DocuSign: Get Documents From Envelope
Description
This step retrieves the details and metadata of all documents in an envelope from DocuSign. You provide the envelope ID, and the step returns the document information as JSON output. Use this step in workflows that need to check which documents are in an envelope, verify document status, or collect document IDs for further processing.
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 field |
| Envelope ID | Select the ID of the envelope from which you want to get documents. The field data type is String. This field is mandatory. |
| OUTPUT tab: | Output field |
| JSON Output | The result of the step will be given as output in form of JSON using this field. JSONOutput is the default value for this field. |