Download a Digitally Signed Document with DocuSign

To download a digitally signed document with DocuSign, do the procedure in this topic.

Download Signed Document 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 Document Download DocuSign eSign Document Download 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 Target Configuration Target Configuration icon.
  3. On the Target Repository screen, select the target location for your file.
  4. Click Signed Document Download Signed Document Download icon
  5. On the Download Signed Document screen, in the Digital Signature field, select your DocSign access token.. When you select DocSign access token, the Authentication URL field is complete..
  6. In the Document ID field, enter a unique document ID of the eSigned document to download.
  7. In the Document Location field, enter the location to store the downloaded eSigned document.
  8. In the File Name field, enter the name of the file for the downloaded eSigned document.

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