DocuSign: Create Draft Envelope
Description
DocuSign: Create Draft Envelope step creates an empty envelope in a draft 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 | 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. |