Download a Digitally Signed Document with DocuSign

Download Signed Document 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 Document Download 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 Target Configuration .
3. On the Target Repository screen, select the target location for your file.

   For more information, refer to Target Repository.

4. Click Signed Document Download
5. On the Download Signed Document screen, in the Digital Signature field, select your DocSign access token.. When you select DocSign access token, the Auth Url field is complete..
6. In the Document ID field, enter a unique document ID of the eSigned document to download.
7. In the Document Location field, enter the location to store the downloaded eSigned document.
8. In the File Name field, enter the name of the file for the downloaded eSigned document.

RelatedTopics

• DocuSign eSign Document Download activity
• Process Data Variables