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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
115
Vendor
Automation Type
Bot
Last Updated
January 29, 2021
First Published
July 13, 2018
Enterprise Version
11.x
Support

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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.