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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. |
String |
TRUE |
Envelope
|
Authoritative Copy
|
Indicates whether the document is the authoritative copy. |
Boolean |
FALSE |
Brand ID
|
ID of the brand. |
Dropdown |
FALSE |
Message Lock
|
Indicates whether the message is locked. |
Boolean |
FALSE |
Allow Markup
|
Indicates whether markup is allowed. |
Boolean |
FALSE |
Allow Comments
|
Indicates whether comments are allowed. |
Boolean |
FALSE |
Allow Reassign
|
Indicates whether the envelope can be reassigned. |
Boolean |
FALSE |
Allow View History
|
Indicates whether the envelope history can be viewed. |
Boolean |
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. |
Boolean |
FALSE |
Reminder Frequency
|
Frequency (in days) to send additional reminders after the first. |
Number |
FALSE |
Expiration
|
Expiration Enabled
|
Indicates whether expiration is enabled. |
Boolean |
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. |
String |
URI
|
URI that contains the user ID. |
String |
Status
|
Envelope status. This output value is one of: completed, created, declined, delivered, sent, signed, or voided. |
String |
Status Date Time
|
The date and time when the envelope status changed. |
String |
Related topics
DocuSign connector
Workflow elements
DocuSign Developer documentation