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Create a Signature Request Using DocuSign

This bot create and send an envelope (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 several 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 activate the envelope, otherwise the envelope will be saved as a draft in your account.

Get Bot

Free

Applications
Business Process
Category
Security
Passed third-party anti-virus scan conducted by Automation Anywhere.
Downloads
179
Vendor
Automation Type
Bot
Last Updated
July 18, 2019
First Published
May 25, 2018
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

  • AAE v11.x
    Inputs: Status, Documents, EmailSubject, Recipient, TemplateId, RoleName, ClientUserId