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 and tracking your 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 a filter criteria that is 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.

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Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
112
Vendor
Automation Type
Bot
Last Updated
July 24, 2020
First Published
July 13, 2018
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, OutputFileName Optional Input Fields : FromDate,ToDate. These provide the date range option for your filter criteria.