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