DocuSignSend from template
BetaChanges data
Creates an envelope from a DocuSign template and sends it for signature.
Settings
| Setting | What it is |
|---|---|
| ConnectionRequired | The DocuSign connection the step signs in with. |
| Template IDRequired | Pick it from DocuSign → Templates → the template's ID. |
| Roles | One row per template role. The role name must match the template's own; the embedded user id is only for signing inside your own app. |
| E-mail subject | text |
| E-mail message | text |
| Send now | Off saves a draft in DocuSign instead of sending it. |
Technical details
| Key | Value |
|---|---|
connection | texta connection id from `requires.connections` (provider `docusign`) |
templateId | text |
roles | list of {roleName?: text, name?: text, email?: text, routingOrder?: text, clientUserId?: text}, by default [] |
emailSubject | text |
emailBlurb | text |
sendNow | true/false, by default true |
Output
| Field | Type |
|---|---|
envelopeId | string |
status | string |
statusDateTimeStatus changed at | string |
uriEnvelope URI | string |
Sample output, and the expression for each field
- envelopeId"e1"
- status"sent"
- statusDateTime""
- uri"/envelopes/e1"
Errors
When a step of this node stops a run, the run page shows a code. Look it up:
Example step
The step as a flow file holds it. Replace each value in <…>.
{
"config": {
"connection": "<connection id>",
"emailBlurb": "",
"emailSubject": "",
"roles": [],
"sendNow": true,
"templateId": "<template id>"
},
"label": "Send from template",
"type": "docusign.sendFromTemplate",
"version": 1
}