Also a composite object was added called RecipientSignatureProviders that will allow the developer to define security information for the Recipient. | 9.14 | August, 2025 | [DT-045265] |
Related Information
Articles:
The DocuSign Module
Forum Posts:
Using DocuSign with Decisions