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.
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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.,

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

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