DocuSign: Create Template
Description
DocuSign: Create Template step creates an empty template in DocuSign.
Configurations
| Field name | Description |
|---|---|
| Step Name | Specify a unique step name. |
| CONNECTION | |
| Accept value as variable/static | Leave checkbox unchecked to accept secret key value from a field in the previous steps of the stream using a drop down list. Else enable checkbox for Secret Key field to appear as Text box. |
| Secret Key | Select or specify a valid secret key. A secret key is a value that is stored securely in your web server and only shared with your web server and the DocuSign platform. The field data type is String. This field is mandatory. |
| Accept value as variable/static | Leave checkbox unchecked to accept refresh token value from a field in the previous steps of the stream using a drop down list. Else enable checkbox for Refresh Token field to appear as text box. |
| Refresh Token | Select or specify a valid refresh token. The field data type is String. This field is mandatory. |
| Test Connection | Verifies whether the connection is established or not. Note: For the purpose of verification, fields coming from previous steps are not allowed since field values can only be |
| accessed when workflow is in running state. The Test Connection button will only work with static (hardcoded) values and environment variables. | |
| INPUT tab: | Input fields |
| Template Name | Specify the name of the Template. The length of the name should be less than 100 characters. The field data type is String. This field is mandatory. |
| Template Description | Specify the description of the template. The length of the character should be less than 500 characters. |
| OUTPUT tab: | Output field |
| Template ID | Specify the generated ID of created Template is given as output through this field. The default value is TemplateID. |