DocuSign eSign Status Check activity

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


DocuSign eSign Status Check activity

Configure the DocuSign eSign Status Check activity

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

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Digital Signature tab.

    Digital Signature tab
  3. On the Digital Signature tab, drag the DocuSign eSign Status Check activity onto your process.

    Drag DocuSign eSign Status Check activity

General Configuration

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

Figure: General Configuration screen

General Configuration screen

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

Configuration for DocuSign eSign Status Check

Specifies the status of the digital signature request.

Figure: DocuSign eSign Status Check Configuration screen

DocuSign eSign Status Check Configuration screen

Fields

Field Name Definition

DocuSign

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

Create Add Token icon

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. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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