DocuSign: Add Document In Envelope

Description

DocuSign: Add Document In Envelope step adds a document in an Envelope 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
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.
Document To Upload	Specify the document you want to add to the envelope. The field data type is String. This field is mandatory. For more information about documents that you can upload, see Notes.
Browse	Click to select the file to upload.
Document Name After Upload	Specify the name of the document with extension.
OUTPUT tab:	Output field
Document ID	It is the ID of the added document will be given as output using this field. Default is DocumentID.