Activities
The following table lists the activities that are included in the DocuSign Activities Package.
| Activity | Description |
|---|---|
| DocuSign Scope | Establishes an authenticated connection between UiPath and your DocuSign application. |
| Invoke DocuSign Operation | Allows you to select and invoke any of the DocuSign eSignature API methods. After invoking the operation, the activity outputs the any properties that you have set as variables and the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities (e.g., conditional logic). |
| Create Envelope | Creates a basic envelope. The activity outputs the envelope in an EnvelopeSummary object that you can use in subsequent activities (e.g., conditional logic). The envelope id is also set as a String output for convenience, and this too can be used in subsequent activities such as Send Envelope. |
| Create Envelope And Send | Creates a basic envelope and sends it in a single operation. The activity outputs the envelope in an EnvelopeSummary object that you can use in subsequent activities (e.g., conditional logic). The envelope id is also set as a String output for convenience. |
| Create Envelope Recipients | Creates one or more recipients for an envelope. |
| Get Document | Gets a document from an envelope and downloads is to a folder that you specify. |
| Get Documents | Retrieves a list of documents from an envelope. |
| Get Envelope | Gets an envelope and it's information. The activity outputs the envelope in an Envelope object that you can use in subsequent activities (e.g., conditional logic). |
| Get Form Data | Gets the form data for an envelope. The activity outputs the envelope in an EnvelopeFormData object that you can use in subsequent activities (e.g., conditional logic). |
| Send Envelope | Sends an envelope you specify. The activity outputs the envelope in an EnvelopeUpdateSummary object that you can use in subsequent activities (e.g., conditional logic). |
| Update Envelope | Updates an envelope you specify. After invoking the operation, the activity outputs the any properties that you have set as variables and the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities (e.g., conditional logic). |
| List Attachments | Retrieves the list of attachments for an envelope. The activity outputs the envelope in an EnvelopeAttachmentsResult object that you can use in subsequent activities (e.g., conditional logic). |
| List Custom Fields | Retrieves the list of custom fields for an envelope. The activity outputs the envelope in a CustomFieldsEnvelope object that you can use in subsequent activities (e.g., conditional logic). |
| List Documents | Retrieves the list of documents for an envelope. The activity outputs the envelope in an EnvelopeDocumentsResult object that you can use in subsequent activities (e.g., conditional logic). |
| List Envelope Status Changes | Retrieves the list of status changes for an envelope. The activity outputs the envelope in an EnvelopesInformation object that you can use in subsequent activities (e.g., conditional logic). |
| List Recipients | Retrieves the list of recipients for an envelope. The activity outputs the envelope in an EnvelopeRecipients object that you can use in subsequent activities (e.g., conditional logic). |
| Create Bulk Send List | Creates a bulk send list that you can use to send an envelope to up to 1,000 recipients at once. |
| Create Bulk Send Request | Initiates the bulk send process. It generates a bulk send request based on an existing bulk send list and an envelope or template. |
| Get Bulk Send List | Gets a specific Bulk Send List. The activity outputs the bulk send list in a BulkSendingList object that you can use in subsequent activities (e.g., conditional logic). |
| Get Bulk Send Lists | Gets a list of Bulk Send Lists. The activity outputs the list in a BulkSendingListSummaries object that you can use in subsequent activities (e.g., conditional logic). |
| Create Template Recipients | Adds one or more recipients to an template. This can be done via an Envelope Recipients object or a DataTable. |
| Get Template | Gets a specific DocuSign template. The activity outputs the template in an Template object that you can use in subsequent activities (e.g., conditional logic). |
| List Templates | Gets a list of DocuSign templates in an EnvelopeTemplates object that you can use in subsequent activities (e.g., conditional logic). |