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Create Envelope And Send

UiPath.DocuSign.Activities.Envelope.CreateEnvelopeAndSend

The Create Envelope And Send activity uses the DocuSign eSignature API to create a basic envelope and sent it, meaning that you can create a basic envelope with documents and recipients in one operation.

This is desirable when you have all of the information in advance and want to use a single activity to create an envelope.

How it works​

The following steps are an example of how the activity works from design time (i.e., the activity dependencies and input/output properties) to run time.

  1. Complete the Setup steps.
  2. Add the DocuSign Scope activity to your project.
  3. Add the Create Envelope and Send activity inside the DocuSign Scope activity.
  4. Enter values for the properties located inside the body of the activity.
  5. Create and enter a ResponseStatus variable for the Output property.

In the Body of the Activity​

  • Account Id - The account id to create an envelope in. This field supports only Strings or String variables. This is either an account number (int) or account ID (GUID).
  • Email Subject - This field supports only Strings or String variables.
  • Email (Single Recipient) - This field supports only Strings or String variables.
  • Name (Single Recipient) - This field supports only Strings or String variables.
  • Recipient Data (Multiple recipients) - The recipients to be send the envelope to. Enter a Recipients[] or Recipients[] variable.
  • Envelope recipients - The envelope recipients. Enter a EnvelopeRecipients or EnvelopeRecipients variable.
  • Documents - The documents to be signed. Enter a String[] or String[] variable.
  • Envelope Id - The ID of the Envelope created. This field supports only String variables.
  • Envelope Summary - This object describes an envelope. Enter an EnvelopeSummary variable.

Properties​

Common​

  • DisplayName - The display name of the activity. This field supports only Strings or String variables.

Misc​

  • Private - If selected, the values of variables and arguments are no longer logged at Verbose level.
  • Recipient Type (Single Recipient) - The type of recipient you want to create. Choose one of the following options: Signer, Agent, CarbonCopies, Editor, Witness. This property will be in the property panel in activity pack versions 1.1.0 and earlier

Output​

  • ResponseStatus - The status of the request (success/failure information). This field supports only ResponseStatus variables.