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Create Envelope From Template

UiPath.DocuSign.Activities.Envelope.CreateEnvelopeWithTemplate

The Create Envelope From Template activity uses the DocuSign eSignature API to create an envelope Envelope from a template.

This is desirable when you do not have all of the information in advance to create and send an envelope, however want to create the initial envelope and update it at a later time.

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 from Template 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 - The subject of the email used to send the envelope. This field supports only Strings or String variables.
  • Template Id - 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) - A DataTable of recipient data. Enter a DataTable or DataTable variable.
  • Recipients - A list of recipients and their roles. Enter a TemplateRole[] or TemplateRole[] variable.
  • Envelope Id - The ID of the Envelope. This field supports only String variables.
  • Envelope Summary - The Envelope Summary object that was created, including the ID. 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.

Output​

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