DocuSign Package

Use this package to create and send envelopes (template documents) to DocuSign and download them once they are signed

Top Benefits

  • Quick and seamless integration with DocuSign
  • Can be extended to use with your existing bots
  • Reduces manual effort in coordinating with recipients to get the documents signed.

Actions

  • Send a document to recipient
  • Check the status to check if the documents are signed
  • Download signed documents

Inputs:
- DocuSign Developer Account
- Registered App with its private key and integration key (Client ID).
- Your API Account ID and API Username

Output: Signed document

Use Cases: Getting documents signed to apply for a credit card, loan, bank account, etc.,

Get Package

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
21
Vendor
Automation Type
Package
Last Updated
October 29, 2021
First Published
October 29, 2021
Platform
Automation 360
ReadMe
ReadMe
Support

See the Package in Action

Document mailed to the recipient from the bot
Document with DocuSign signature placeholder
Successful completion message
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Document mailed to the recipient from the bot
Document with DocuSign signature placeholder
Successful completion message

Setup Process

Install

Download the Package and follow the instructions to install it in your AAE Control Room.

Configure

Use the Package in a bot, configure keys and other credentials the package will need (see the ReadMe for details.)

Run

That's it - now the Package is ready to get going!

Requirements and Inputs

  • Document Template to be signed
  • Active Docusign account