Create Envelope

Create an envelope in DocuSign.

Options

Field	Definition	Type	Required
Accounts	Choose from available DocuSign accounts.	Dropdown	TRUE
Templates	This dropdown list contains up to 100 named templates retrieved from your DocuSign account. Choose from one of the listed templates or select -- Enter Template ID -- to manually enter a template ID in the Input section of the card.	Dropdown	TRUE

Input

Field	Definition	Type	Required
Template
ID	Identifier for the template you want to use when creating the envelope.	Text	TRUE
Envelope
Authoritative Copy	Indicates whether the document is the authoritative copy.	True/False	FALSE
Brand ID	ID of the brand.	Dropdown	FALSE
Message Lock	Indicates whether the message is locked.	True/False	FALSE
Allow Markup	Indicates whether markup is allowed.	True/False	FALSE
Allow Comments	Indicates whether comments are allowed.	True/False	FALSE
Allow Reassign	Indicates whether the envelope can be reassigned.	True/False	FALSE
Allow View History	Indicates whether the envelope history can be viewed.	True/False	FALSE
Reminder
Reminder Delay	Number of days to wait after creating the envelope before sending the first reminder.	Number	FALSE
Reminder Enabled	Indicates whether reminders are enabled.	True/False	FALSE
Reminder Frequency	Frequency (in days) to send additional reminders after the first.	Number	FALSE
Expiration
Expiration Enabled	Indicates whether expiration is enabled.	True/False	FALSE
Expire After	Number of days after which the envelope expires.	Number	FALSE
Expire Warn	Number of days before the envelope expires to send an expiration warning.	Number	FALSE

Output

Field	Definition	Type
Envelope ID	Unique ID of the envelope.	Text
URI	URI that contains the user ID.	Text
Status	Envelope status. This output value is one of: completed, created, declined, delivered, sent, signed, or voided.	Text
Status Date Time	The date and time when the envelope status changed.	Text

Related topics

DocuSign connector

Workflow elements

DocuSign Developer documentation