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Create Envelope From Template
Classic Integrations Activities
Last updated Nov 8, 2024
Create Envelope From Template
UiPath.DocuSign.Activities.Envelope.CreateEnvelopeWithTemplate
The Create Envelope From Template activity uses the DocuSign eSignature API to create an envelope
Envelope
from a template.
This is desirable when you do not have all of the information in advance to create and send an envelope, however want to create the initial envelope and update it at a later time.
The following steps are an example of how the activity works from design time (i.e., the activity dependencies and input/output properties) to run time.
- Complete the Setup steps.
- Add the DocuSign Scope activity to your project.
- Add the Create Envelope from Template activity inside the DocuSign Scope activity.
- Enter values for the properties located inside the body of the activity.
- Create and enter a
ResponseStatus
variable for the Output property.
- Account Id - The account id to create an envelope in. This field supports only
Strings
orString
variables. This is either an account number (int) or account ID (GUID). - Email Subject - The subject of the email used to send the envelope. This field supports only
Strings
orString
variables. - Template Id - This field supports only
Strings
orString
variables. - Email (Single Recipient) - This field supports only
Strings
orString
variables. - Name (Single Recipient) - This field supports only
Strings
orString
variables. - Recipient Data (Multiple recipients) - A DataTable of recipient data. Enter a
DataTable
orDataTable
variable. - Recipients - A list of recipients and their roles. Enter a
TemplateRole[]
orTemplateRole[]
variable. - Envelope Id - The ID of the Envelope. This field supports only
String
variables. - Envelope Summary - The Envelope Summary object that was created, including the ID. Enter an
EnvelopeSummary
variable.
Common
- DisplayName - The display name of the activity. This field supports only
Strings
orString
variables.
Misc
- Private - If selected, the values of variables and arguments are no longer logged at Verbose level.
- Recipient Type (Single Recipient) - The type of recipient you want to create. Choose one of the following options: Signer, Agent, CarbonCopies, Editor, Witness.
Output
- ResponseStatus - The status of the request (success/failure information). This field supports only
ResponseStatus
variables.