Request a DocuSign Digital Signature

To request a digital signature with DocuSign, do the procedure in this topic.

Screen



Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Digital Signature Digital Signature icon tab.
      2. On the Digital Signature Digital Signature icon tab, drag the DocuSign eSign Request DocuSign eSign Request icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Source Configuration Source Configuration icon.
  3. On the Source Repository screen, select the source location for your file.
  4. Click Sign Request Sign Request icon.
  5. Click the Connection tab.
  6. On the DocuSign Request Configuration screen, in the Digital Signature field, select your DocSign access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for DocuSign.

    When you select DocSign access token, the Authentication URL field is complete.

  7. In the Document Name field, enter the name of the document to sign.
  8. Click the Sender tab, and complete these fields as necessary.
    Field Name Definition

    Send On Behalf Of Below User

    Function:
    Lets you send a DocuSign document in the name of a user registerd in DocuSign.

    To use this option, the DocuSign administrator must enable the permissions for Send On Behalf of Rights in the DocuSign account preferences.

    Accepted Values:
    • Selected - Lets you send a DocuSign document on behalf of the specified user. To use this option, the value must be an e-mail address registered in DocuSign.
    • Deselected - The specified user can send a DocuSign document.
    Default Value:
    Deselected
    Accepts Process Data Variables:
    No

    Name

    Function:
    Specifies the name of the sender.
    Accepted Values:
    A valid user name.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    E-mail Address

    Function:
    Specifies the e-mail address of the sender.
    Accepted Values:
    A valid e-mail address.

    If you use process data variables, domain\username is changed automatically to a valid e-mail format.

    If you select Send on behalf of below user, you must enter a valid DocuSign registered e-mail address in this field.

    Default Value:
    None
    Accepts Process Data Variables:
    Yes
  9. Click the Signer tab.
  10. On the Signer tab, in the Signer E-mail Address field, enter the e-mail addresses of the signer.
  11. Do one of these:
    • Field Name Definition

      Anchor Text Signing

      Function:
      Specifies text that shows where the recipient can put signatures, initials and other information in the document.
      Accepted Values:
      • Include Signature - The sender puts text to search and put the signature and other information in the document.
      • Include Initials - The sender puts text to search and put the initials and other information in the document.
      Default Value:
      Selected.

      When you select this field, the Signature Details tab and Initial Details tab becomes available.

      Accepts Process Data Variables:
      No
      1. Click Signature Details tab.
      2. On the Signature Details tab, in the Signature Anchor String field, enter the text to search and place the signature and other information in the document.
      3. Complete these fields as necessary.
        Field Name Definition

        Display document sent date for signature

        Function:
        Shows the date when the specified document is sent along with the digital signature.
        Accepted Values:
        • Selected - Shows both the document sent date and the digital signature.
        • Deselected - Shows only the digital signature.
        Default Value:
        Selected

        Type

        Function:
        Specifies the tag type.

        Tags identify the places in a document where the recipient can put the signature, initials, or other information.

        Accepted Values:
        • COMPANY - The recipient's company name shows in the tag.
        • E-MAIL - The recipient's e-mail address shows in the tag.
        • TEXT - The recipient enters text in the tag.
        • TITLE - The recipient's title shows in the tag.
        Default Value:
        TEXT

        Name

        Function:
        Specifies the name of the tag. The name is a unique identifier for the tag.
        Accepted Values:
        • One line of text that can have spaces.
        • A process data variable.

          You can use Process Data screen to specify a process data variable.

        Default Value:
        None

        Value

        Function:
        Specifies the value of the Name field that shows in the document.
        Accepted Values:
        Default Value:
        None
      4. Click Initial Details tab.
      5. On the Initial Details tab, in the Initial Anchor String field, enter the string to search and place the initials and other information in the document.
      6. Complete these fields as necessary.
        Field Name Definition

        Display document sent date for signature

        Function:
        Shows the date when the specified document is sent along with the digital signature.
        Accepted Values:
        • Selected - Shows both the document sent date and the digital signature.
        • Deselected - Shows only the digital signature.
        Default Value:
        Selected

        Type

        Function:
        Specifies the tag type.

        Tags identify the places in a document where the recipient can put the signature, initials, or other information.

        Accepted Values:
        • COMPANY - The recipient's company name shows in the tag.
        • E-MAIL - The recipient's e-mail address shows in the tag.
        • TEXT - The recipient enters text in the tag.
        • TITLE - The recipient's title shows in the tag.
        Default Value:
        TEXT

        Name

        Function:
        Specifies the name of the tag. The name is a unique identifier for the tag.
        Accepted Values:
        • One line of text that can have spaces.
        • A process data variable.

          You can use Process Data screen to specify a process data variable.

        Default Value:
        None

        Value

        Function:
        Specifies the value of the Name field that shows in the document.
        Accepted Values:
        Default Value:
        None
    • Field Name Definition

      Free-Form Signing

      Function:
      Sends the documents to the recipients without adding tags.

      When recipients open documents sent for free-form signing, the recipient sees the Click & Drag box in the document. The recipients can click and apply or drag their signature, initials, and other information on the document to complete the sign.

      Accepted Values:
      • Selected - The documents are sent to recipients without adding tags.
      • Deselected - Anchor Text Signing option is selected.
      Default Value:
      Deselected
      Accepts Process Data Variables:
      No
  12. Click the Response tab, and complete these fields as necessary.
    Field Name Definition

    Document ID

    Function:
    Specifies a unique ID of the document. This ID comes from DocuSign.
    Accepted Values:
    A valid document ID.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Signing URL

    Function:
    Specifies the process data variable that stores the reference URL for signing the documents.

    The reference URL comes in the response from the DocuSign API.

    Accepted Values:
    A process data variable.

    You can use Process Data screen to specify a process data variable.

    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Sign Status

    Function:
    Specifies a process data variable to store the status of the digital signature request.
    Accepted Values:
    A process data variable.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    E-mail Sent On

    Function:
    Specifies the date and time of the digital signature request e-mail.
    Accepted Values:
    A valid date and time.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

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