Create Envelope

Create an envelope in DocuSign.

Required fields are indicated in red.

Unless otherwise mentioned, all fields are text.

Options

  • Accounts (drop-down): choose from available DocuSign accounts
  • Templates (drop-down): choose from available templates

Input

Envelope

  • Authoritative Copy (true/false): whether the document is the authoritative copy
  • Brand ID (drop-down): ID of the brand
  • Message Lock (true/false): whether the message is locked
  • Allow Markup (true/false): whether markup is allowed
  • Allow Comments (true/false): whether comments are allowed
  • Allow Reassign (true/false): whether the envelope can be reassigned
  • Allow View History (true/false): whether the envelope history can be viewed

Reminder

  • Reminder Delay (number): number of days to wait after creating the envelope before sending first reminder
  • Reminder Enabled (true/false): whether reminders are enabled
  • Reminder Frequency (number): frequency (in days) to send additional reminders after the first

Expiration

  • Expiration Enabled (true/false): whether expiration is enabled
  • Expire After (number): number of days after which the envelope expires
  • Expire Warn (number): number of days before envelope expires to send an expiration warning

Output

  • Envelope ID: unique ID of the envelope
  • URI: URI that contains the user ID
  • Status: envelope status; one of: completed, created, declined, delivered, sent, signed, or voided
  • Status Date Time: date and time the envelope changed status

See Also

DocuSign connector

About the elements of Okta Workflows

DocuSign Developer documentation