DocuSign eSign Status Check activity

An activity that gets the status of the digital signature request.

Configure the DocuSign eSign Status Check activity

To configure the DocuSign eSign Status Check activity, do the procedure in this topic.

Good to Know

To send an e-mail notification, click Advanced > E-mail Notifications .
For more information, refer to Configure E-mail Notifications for Any Activity.
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

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

General Configuration

Specifies the basic settings for the DocuSign eSign Status Check activity.

Fields

Field Name	Definition
Display Name	Function: Specifies the activity name that shows in your process. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Function: Specifies an optional text description for your activity. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: No

Field Name

Definition

Display Name

Function:

Specifies the activity name that shows in your process.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

Example:

This is a common configuration field that is used in many examples. Refer to:

Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:: Specifies an optional text description for your activity.
Accepted Values:: More than one line of text.
Default Value:: None
Accepts Process Data Variables:: No

Configuration for DocuSign eSign Status Check

Specifies the status of the digital signature request.

Figure: DocuSign eSign Status Check Configuration screen

Fields

Field Name	Definition
Digital Signature	Function: Specifies the access token that connects to your DocuSign application. Accepted Values: A list of access tokens configured for your environment. Default Value: None Accepts Process Data Variables: No
Add Token	Opens this Screen: Access Token for DocuSign Function of this Screen: Configure an access token to connect to DocuSign.
Authentication URL	Function: Shows the URL to connect to the DocuSign site for authentication. Accepted Values: Read only. When you select the access token from Digital Signature field, this field completes. Default Value: None
Document ID	Function: Specifies an assigned ID for the requested eSigned document. Accepted Values: A valid document ID. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
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