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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
239
Vendor
Automation Type
Bot
Last Updated
January 27, 2021
First Published
May 25, 2018
Platform
11.x
Support

See the Bot in Action

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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