DocuSign eSign Request activity

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:
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?

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.

Good to Know

Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts 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	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No

Field Name

Definition

Display Name

Description:

Specifies the activity name that shows in your process.

Allowed Values:

One line of text (a string).

Accepted:

Letters
Numbers
Spaces

Default Value:

None

Accepts 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

Description:: Specifies an optional text description for your activity.
Allowed Values:: More than one line of text.
Default Value:: None
Accepts Variables:: No

Source Repository

Specifies the original, or source, location type for your files.

Fields

Field Name	Definition
Source Repository	Opens this Screen: The configuration screen for your document repository. The specific screen that shows depends on your document repository type. For more information, refer to Document Repositories. Function of this Screen: Configures your document repository.

DocuSign eSign Request Configuration > Connection

Specifies the document to which e-Signature is requested.

Fields

Field Name	Definition
DocuSign	Description: Specifies the access token that connects to your DocuSign application. Allowed Values: A list of access tokens configured for your environment. Default Value: None Accepts Variables: No
Create	Opens this Screen: Access Token for DocuSign Function of this Screen: Configure an access token to connect to DocuSign.
Authentication URL	Description: Shows the URL to connect to the DocuSign site for authentication. Allowed Values: Read only. When you select the access token from Digital Signature field, this field completes. Default Value: None
Document Name	Description: Specifies the name of the document to be signed. Allowed Values: A valid document name. Default Value: None Accepts Variables: Yes

DocuSign eSign Request Configuration > Sender tab

Specifies the details of sender who requests a digital signature.

Fields

Field Name	Definition
Send On Behalf Of Below User	Description: 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. Allowed 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 Variables: No
Name	Description: Specifies the name of the sender. Allowed Values: A valid user name. Default Value: None Accepts Variables: Yes
Email Address	Description: Specifies the e-mail address of the sender. Allowed Values: One line of text (a string) in email address format. If you use process data variables, domain\username is changed automatically to a valid email 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 Variables: Yes
Subject	Description: Specifies the subject line for your email. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts Variables: Yes Example: ${ActivityName} in ${ProcessName} is complete Also refer to: The videos on this page (Example) Configure an Email Activity (Notify Requester If Requested Hours Not Available) (Example) Configure an Email Activity (Notify Requester - On Manager Approval) (Example) Configure an Email Activity (Notify Requester - On Manager Rejection)
Message Body	Description: Specifies the content of your email. Allowed Values: More than one line of text. Default Value: None Accepts Variables: Yes

DocuSign eSign Request Configuration > Signer tab

Specifies the recipients of the digital signature request.

Fields

Field Name	Definition
Signer Email Addresses	Description: Specifies the e-mail addresses of the signer. Allowed Values: A list of email addresses, separated by commas (,). If you use process data variables, domain\username is changed automatically to a valid email format. Default Value: None Accepts Variables: Yes Example: me@mydomain.com, ${ProcessInitiator}, ${ProcessParticipantUserNames}
CC	Description: Specifies the recipients in the CC field for your email. Allowed Values: A list of email addresses, separated by commas (,). If you use process data variables, domain\username is changed automatically to a valid email format. Default Value: None Accepts Variables: Yes Example: me@mydomain.com $MANAGER(DOMAIN\john) $MANAGER(${/my:myFields/my:username})
Anchor Text Signing	Description: Specifies text that shows where the recipient can put signatures, initials and other information in the document. Allowed 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 Variables: No
Free-Form Signing	Description: 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. Allowed Values: Selected - The documents are sent to recipients without adding tags. Deselected - Anchor Text Signing option is selected. Default Value: Deselected Accepts Variables: No
Enable Manual Offset	Description: Lets you specify the location for the signature or initials with x (horizontal) and y (vertical) coordinates relative to the anchor text in your document. Allowed Values: Selected - Lets you specify the location for the signature or initials with x (horizontal) and y (vertical) coordinates. Deselected - Uses the default location for your signature and initials. Default Value: Deselected
Signature Flow	Description: Specifies when the signers must sign the document. Allowed Values: Parallel - The signers can sign the document in parallel with other signers. Sequential - The signers must sign the document in the order of the signature workflow. Default Value: Parallel Accepts Variables: No Limitations: The Signature Flow field is available in these releases: AgilePoint NX OnDemand (public cloud) AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher

DocuSign eSign Request Configuration > Signature Details tab

Specifies the text to search and put the signature or other information in the document.

Fields

Field Name	Definition
Signature Anchor String	Description: Specifies the text string to find and then enter the signature in the document. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts Variables: No
Display document sent date for signature	Description: Shows the date when the specified document is sent along with the digital signature. Allowed Values: Selected - Shows both the document sent date and the digital signature. Deselected - Shows only the digital signature. Default Value: Selected
Type	Description: Specifies the tag type. Tags identify the places in a document where the recipient can put the signature, initials, or other information. Allowed Values: COMPANY - The recipient's company name shows in the tag. EMAIL - 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	Description: Specifies the name of the tag. The name is a unique identifier for the tag. Allowed 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 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?
Value	Description: Specifies the value of the Name field that shows in the document. Allowed Values: One line of text that can have spaces. A process data variable. Default Value: None 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?
Add	Function: Creates a row.
Delete	Function: Deletes the row.

DocuSign eSign Request Configuration > Initial Details tab

Specifies the text to search and then enter initials or other information in a document.

Fields

Field Name	Definition
Initial Anchor String	Description: Specifies the text string to find and then enter the initial in the document. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts Variables: No
Display document sent date for signature	Description: Shows the date when the specified document is sent along with the digital signature. Allowed Values: Selected - Shows both the document sent date and the digital signature. Deselected - Shows only the digital signature. Default Value: Selected
Type	Description: Specifies the tag type. Tags identify the places in a document where the recipient can put the signature, initials, or other information. Allowed Values: COMPANY - The recipient's company name shows in the tag. EMAIL - 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	Description: Specifies the name of the tag. The name is a unique identifier for the tag. Allowed 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 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?
Value	Description: Specifies the value of the Name field that shows in the document. Allowed Values: One line of text that can have spaces. A process data variable. Default Value: None 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?
Add	Function: Creates a row.
Delete	Function: Deletes the row.

DocuSign eSign Request Configuration > Response tab

Specifies the response by the signer for the digital signature request.

Fields

Field Name	Definition
Document ID	Description: Specifies a unique ID of the document. This ID comes from DocuSign. Allowed Values: A valid document ID. Default Value: None Accepts 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?
Signing URL	Description: 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. Allowed Values: A process data variable. You can use Process Data screen to specify a process data variable. Default Value: None Accepts Variables: Yes
Sign Status	Description: Specifies a process data variable to store the status of the digital signature request. Allowed Values: A process data variable. Default Value: None Accepts Variables: Yes
Email Sent On	Description: Specifies the date and time of the digital signature request e-mail. Allowed Values: A valid date and time. Default Value: None Accepts Variables: Yes