DocuSign eSign Document Download 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 target location.

To configure the target location for your file, complete the fields in Save To Repository Configuration (One Drive).

Box

Function:

Specifies that Box is your document target location.

To configure the target location for your file, complete the fields in Save To Repository Configuration (Box).

SharePoint

Function:

Specifies that SharePoint is your document target location.

To configure the target location for your file, complete the fields in Save To Repository Configuration (SharePoint).

Dropbox

Function:

Specifies that Dropbox is your document target location.

To configure the target location for your file, complete the fields in Save To Repository Configuration (Dropbox).

Google Drive

Function:

Specifies that Google Drive is your document target location.

To configure the target location for your file, complete the fields in Save To Repository Configuration (Google Drive).

Salesforce

Function:

Specifies that Salesforce is your document target location.

To configure the target location for your file, complete the fields in Save To Repository Configuration (Salesforce).

Local File System

Function:

Specifies that a folder on your local machine is the target location for your file.

To select your file in the source location, complete the fields on Save To 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 ID

Function:

Specifies a unique ID of the eSigned document to download.

DocuSign gives a unique ID for each document.

Accepted Values:

A valid document ID.

Default Value:

None

Accepts Process Data Variables:

Yes

File Name

Function:

Specifies the name of the file for the downloaded eSigned document.

Accepted Values:

A valid eSigned document name.

Default Value:

None

Accepts Process Data Variables:

Yes

Store File Path

Function:

Specifies the location of the file system folder on the local computer where the activity does an action, such as uploading or downloading files.

This setting gives the source location for the files to be uploaded and the target location for the files to be downloaded.

Accepted Values:

A file path relative to the AgilePoint Server application's root directory.

Default Value:

None

Accepts Process Data Variables:

Yes

Example:

• If AgilePoint Server is installed at:

  c:\Inetpub\wwwroot\AgilePointServer\

  And, the file once downloaded is to be located at:

  c:\Inetpub\wwwroot\AgilePointServer\files\MyFile.txt

  Then, the LocalPath property must be set to the following value:

  files

• If AgilePoint Server is installed at:

  c:\Inetpub\wwwroot\AgilePointServer\

  And, the file once downloaded is to be located at:

  c:\Inetpub\wwwroot\AgilePointServer\files\temp\MyFile.txt

  Then, the LocalPath property must be set to the following value:

  files\temp