Create a Signature Request Using DocuSign

This bot create and send an envelope (template document) to DocuSign.

Information Technology

Create a Signature Request Using DocuSign

Create a Signature Request Using DocuSign

This bot create and send an envelope (template document) to DocuSign.

Create a Signature Request Using DocuSign

This Bot create and send an envelope (template document) to DocuSign.


Features

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.

Benefits

Quick and seamless Integration with Docusign. Easy to use and integrate in new or existing tasks without any technical supervision.


Inputs

Status, Documents, EmailSubject, Recipient, TemplateId, RoleName, ClientUserId

Output

Output contains response code . 201 : Successful ; 400 : Error encountered


More Details

The status property must be set to sent to activate the envelope, otherwise the envelope will be saved as a draft in your account.

Owner Contact Info

Vendor image

Pre-install Checks

AAE v11.x


Install Related

Installation

  • Download the bot from Bot Store.
  • Double click on the .msi file.
  • On Welcome to Installation wizard, click Next to continue.
  • Click I agree to the terms in the license agreement radio button to accept the agreement.
  • Get/Copy the License key from Bot Store Downloads into License Key, click Next to continue.
  • Click Install to begin the installation.
  • Click Finish to complete the installation.
  • To view the installation go to 'My Tasks' folder on AAE Client to see bot files.

Uninstall

  • Open Add/Remove Programs -> Select the Bot/Digital Worker to be installed 
  • Click uninstall 

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