Get Document Status using Docusign
This bot creates a CSV file containing the details of the envelopes that match the filter criteria specified in the status field
Top Benefits
- It provides an accumulated information in a CSV file so tracking envelopes becomes easy
This bot creates a CSV file that contains information about the envelopes. The data in the CSV file is populated based on the filter criteria that are provided in the status field. There are four valid statuses: 1) sent 2) completed 3) action required 4) drafts
All additional details can be found in the readme file in the extracted zip folder.
Free
- Bot Security Program
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Level 1
- Applications
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- Business Process
- Information Technology
- Category
- Collaboration
- Downloads
- 129
- Vendor
- Automation Type
- Bot
- Last Updated
- January 29, 2021
- First Published
- July 13, 2018
- Platform
- 11.x
- Support
-
- Community Support Only
- Pathfinder Community Developer Forum
- Bot Store FAQs
See the Bot in Action
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: Mandatory input fields : APIurl, PrivateKeyFileName, IntegratorKey, UserID, Status, OutputFileNameOptional Input Fields : FromDate,ToDate. These provide the date range option for your filter criteria.