DocuSign: Add Field In Document

Description

This step adds a field (such as a signature, date, or text field) to a document inside an envelope in DocuSign. You specify the envelope ID, document ID, recipient ID, field type, page number, and the X/Y position on the page. Use this step in workflows that place signature fields, initials, or form fields on documents before sending envelopes for signing.

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
Envelope ID	Specify the ID of the envelope in which you want to add a document. The field data type is String. This field is mandatory.
Field Type	Specify the type of field you want to add using this step. The field data type is String. This field is mandatory.
Get	Click to populate the recipient types.
Recipient ID	Specify the ID of the recipient that is associated with the tab. The field data type is String. This field is mandatory.
Get	Click to populate the recipient IDs.
Document ID	Specify the document ID number that the Field is placed on. The field data type is String. This field is mandatory.
Get	Click to populate the document IDs.
Page Number	Specify the Page Number in a document in which sign field is to be added. The field data type is String. This field is mandatory.
X Position	Specify the position with respect to the x-axis (in pixel) where the field will be added. The field data type is String. This field is mandatory.
Y Position	Specify the position with respect to the y-axis (in pixel) where the field will be added. The field data type is String. This field is mandatory.