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 |