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DocuSign
Look up the DocuSign connector: its actions and events in alphabetical order, and the sign-in methods of a DocuSign connection.
The DocuSign connector lets a workflow create and send envelopes for e-signature, and download their documents. In the Add node panel, it's in the Connector category, under DocuSign. How connector nodes work describes how a connector node is set up.
Actions
Each action is a node that does one thing in DocuSign.
| Action | What it does |
|---|---|
| Add Document to Envelope | Add a document to an existing envelope in DocuSign. |
| Add Recipient to Envelope | Add a recipient to an existing envelope in DocuSign. |
| Create Envelope | Create and send a document envelope using DocuSign. |
| Create Envelope using Template | Create and manage envelopes using templates in DocuSign, either saving as draft or sending to recipients. |
| Create from Existing Envelope | Create a draft copy of an existing envelope in DocuSign. |
| Delete Record | Delete a record in DocuSign. |
| Download Documents of Envelope | Download all documents from a DocuSign envelope. |
| Get Envelope | Retrieve the status of an envelope in DocuSign. |
| Get Form Data | Retrieve envelope and tab data from in-process, completed, or canceled envelopes in DocuSign. |
| Get Record | Retrieve a record in DocuSign. |
| Get Template | Retrieve the definition of a template in DocuSign. |
| Insert Record | Insert a new record in DocuSign. |
| List All Envelope Recipients | Retrieve a list of recipients for a specific envelope in DocuSign. |
| List All Records | List all records in DocuSign. |
| List documents in envelope | List all documents in an envelope. |
| Replace Record | Replace a record in DocuSign. |
| Send Envelope | Send a draft envelope using DocuSign. |
Events
Each event can start a workflow, as a Connector trigger, or pause a run until it happens, as a Connector event. In the connector's list, events have the WAIT tag.
| Event | What it does |
|---|---|
| Envelope Created | Triggers actions when a new envelope is created in DocuSign. |
| Envelope Sent to All Recipients | Triggers when an envelope is sent to all recipients in DocuSign. |
| Envelope Signed by All Recipients | Triggers when an envelope is signed by all recipients in DocuSign. |
| Envelope Status Updated | Triggers when an envelope's status is updated in DocuSign. |
Connection
A DocuSign node signs in through a connection. Create a connection describes how to create one from the node. On the Connect to page, choose one of these sign-in methods:
| Sign-in method | What you need |
|---|---|
| OAuth 2.0 Authorization code | Your DocuSign account ID, and the email address and password of your account. |
| Bring your own OAuth 2.0 app | The client ID and client secret of an app that you create in DocuSign, your account ID, and the environment. |
Only DocuSign production accounts work. Demo and developer accounts don't.
Next steps
- Connector: every connector, grouped by area.
- Create a connection: sign a workflow in to an app.
- Community: ask questions and share workflows with other builders on the UiPath Forum.