Workflow Applications: DOCUSIGNSEND & DOCUSIGNCHECK usage

Development Workflow Applications
1

Overview

The DOCUSIGNSEND workflow application lets you send one or more documents to DocuSign for electronic signature.

The DOCUSIGNCHECK workflow application lets you check the status of an envelope and download its associated file, which is a concatenation of attached files.

For more information and complete instructions on how to configure and use the applications, as well as examples, see the DOCUSIGNSEND Workflow Application and DOCUSIGNCHECK Workflow Application sections in the WorkflowGen Administration Guide.

DOCUSIGNSEND

Required parameters

‌You can use either of the following configurations: with a signers list or with signer numbers.

With a list of signers

Parameter Type Direction Description
SIGNER_NAME_LIST TEXT IN Names of signers, separated by the value defined in the DATA_SEPARATOR parameter
SIGNER_EMAIL_LIST TEXT IN Emails of signers, separated by the value defined in the DATA_SEPARATOR parameter
FILEx FILE IN File(s) to send, where x corresponds to the file number; you can add one or multiple files

With signer numbers

Parameter Type Direction Description
SIGNER_NAMEx TEXT IN Name(s) of signer(s), where x corresponds to the signer number; you can add one or multiple signers
SIGNER_EMAILx TEXT IN Email(s) of signer(s), where x corresponds to the signer number; you can add one or multiple signers
FILEx FILE IN File(s) to send, where x corresponds to the file number; you can add one or multiple files

Optional parameters

DocuSign configuration

There are two ways to configure DocuSign account information: you can define the configuration in the web.config file or in the Configuration Panel, or you can manage the configuration on each DOCUSIGNSEND action.

Note: These parameters must be associated to a DocuSign account.

Parameters Type Direction Description
DOCUSIGN_CLIENT_ID TEXT IN DocuSign client ID

Corresponds to your DocuSign application’s Integration Key value

By default, this value comes from the DocuSignClientId parameter in the web.config .
DOCUSIGN_USER_GUID TEXT IN DocuSign user GUID

Corresponds to the value of API Username in the DocuSign Control Panel

By default, this value comes from the DocuSignUserGuid parameter in the web.config .
DOCUSIGN_AUTH_SERVER TEXT IN DocuSign Auth server

DocuSign values:
  • account.docusign.com (production)
  • account-d.docusign.com (demo)
By default, this value comes from the DocuSignAuthServer parameter in the web.config .
DOCUSIGN_RSA_KEY TEXT IN DocuSign RSA key

By default, this value come from the /Files/DocuSign/rsaKey.pem file.
DOCUSIGN_HOST_SERVER TEXT IN DocuSign host server

DocuSign values:
  • https://docusign.net (production)
  • https://demo.docusign.net (demo)
By default, this value comes from the DocuSignHostServer parameter in the web.config .

General

Parameters Type Direction Description
DATA_SEPARATOR TEXT IN Separator used to separate SIGNERS_NAME_LIST , SIGNERS_EMAIL_LIST , and SIGNER_ACCESS_CODE_LIST content
Default: ,
EMAIL_SUBJECT TEXT IN Email subject used for the DocuSign envelope
Default: Please sign this document sent from WorkflowGen
PREFIX_SIGNHERE TEXT IN Prefix of the SignHere tag
Default: /s
SUFFIX_SIGNHERE TEXT IN Suffix of the SignHere tag
Default: /
X_OFFSET_SIGNHERE TEXT IN Vertical alignment of the SignHere tag in pixels
Default: 0
Y_OFFSET_SIGNHERE TEXT IN Horizontal alignment of the SignHere tag in pixels Default: 0
PREFIX_FULLNAME TEXT IN Prefix of the Full name tag
Default: /f
SUFFIX_FULLNAME TEXT IN Suffix of the Full name tag
Default: /
X_OFFSET_FULLNAME NUMERIC IN Vertical alignment of the Full name tag in pixels
Default: 0
Y_OFFSET_FULLNAME NUMERIC IN Horizontal alignment of the Full name tag in pixels
Default: 0
PREFIX_DATE TEXT IN Prefix of the Date tag
Default: /d
SUFFIX_DATE TEXT IN Suffix of the Date tag
Default: /
X_OFFSET_DATE NUMERIC IN Vertical alignment of the Date tag in pixels
Default: 0
Y_OFFSET_DATE NUMERIC IN Horizontal alignment of the Date tag in pixels
Default: 0

Return parameter

Parameter Type Direction Description
DOCUSIGN_ENVELOPE_ID TEXT OUT Contains the DocuSign envelope ID; you can use this ID in the DOCUSIGNCHECK workflow application

DOCUSIGNCHECK

Required parameter

Parameter Type Direction Description
DOCUSIGN_ENVELOPE_ID TEXT IN DocuSign envelope ID to check

Optional parameters

DocuSign configuration

There are two ways to configure DocuSign account information: you can define the configuration in the web.config file or in the Configuration Panel, or you can manage the configuration on each DOCUSIGNCHECK action.

Note: These parameters must be associated to a DocuSign account.

Parameters Type Direction Description
DOCUSIGN_CLIENT_ID TEXT IN DocuSign client ID Corresponds to your DocuSign application’s Integration Key value

By default, this value comes from the DocuSignClientId parameter in the web.config .
DOCUSIGN_USER_GUID TEXT IN DocuSign user GUID

Corresponds to the value of API Username in the DocuSign configuration panel

By default, this value comes from the DocuSignUserGuid parameter in the web.config .
DOCUSIGN_AUTH_SERVER TEXT IN DocuSign Auth server

DocuSign values:
  • account.docusign.com (production)
  • account-d.docusign.com (demo)
By default, this value comes from the DocuSignAuthServer parameter in the web.config .
DOCUSIGN_RSA_KEY TEXT IN DocuSign RSA key

By default, this value come from the /Files/DocuSign/rsaKey.pem file.
DOCUSIGN_HOST_SERVER TEXT IN DocuSign host server

DocuSign values:
  • https://docusign.net (production)
  • https://demo.docusign.net (demo)
By default, this value comes from the DocuSignHostServer parameter in the web.config .

General

Parameters Type Direction Description
VALID_STATUS_LIST TEXT IN Valid status to download the document
Default: signed,completed,voided,declined
DOCUSIGN_DOCUMENT FILE OUT DocuSign document
DOCUSIGN_STATUS TEXT OUT Envelope status