DocuSign eSign Request activity
An activity that requests a new digital signature for a specified document from DocuSign.
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Configure the DocuSign eSign Request activity
To configure the DocuSign eSign Request activity, do the procedure in this topic.
Good to Know
- To send an email notification, click
Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
- 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?
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
How to Start
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library,
open the Digital Signature tab.
- On the Digital Signature tab,
drag the DocuSign eSign Request
activity onto your process.
General Configuration
Specifies the basic settings for the DocuSign eSign Request activity.
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Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Source Repository
Specifies the original, or source, location type for your files.
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Fields
Field Name | Definition |
---|---|
Source Repository |
|
DocuSign eSign Request Configuration > Connection
Specifies the document to which e-Signature is requested.
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Fields
Field Name | Definition |
---|---|
DocuSign |
|
Create |
|
Authentication URL |
|
Document Name |
|
DocuSign eSign Request Configuration > Sender tab
Specifies the details of sender who requests a digital signature.
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Fields
Field Name | Definition |
---|---|
Send On Behalf Of Below User |
|
Name |
|
Email Address |
|
Subject |
|
Message Body |
|
DocuSign eSign Request Configuration > Signer tab
Specifies the recipients of the digital signature request.
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Fields
Field Name | Definition |
---|---|
Signer Email Addresses |
|
CC |
|
Anchor Text Signing |
|
Free-Form Signing |
|
Enable Manual Offset |
|
Signature Flow |
|
DocuSign eSign Request Configuration > Signature Details tab
Specifies the text to search and put the signature or other information in the document.
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Fields
Field Name | Definition |
---|---|
Signature Anchor String |
|
Display document sent date for signature |
|
Type |
|
Name |
|
Value |
|
Add |
|
Delete |
|
DocuSign eSign Request Configuration > Initial Details tab
Specifies the text to search and then enter initials or other information in a document.
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Fields
Field Name | Definition |
---|---|
Initial Anchor String |
|
Display document sent date for signature |
|
Type |
|
Name |
|
Value |
|
Add |
|
Delete |
|
DocuSign eSign Request Configuration > Response tab
Specifies the response by the signer for the digital signature request.
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Fields
Field Name | Definition |
---|---|
Document ID |
|
Signing URL |
|
Sign Status |
|
Email Sent On |
|