DocuSign: Delete Recipient From Envelope
Description
DocuSign: Delete Recipient From Envelope step will delete a recipient from a draft or sent envelope in DocuSign. If the envelope is "In Process" (has been sent and is not completed or voided), recipients that have completed their actions cannot be deleted.
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 | Select the ID of the envelope from which you want to get recipients. The field data type is String. This field is mandatory. |
| Recipient ID(s) | Specify the unique ID of recipient. The field data type is String. This field is mandatory. |
| Button: Get | Click to get the document ID. |