Send to DocuSign

The DocuSignSend to DocuSign flow block sends a document DocuSign, allowing Designers and users to output a signed document. This signed document can then be linked into subsequent steps.

Flows with both a Retrieve Data flow block, and a Send to DocuSign flow block, automatically select the DocuSign data set for the Send to DocuSign flow block.

Flow Block Parameters

The dropdown menus below provide all of the Send to DocuSign flow block configuration options with detailed information and recommendations to help you configure your flow block.

Flow output

The Flow Output section serves as a comprehensive summary of the results and outcomes of a particular flow, providing valuable information to the user. Each setting that composes this output information is described in detail below:

DocuSign Flow Output

Flow output functions

Index No.	Field name	Description
1	Envelope ID	When checked, theEnvelope ID DocuSign assigns a unique Envelope ID for each envelope created. value displays for the user during the flow block output step.
2	Envelope status	When checked, the status of the document displays for the user during the flow block output step. For more information, refer to DocuSign statuses.
3	Latest status change	When checked, the date and time of the latest status change displays for the user during the flow output step.
4	Embed URLs	When checked, the system creates the links to the document for embedded signing and displays them during the waiting stage of the flow execution. Embed URLs and Retrieve URLs that can be used for embedding must be checked in order for link creation feature to work.
5 Delayed field	Void reason	When checked, displays the reason why the envelope is voided.
6 Delayed field	Decline reason	When checked, displays the reason why the signer has declined the envelope.
7 Delayed field	Decliner name	When checked, displays the name of the signer who declined the envelope.
8 Delayed field	Decliner e-mail	When checked, displays the e-mail address of the signer who declined the envelope.
9 Delayed field	Timestamp completed	When checked, the system displays the timestamp indicating when the DocuSign envelope completed.
10 Delayed field	Signed document	When checked, the document will be shown to the end user in the flow output
11 Delayed field	Document name	When checked, the system displays the name of the document during the flow output.

Basic settings

Basic settings functions

Index No.	Field name	Description
1	Document	Defines the document to send to DocuSign. The template of the document you are sending must contain E-signatures configured using Template Builder.
2	Connector	Defines the connector the system should use. If you only have one, the system uses that connector by default.
3	Document Name	The name of the document.

E-mail settings

E-mail settings functions

Index No.	Field name	Description
1	Subject	The Subject field allows users to replace the default DocuSign email subject.
2	Blurb	Fills in the body of the email.

DocuSign settings & Notification settings

DocuSign settings & Notification settings functions

Index No.	Field name	Description
1	Brand ID	Defines the DocuSign Brand ID to use for the envelope.
2	Envelope status	Defines the envelope status with the following options: Sent Sent or Draft . Sent is the default and we always recommend using the Sent option for the Envelope status.
3	Retrieve URLs that can be used for embedding	When checked, the system creates the embeddable links to the document during the flow output step. Embed URLs and Retrieve URLs that can be used for embedding must be checked in order for link creation feature to work.
4	Consider all signers to get the URL to embed for. If false only consider the in person signers	When checked, all signers for the envelope will be marked as "in person" signers. This means a URL can be retrieved for each signer to sign the document. Depending on the specified routing order, only a subset of the sign URLs will be shown in the flow output.
5	If the envelope is voided or deleted, resume the flow with the unsigned document	When checked, the envelope is voided or deleted, the flow will resume anyway. The status of the agreement can then be used to handle this. If kept unchecked, the flow execution will stop and change to the error state.
6	Redirect URL	Defines the URL to redirect signers to after they have completed the signing process.
7	Use account default	When checked, the system uses the default notification settings from your DocuSign account. When unchecked, the system displays additional settings for your to configure notifications.
8	Enable reminder settings	Enables reminder settings. If unchecked, the Reminder settings do not display.
9	Enable expiration settings	Enables the signature expiration settings. If unchecked, the Expiration settings do not display.
10	Delay (in days)	Sets delay in days before the first reminder is sent to the signers. For example if set to 3, the system will send the first reminder in 3 days.
11	Frequency (in days)	Sets how often the system sends reminders after the initial delay. For example, if sent to 2 days the system sends a reminder every 2 days.
12	Expire after (in days)	Sets the date the signing ceremony should expire. For example if set to 3, the signing ceremony expires in 3 days.
13	Warn before expiration (in days)	Sets the number of days before the signing ceremony expires to send a warning of the expiration. For example if you set the Expire after (in days) setting to 10 days, and set Warn before expiration (in days) to 3, the system sends the warning on day 7. Formula: Expire after (in days) value - Warn before expiration (in days) value = day of warning of expiration is sent.