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.
- Bot Security Program
- Business Process
- Human ResourcesInformation TechnologyLegal
- Automation Type
- Last Updated
- January 27, 2021
- First Published
- May 25, 2018
- Enterprise Version
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Inputs: Status, Documents, EmailSubject, Recipient, TemplateId, RoleName, ClientUserId