Add Recipient to Envelope

Add a recipient to an envelope.

Options

Field Definition Type Required

Accounts

Choose from available DocuSign accounts.

Dropdown

TRUE

Recipient Type

Choose from available recipient types.

Dropdown

TRUE

Input

The input fields for this card are dynamically generated based on your selection in Options.

Field Definition Type Required

Email

Email address of the recipient.

Text

TRUE

Name

Name of the recipient.

Text

TRUE

Recipient ID

ID of the recipient.

Text

TRUE

Routing Order

Routing order of the recipient.

Text

FALSE

Envelope ID

Unique ID of the envelope.

Text

TRUE

Notary Name

Name of notary.

Text

FALSE

Notary Email

Email address of notary.

Text

FALSE

Notary Note

Note unique to the notary.

Text

FALSE

Witness For

Person whose signature is being witnessed.

Text

FALSE

Access Code

Access code recipient must enter to validate identity.

Text

FALSE

Note

Note unique to recipient.

Text

FALSE

Custom Fields

Custom data about the recipient.

Text

FALSE

Role Name

Role of the recipient.

Text

FALSE

Auto Navigation

Indicates whether auto navigation is enabled.

True/False

FALSE

Sign In Each Location

Indicates whether recipient must sign at each signature point.

True/False

FALSE

Phone Authentication

List of phone numbers the recipient can use for voice authentication.

List of Text

FALSE

SMS Authentication

List of phone numbers the recipient can use for SMS text authentication.

List of Text

FALSE

Host Name

Name of signing host.

Text

FALSE

Host Email

Email address of signing host.

Text

FALSE

Signer Name

Name of signer.

Text

FALSE

Output

Field Definition Type

Status Code

Result of the operation. The connector returns an HTTP status code that indicates whether the action taken by the card succeeded or failed. For example:

  • A 201 Created status code indicates success where a new resource was created.
  • A 403 Forbidden error indicates that the HTTP request wasn't processed because the necessary permissions were missing.

For a full list of possible status codes, see HTTP status codes.

Number

Recipient ID

ID of the recipient.

Text

Name

Name of the recipient.

Text

Email

Email address of the recipient.

Text

Related topics

DocuSign connector

Workflow elements

DocuSign Developer documentation