DocuSign eSign Request activity

Display Name

Function:

Specifies the activity name that shows in your process.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

No

Description

Function:

Specifies an optional description for your activity.

Accepted Values:

More than one line of text.

Default Value:

None

Accepts Process Data Variables:

No

One Drive

Function:

Specifies that OneDrive is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (One Drive).

Box

Function:

Specifies that Box is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Box).

SharePoint

Function:

Specifies that SharePoint is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (SharePoint).

Dropbox

Function:

Specifies that Dropbox is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Dropbox).

Google Drive

Function:

Specifies that Google Drive is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Google Drive).

Salesforce

Function:

Specifies that Salesforce is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Salesforce).

Local File System

Function:

Specifies that a folder on your local machine is the source location of your file.

To select your file in the source location, complete the fields on Source Repository Configuration (Local File System).

Digital Signature

Function:

Specifies the access token that connects to your DocuSign application.

Accepted Values:

A list of access tokens configured for your environment.

Default Value:

None

Accepts Process Data Variables:

No

Add Token

Opens this Screen:

New DocuSign Access Token

Function of this Screen:

Configures a new access token for DocuSign.

Authentication URL

Function:

Shows the URL to connect to the DocuSign site for authentication.

Accepted Values:

Read only.

When you select the access token from Digital Signature field, this field completes.

Default Value:

None

Document Name

Function:

Specifies the name of the document to be signed.

Accepted Values:

A valid document name.

Default Value:

None

Accepts Process Data Variables:

Yes

Name

Function:

Specifies the name of the sender.

Accepted Values:

A valid user name.

Default Value:

None

Accepts Process Data Variables:

Yes

E-mail Address

Function:

Specifies the e-mail address of the sender.

Accepted Values:

A valid e-mail address.

Default Value:

None

Accepts Process Data Variables:

Yes

Subject

Function:

Specifies the subject line for your e-mail.

Accepted Values:

One line of text that can contain spaces.

Default Value:

None

Accepts Process Data Variables:

Yes

Example:

${ActivityName} in ${ProcessName} is complete

Message Body

Function:

Specifies the content of your e-mail.

Accepted Values:

More than one line of text.

Default Value:

None

Accepts Process Data Variables:

Yes

Signer E-mail Address

Function:

Specifies the e-mail addresses of the signer.

Accepted Values:

A list of valid e-mail addresses, separated by commas (,).

If you use process data variables, domain\username is changed automatically to a valid e-mail format.

Default Value:

None

Accepts Process Data Variables:

Yes

Example:

me@mydomain.com, ${ProcessInitiator}, ${ProcessParticipantUserNames}

CC

Function:

Specifies the recipients in the CC field for your e-mail.

Accepted Values:

A list of valid e-mail addresses, separated by commas (,).

If you use process data variables, domain\username is changed automatically to a valid e-mail format.

Default Value:

None

Accepts Process Data Variables:

Yes

Example:

me@mydomain.com, ${ProcessInitiator}, ${ProcessParticipantUserNames}

Anchor Text Signing

Function:

Specifies text that shows where the recipient can put signatures, initials and other information in the document.

Accepted Values:

• Include Signature - The sender puts text to search and put the signature and other information in the document.
• Include Initials - The sender puts text to search and put the initials and other information in the document.

Default Value:

Selected.

When you select this field, the Signature Details tab and Initial Details tab becomes available.

Accepts Process Data Variables:

No

Free-Form Signing

Function:

Sends the documents to the recipients without adding tags.

When recipients open documents sent for free-form signing, the recipient sees the Click & Drag box in the document. The recipients can click and apply or drag their signature, initials, and other information on the document to complete the sign.

Accepted Values:

• Selected - The documents are sent to recipients without adding tags.
• Deselected - Anchor Text Signing option is selected.

Default Value:

Deselected

Accepts Process Data Variables:

No

Signature Anchor String

Function:

Specifies the text string to find and then enter the signature in the document.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

No

Type

Function:

Specifies the tag type.

Tags identify the places in a document where the recipient can put the signature, initials, or other information.

Accepted Values:

• COMPANY - The recipient's company name shows in the tag.
• E-MAIL - The recipient's e-mail address shows in the tag.
• TEXT - The recipient enters text in the tag.
• TITLE - The recipient's title shows in the tag.

Default Value:

TEXT

Name

Function:

Specifies the name of the tag. The name is a unique identifier for the tag.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Value

Function:

Specifies the value of the Name field that shows in the document.

Accepted Values:

• One line of text that can have spaces.
• A process data variable.

Default Value:

None

Add

Function:

Creates a row.

Remove

Function:

Deletes the row.

Initial Anchor String

Function:

Specifies the text string to find and then enter the initial in the document.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

No

Type

Function:

Specifies the tag type.

Tags identify the places in a document where the recipient can put the signature, initials, or other information.

Accepted Values:

• COMPANY - The recipient's company name shows in the tag.
• E-MAIL - The recipient's e-mail address shows in the tag.
• TEXT - The recipient enters text in the tag.
• TITLE - The recipient's title shows in the tag.

Default Value:

TEXT

Name

Function:

Specifies the name of the tag. The name is a unique identifier for the tag.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Value

Function:

Specifies the value of the Name field that shows in the document.

Accepted Values:

• One line of text that can have spaces.
• A process data variable.

Default Value:

None

Add

Function:

Creates a row.

Remove

Function:

Deletes the row.

Document ID

Function:

Specifies a unique ID of the document. This ID comes from DocuSign.

Accepted Values:

A valid document ID.

Default Value:

None

Accepts Process Data Variables:

Yes

Signing URL

Function:

Specifies the process data variable that stores the reference URL for signing the documents.

The reference URL comes in the response from the DocuSign API.

Accepted Values:

A process data variable.

You can use Process Data screen to specify a process data variable.

Default Value:

None

Accepts Process Data Variables:

Yes

Sign Status

Function:

Specifies a process data variable to store the status of the digital signature request.

Accepted Values:

A process data variable.

Default Value:

None

Accepts Process Data Variables:

Yes

E-mail Sent On

Function:

Specifies the date and time of the digital signature request e-mail.

Accepted Values:

A valid date and time.

Default Value:

None

Accepts Process Data Variables:

Yes