- Overview
- UiPath GenAI Activities
- Act! 365
- ActiveCampaign
- Adobe Acrobat Sign
- Adobe PDF Services
- Amazon Bedrock
- Amazon Connect
- Amazon Polly
- Amazon SES
- Amazon Transcribe
- Anthropic Claude
- Asana
- AWeber
- Azure AI Document Intelligence
- Azure Maps
- BambooHR
- Box
- Release notes
- About the Box activity package
- Project compatibility
- Add Shared Link to File
- Add Shared Link to Folder
- Search for Content
- Cancel Sign Request
- List Sign Requests
- Create Sign Request
- Resend Sign Request
- Upload File Version
- Copy File
- Delete File
- Download File
- Get File Info
- Get Folder Items
- Upload File
- Copy Folder
- Create Folder
- Delete Folder
- Delete Record
- Get Record
- Insert Record
- Replace Record
- List All Records
- Brevo
- Calendly
- Campaign Monitor
- Cisco Webex Teams
- Citrix ShareFile
- Clearbit
- Confluence Cloud
- Constant Contact
- Coupa
- Customer.io
- Datadog
- Deputy
- Discord - Preview
- DocuSign
- Drip
- Dropbox
- Dropbox Business
- Egnyte
- Eventbrite
- Exchangerates
- Expensify
- Facebook
- Freshbooks
- Freshdesk
- Freshsales - Preview
- Freshservice
- GetResponse
- GitHub
- Google Maps
- Google Speech-to-Text
- Google Text-to-Speech
- Google Vertex
- Google Vision - Preview
- GoToWebinar
- Release Notes
- About the GoToWebinar activity package
- Project Compatibility
- Delete Webinar
- Get Webinar
- Get Webinar Meeting Times
- Get Webinar Registrant
- Get Webinar Start URL
- List Account Webinars
- List All In Session Webinars
- List All Webinar Attendees
- List All Webinar Registrants
- List All Webinars
- Quick Create Webinar
- Quick Update Webinar
- Search Recording Assets
- Delete Record
- Get Record
- Insert Record
- List All Records
- List Records
- API References
- Greenhouse
- Hootsuite
- HTTP Webhook
- Hubspot CRM
- HubSpot Marketing
- iContact
- Insightly CRM
- Intercom
- Jira
- Release notes
- About the Jira activity package
- Project compatibility
- Create Issue
- Add Issue Attachment
- Download Issue Attachment
- Get Instance Details
- Add Comment
- Get Comments
- Get Issue
- Search Issues by JQL
- Update Issue
- Update Issue Assignee
- Find User by Email Address or Display Name
- Update Issue Status
- Delete Record
- Get Record
- Insert Record
- List All Records
- Replace Record
- Upsert Record
- Invoke Operation
- Delete Issue
- Event Trigger
- Keap
- Klaviyo
- LinkedIn
- Mailchimp
- Mailjet
- MailerLite
- Mailgun
- Marketo
- Microsoft Azure OpenAI
- Microsoft Dynamics CRM
- Microsoft Sentiment
- Microsoft Teams
- Release Notes
- About the Microsoft Teams activity package
- Project compatibility
- Create Channel
- Invite Member to Channel
- List All Channels
- Send Individual Chat Message
- Reply to Channel Message
- Create Online Teams Meeting
- Send Channel Message
- Send Group Chat Message
- Get Channel by Name
- Get Individual Chat
- Get Team by Name
- Invite User to Team
- List All Channel Messages
- List All Chat Messages
- List All Team Members
- Get Online Teams Meeting
- List All Recordings
- List All Transcripts
- Download Meeting Transcript/Recording
- List All Records
- Insert Record
- Update Record
- Get Record
- Delete Record
- Technical references
- Microsoft Translator
- Microsoft Vision
- Miro
- Okta
- OpenAI
- Oracle Eloqua
- Oracle NetSuite
- Release Notes
- About the Oracle NetSuite activity package
- Project Compatibility
- Delete Record
- Get Record
- Insert Record
- List All Records
- Update Record
- Create Basic Company Customer
- Create Basic Company Vendor
- Create Basic Contact
- Create Basic Individual Customer
- Create Basic Individual Vendor
- Create Basic Support Case
- Update Basic Company Customer
- Update Basic Company Vendor
- Update Basic Contact
- Update Basic Individual Customer
- Update Basic Individual Vendor
- Update Basic Support Case
- Customer Created
- Customer Updated
- Record Created
- Record Updated
- Support Case Raised
- Support Case Updated
- Vendor Created
- Vendor Updated
- PagerDuty
- Paypal
- PDFMonkey
- Pinecone
- Pipedrive
- QuickBooks Online
- Quip
- Salesforce
- Release Notes
- About the Salesforce activity package
- Project Compatibility
- Create Account
- Update Account
- Create Contact
- Update Contact
- Create Lead
- Update Lead
- Create Opportunity
- Upload File
- Download File
- Search Records
- Get Opportunity
- Get Lead
- Get Contact
- Get Account
- Add File to Record
- Create Bulk Upload Job
- Get Bulk Job Info
- Starts or Aborts Bulk Job
- Download SOQL Bulk Job Results
- Download Unprocessed Records of Bulk Upload
- Create Bulk Download Job Using SOQL
- Search Using String
- Get Object Fields
- Insert Record
- Get Record
- Delete Record
- Update Record
- List All Records
- Salesforce Marketing Cloud
- SAP BAPI - Preview
- SAP Cloud for Customer
- SAP Concur
- SendGrid
- ServiceNow
- Release Notes
- About the ServiceNow activity package
- Project Compatibility
- Troubleshooting
- Create New Incident
- Create Incident Task
- List All Incidents
- Update Incident
- Add Attachment
- Download Attachment
- Get Incident Task
- Get Attachment
- List All Attachments
- List All Incident Tasks
- Update Incident Task
- When an Event Happens
- Delete Attachment
- Delete Record
- Get Record
- Insert Record
- List All Records
