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.,
Free
- Applications
-
- Business Process
- Operations
- Category
- Banking and Financial ServicesProductivity
- Downloads
- 192
- Vendor
- Automation Type
- Package
- Last Updated
- October 29, 2021
- First Published
- October 29, 2021
- Platform
- Automation 360
- ReadMe
- ReadMe
- Support
-
- Community Support Only
- Pathfinder Community Developer Forum
- Bot Store FAQs
- Bot Security Program
-
Level 1
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
