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.
Free
- Bot Security Program
-
Level 1
- Applications
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- Business Process
- Human ResourcesInformation TechnologyLegal
- Category
- Collaboration
- Downloads
- 245
- Vendor
- Automation Type
- Bot
- Last Updated
- January 27, 2021
- First Published
- May 25, 2018
- Platform
- 11.x
- Support
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- Community Support Only
- Pathfinder Community Developer Forum
- Bot Store FAQs
See the Bot in Action
Setup Process
Install
Download the Bot and follow the instructions to install it in your AAE Control Room.
Configure
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or 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