DocuSign: Create Draft Envelope Using Template
Description
DocuSign: Create Draft Envelope Using Template step creates a draft envelope using the template ID 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 | Specify or select 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 | Specify or select 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 |
| Template ID | Specify the ID of the template from which you want to create an envelope. The field data type is String. This field is mandatory. |
| OUTPUT tab: | Output field |
| Envelope ID | Specify the generated ID of created envelope that is given as output through this field. The default value is EnvelopeID. |