DocuSign: Create Draft Envelope
Description
This step creates a new empty draft envelope in DocuSign. The step returns the envelope ID, which you can use in subsequent steps to add documents, recipients, and signature fields before sending. Use this step in workflows that build envelopes step by step, adding content and signers dynamically based on workflow data.
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 | 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. | |
| OUTPUT tab: | Output field |
| Envelope ID | Specify the generated ID of created envelope that is given as output through this field. The field data type is String. This field is mandatory. |