Create a Signature Request Using DocuSign

Use this bot to create and send envelopes (template document) to DocuSign.

Top Benefits

  • Quick and seamless integration with DocuSign
  • Easy to use and integrate in new or existing tasks without any technical supervision.
This bot makes an API call to DocuSign and exposes several API Functions:
  • Create and send an envelope with documents, recipients, and tabs.
  • Create and send an envelope from a template.
  • Create and send an envelope from a combination of documents and templates.
  • Create a draft envelope.
The status property must be set to sent to in order to activate the envelope, otherwise, the envelope will be saved as a draft in your account.

See the Bot in Action

Setup process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Inputs: Status, Documents, EmailSubject, Recipient, TemplateId, RoleName, ClientUserId

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