DocuSign eSign Document Download activity

An activity that lets you download a digitally signed document.



Configure the DocuSign eSign Document Download activity

To configure the DocuSign eSign Document Download activity, do the procedure in this topic.

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 tab.
      2. On the Digital Signature tab, drag the DocuSign eSign Document Download 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 .
  3. On the Target Repository screen, select the target location for your file.
  4. Click Signed Document Download
  5. Configure Download Signed Document screen.

    For more information, refer to Download a Digitally Signed Document with DocuSign.

  6. (Optional) Click Advanced > E-mail Notifications .

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the common information for a system activity.

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

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

Target Repository

Selects the target storage repository type for your files.

Screen



Fields

Field Name Definition

Amazon S3

Function:
Specifies that Amazon S3 is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Amazon S3) - DocuSign eSign Document Download.

Box

Function:
Specifies that Box is your document target location.

To configure the target location for your file, complete the fields in

Target Repository Configuration (Box) - DocuSign eSign Document Download.

Dropbox

Function:
Specifies that Dropbox is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Dropbox) - DocuSign eSign Document Download.

FTP

Function:
Specifies that FTP is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (FTP) - DocuSign eSign Document Download.

Google Drive

Function:
Specifies that Google Drive is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Google Drive) - DocuSign eSign Document Download.

NetSuite

Function:
Specifies that NetSuite is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (NetSuite) - DocuSign eSign Document Download.

OneDrive

Function:
Specifies that OneDrive is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (OneDrive) - DocuSign eSign Document Download.

OneDrive For Business

Function:
Specifies that OneDrive for Business is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (OneDrive For Business) - DocuSign eSign Document Download.

Salesforce

Function:
Specifies that Salesforce is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Salesforce) - DocuSign eSign Document Download.

SFTP

Function:
Specifies that SFTP is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (SFTP) - DocuSign eSign Document Download.

SharePoint

Function:
Specifies that SharePoint is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (SharePoint) - DocuSign eSign Document Download.

File System

Function:
Specifies that a folder on your local machine is the target location for your file.

To select your file in the source location, complete the fields on Target Repository Configuration (Local File System) - DocuSign eSign Document Download.

Download Signed Document

Specifies information to download your digitally signed document.

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:
New DocuSign Access Token
Function of this Screen:
Configures a new access token for 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 a unique ID of the eSigned document to download.

DocuSign gives a unique ID for each document.

Accepted Values:
A valid document ID.
Default Value:
None
Accepts Process Data Variables:
Yes

File Name

Function:
Specifies the name of the file for the downloaded eSigned document.
Accepted Values:
A valid eSigned document name.
Default Value:
None
Accepts Process Data Variables:
Yes

Store File Path

Function:
Specifies the location of the file system folder on the local computer where the activity does an action, such as uploading or downloading files.

This setting gives the source location for the files to be uploaded and the target location for the files to be downloaded.

Accepted Values:
A file path relative to the AgilePoint Server application's root directory.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
  • If AgilePoint Server is installed at:

    c:\Inetpub\wwwroot\AgilePointServer\

    And, the file once downloaded is to be located at:

    c:\Inetpub\wwwroot\AgilePointServer\files\MyFile.txt

    Then, the LocalPath property must be set to the following value:

    files

  • If AgilePoint Server is installed at:

    c:\Inetpub\wwwroot\AgilePointServer\

    And, the file once downloaded is to be located at:

    c:\Inetpub\wwwroot\AgilePointServer\files\temp\MyFile.txt

    Then, the LocalPath property must be set to the following value:

    files\temp