- Update Record
- Incident Created
- Incident Updated
- Incident Task Created
- Incident Task Updated
- Record Created
- Record Updated
- Shopify
- Slack
- Release Notes
- About the Slack activity package
- Project compatibility
- Create Channel
- Invite Users to Channel
- Remove User from Channel
- Send File to Channel
- Send Message to Channel
- Send Message to User
- Send Reply
- Send Button Response
- Create User Group
- Get User
- List All User Groups
- List All Users
- Set Channel Topic
- Join Channel
- Archive Channel
- Create Group Direct Message
- Get Channel Info
- Button Clicked
- Troubleshooting
- SmartRecruiters
- Smartsheet
- Release notes
- About the Smartsheet activity package
- Project compatibility
- Attach URL to Sheet
- Add Column
- Update Column
- Add Row
- Update Row
- Get Sheet
- List All Sheets
- Attach File to Comment
- Search Everything
- Update Sheet
- Create Sheet from Template
- Send Sheet Via Email
- List All Folders
- Download Attachment
- Attach File to Row
- Attach URL to Row
- Attach File to Sheet
- List All Workspaces
- List All Attachments
- Delete Row
- Download Sheet
- Search Sheets
- Insert Record
- Get Record
- List All Records
- Delete Record
- Snowflake
- Stripe
- Sugar Enterprise
- Sugar Professional
- Sugar Sell
- Sugar Serve
- TangoCard
- Todoist
- Trello
- Twilio
- IBM WatsonX
- WhatsApp Business
- WooCommerce
- Workable
- Workday
- Workday REST - Preview
- X (formerly Twitter)
- Xero
- Release notes
- About the Xero activity package
- Project compatibility
- Create Contact
- List All Contacts
- Add Attachment to Contact
- Get Balance Sheet Report
- Get BAS Report
- Get GST Report
- Get Bank Summary Report
- Get Aged Receivables by Contact Report
- Get Attachments of a Contact
- Get Budget Summary Report
- Get Profit and Loss Report
- Get Trial Balance Report
- Get Executive Summary Report
- Get Aged Payables by Contact Report
- List Reports
- Delete Record
- List All Records
- Get Record
- Insert Record
- Replace Record
- Youtube
- Zendesk
- Zoho Campaigns
- Zoho Desk
- Zoho Mail
- Zoom
- ZoomInfo
Create Envelope Using Template
UiPath.DocuSign.Activities.Envelope.CreateEnvelopeWithTemplate
Creates an envelope using a template and saves it as a draft or sends it to the recipient.
This activity can be used when you do not have all of the information in advance to create and send an envelope, but you want to create the envelope and update it at a later time.
- ConnectionId - The connection established in Integration Service. Access the drop-down to choose, add or manage connections. This field supports String type input.
- Template ID - Type the name or ID of the template. If the template is not found in the drop-down, you can first scroll the drop-down till the bottom to get all the available templates and then type the template or retrieve the template ID from List All Records->Templates.
- Status - A dropdown that indicates the envelope status. The available options are created, for creating a draft envelope, or sent, for creating and sending the envelope to recipients.
- Email subject - The subject line of the email message that is sent to all recipients. Required when
sent
is selected as status while creating the envelope. - Recipient name - The legal name of the recipient.
- Recipient email - The email address of the recipient. The system sends notifications about the documents to sign to this address. Required
when
sent
is selected as status while creating the envelope… - Recipient role - The user defined role for the recipient. For example,
Applicant 1
,Applicant 2
,Signer
,Agent
,Editor
, etc. . Defaults toSigner
.
- Email body - The body of the email message that is sent to all envelope recipients.
- Allow Reassign - When true, the recipient can redirect an envelope to a more appropriate recipient.
- Envelope - The Envelope you have created.
- Envelope ID - The ID of the Envelope. This field supports only
String
variables.
If the template that is being used to create envelope has Webhooks enabled for listening events, the error below happens:
errorCode - HTTPS_REQUIRED_FOR_CONNECT_LISTENER
message - HTTPS required for Connect listener communication
errorCode - HTTPS_REQUIRED_FOR_CONNECT_LISTENER
message - HTTPS required for Connect listener communication
The support for Webhooks (i.e. DocuSign Connect) is not yet released for DocuSign connector. Thus, only templates (without webhooks) can be used to create envelopes.
The following error can be encountered:
errorCode - NO_AUTHENTICATION_METHOD_FOR_RECIPIENT,
message - This account requires an authentication method for each recipient. Envelope definition is missing an auth method for recipient: test3@gmail.com
errorCode - NO_AUTHENTICATION_METHOD_FOR_RECIPIENT,
message - This account requires an authentication method for each recipient. Envelope definition is missing an auth method for recipient: test3@gmail.com
To fix this, ensure your DocuSign security settings have the recipient authentication disabled or optional. To set this:
- Login to your DocuSign account.
- Click on the Settings tab on the top of the screen.
- On the left panel, under Account, click on Security Settings.
-
Ensure the recipient authentication is disabled or optional, as shown below: