DocuSign: Add Field In Document
Description
DocuSign: Add Field In Document step adds a Field in the document present in the 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. |
| 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. |