Request a DocuSign Digital Signature

DocuSign Request Configuration Screen

Prerequisites

• An access token for your application is mandatory.

  For more information, refer to Create an access token.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Digital Signature tab.
     2. On the Digital Signature tab, drag the DocuSign eSign Request activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.

Procedure

1. Complete the fields on the General Configuration screen.

   For more information, refer to Configure General Options for a System Activity.

2. Click Source Configuration .
3. On the Source Repository screen, select the source location for your file.

   For more information, refer to Source Repository.

4. Click Sign Request .
5. Click the Connection tab.
6. On the DocuSign Request Configuration screen, in the Digital Signature field, select your DocSign access token.

   To create a new access token, click Add Token . For more information, refer to New DocuSign Access Token.

   When you select DocSign access token, the Auth Url field is complete.

7. In the Document Path field, enter the path of the document to sign.
8. In the Document Name field, enter the name of the document to sign.
9. Click the Sender tab, and complete these fields as necessary.

   Field Name	Definition
   Name	Function: Specifies the name of the sender. Accepted Values: A valid user name. Default Value: None Accepts Process Data Variables: Yes
   E-mail Address	Function: Specifies the e-mail address of the sender. Accepted Values: A valid e-mail address. Default Value: None Accepts Process Data Variables: Yes

10. Click the Signer tab.
11. On the Signer tab, in the Signer E-mail Address field, enter the e-mail addresses of the signer.
12. Do one of these:

    • Field Name

      Definition

      Anchor Text Signing

      Function: Specifies text that shows where the recipient can put signatures, initials and other information in the document. Accepted Values: Include Signature - The sender puts text to search and put the signature and other information in the document. Include Initials - The sender puts text to search and put the initials and other information in the document. Default Value: Selected. When you select this field, the Signature Details tab and Initial Details tab becomes available. Accepts Process Data Variables: No

      1. Click Signature Details tab.
      2. On the Signature Details tab, in the Signature Anchor String field, enter the text to search and place the signature and other information in the document.
      3. Complete these fields as necessary.

         Field Name	Definition
         Type	Function: Specifies the tag type. Tags identify the places in a document where the recipient can put the signature, initials, or other information. Accepted Values: COMPANY - The recipient's company name shows in the tag. E-MAIL - The recipient's e-mail address shows in the tag. TEXT - The recipient enters text in the tag. TITLE - The recipient's title shows in the tag. Default Value: TEXT
         Name	Function: Specifies the name of the tag. The name is a unique identifier for the tag. Accepted Values: One line of text that can have spaces. Default Value: None
         Value	Function: Specifies the value of the Name field that shows in the document. Accepted Values: One line of text that can have spaces. A process data variable. Default Value: None

      4. Click Initial Details tab.
      5. On the Initial Details tab, in the Initial Anchor String field, enter the string to search and place the initials and other information in the document.
      6. Complete these fields as necessary.

         Field Name	Definition
         Type	Function: Specifies the tag type. Tags identify the places in a document where the recipient can put the signature, initials, or other information. Accepted Values: COMPANY - The recipient's company name shows in the tag. E-MAIL - The recipient's e-mail address shows in the tag. TEXT - The recipient enters text in the tag. TITLE - The recipient's title shows in the tag. Default Value: TEXT
         Name	Function: Specifies the name of the tag. The name is a unique identifier for the tag. Accepted Values: One line of text that can have spaces. Default Value: None
         Value	Function: Specifies the value of the Name field that shows in the document. Accepted Values: One line of text that can have spaces. A process data variable. Default Value: None

    • Field Name

      Definition

      Free-Form Signing

      Function: Sends the documents to the recipients without adding tags. When recipients open documents sent for free-form signing, the recipient sees the Click & Drag box in the document. The recipients can click and apply or drag their signature, initials, and other information on the document to complete the sign. Accepted Values: Selected - The documents are sent to recipients without adding tags. Deselected - Anchor Text Signing option is selected. Default Value: Deselected Accepts Process Data Variables: No

13. Click the Response tab, and complete these fields as necessary.

    Field Name	Definition
    Document ID	Function: Specifies a unique ID of the document. This ID comes from DocuSign. Accepted Values: A valid document ID. Default Value: None Accepts Process Data Variables: Yes
    Signing URL	Function: Specifies the process data variable that stores the reference URL for signing the documents. The reference URL comes in the response from the DocuSign API. Accepted Values: A process data variable. You can use Process Data screen to specify a process data variable. Default Value: None Accepts Process Data Variables: Yes
    Sign Status	Function: Specifies a process data variable to store the status of the digital signature request. Accepted Values: A process data variable. Default Value: None Accepts Process Data Variables: Yes
    E-mail Sent On	Function: Specifies the date and time of the digital signature request e-mail. Accepted Values: A valid date and time. Default Value: None Accepts Process Data Variables: Yes

RelatedTopics

• DocuSign eSign Request activity
• Process Data Variables