DocuSign

The DocuSign modules enable you to monitor and retrieve envelope status, search and retrieve envelopes, or download and send a document to sign in your DocuSign account.

Getting Started With DocuSign

Prerequisites

  • A DocuSign account

In order to use DocuSign with Make, it is necessary to have a DocuSign account. If you do not have one, you can create a DocuSign account at go.docusign.com/o/trial.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting DocuSign to Make

  1. Go to Make, and open the DocuSign module's Create a connection dialog.

  2. Enter the name of the connection in the Connection name field, and click Continue.

    After you click the Continue button, Make will redirect you to the DocuSign website, where you will be prompted to log in and grant Make access to your account.

    61f26b5f857d8.png

Confirm the dialog by clicking the Accept button.

Envelope

Triggers when an envelope changes its status.

Note

This is available only for Business Pro DocuSign eSignature pricing plan and higher.

The webhook URL needs to be generated in Make and then added to DocuSign's integrations settings.

  1. Add the Watch Events module to your Make scenario.

  2. Generate and copy the webhook URL.

    61f26b60d6faf.gif
  3. Log in to your DocuSign account.

  4. Go to Settings > Connect.

    61f26b631861f.gif
  5. Click Add Configuration, and select Custom.

    61f26b660c21c.gif
  6. Fill in the fields as follows:

    Name

    Enter the name of the webhook.

    URL to Publish

    Enter the webhook URL you have copied in step 2 above.

    Include

    Select the information that you want to include in the webhook.

    Trigger Events

    Select events that will trigger the webhook and the Watch Events module in your Make scenario.

  7. Click the Add button (61f26b6837276.png) to save and close the dialog.

    Now, every time the specified events occur in your DocuSign account, the Watch Events module in your Make scenario is triggered.

    Note

    The module returns the data in the XML format. To further process the returned data, please add the XML > Parse XML module after the Watch Events module.

    61f26b6934885.png

Searches for envelopes by the filter settings.

Connection

Establish a connection to your DocuSign module.

Account

Select the account you want to search for envelopes.

From Date

Enter the date and time to start looking for status changes. Please refer to the list of supported date and time formats.

To Date

Enter the date and time to stop looking for status changes. Please refer to the list of supported date and time formats.

Envelope IDs

Add the envelope IDs to filter returned envelopes by.

Transaction IDs

Add the envelope transaction IDs to filter returned envelopes by. Transaction IDs are only valid for seven days.

Status

Select the envelope statuses you want to be included in the result.

From To Status

Select the envelope status that you are checking for. For example, if you select Changed, the module returns a list of envelopes that changed status during the From date to To date time period.

Search

Enter the search term you want to use to filter the list of returned envelopes.

Order

Select whether you want to return envelopes in ascending or descending order.

Order By

Select the property you want to sort returned envelopes by.

Limit

Set the maximum number of envelopes Make will return during one execution cycle.

User Filter

Returns envelopes where the authenticated user is the recipient, the sender, or the recipient only.

Include in Response

Select additional information to return about the envelopes.

  • Custom Fields: The custom fields associated with the envelope.

  • Documents: The documents associated with the envelope.

  • Attachments: The attachments associated with the envelope.

  • Extensions: Information about the email settings associated with the envelope.

  • Folders: The folders where the envelope exists.

  • Recipients: The recipients associated with the envelope.

  • Powerform: The PowerForms associated with the envelope.

  • Payment tabs: The payment tabs associated with the envelope.

Retrieves envelope details.

Connection

Establish a connection to your DocuSign module.

Account

Select the account that contains the envelope you want to retrieve details about.

Envelope ID

Enter (map) the ID of the envelope you want to retrieve details about.

Include in Response

Select additional information to return about the envelopes.

  • Custom Fields: The custom fields associated with the envelope.

  • Documents: The documents associated with the envelope.

  • Attachments: The attachments associated with the envelope.

  • Extensions: Information about the email settings associated with the envelope.

  • Folders: The folders where the envelope exists.

  • Recipients: The recipients associated with the envelope.

  • Powerform: The PowerForms associated with the envelope.

  • Tabs: The tabs associated with the envelope.

  • Payment tabs: The payment tabs associated with the envelope.

Downloads a specified document from the envelope.

Connection

Establish a connection to your DocuSign module.

Account

Select the account you want to download a document from.

Envelope ID

Enter (map) the ID or select the envelope that contains the document you want to download.

Document ID

Enter (map) the ID or select the document you want to download.

Certificate

Select the No option to exclude the envelope signing certificate from the download.

Documents by User ID

When the Yes option is selected, it allows the recipients to get documents by their user ID. For example, if a user is included in two different routing orders with different visibilities, using this option returns all of the documents from both routings.

Encrypt

When enabled, the PDF bytes returned in response are encrypted for all the key managers configured on your DocuSign account.

Show Changes

When set to Yes, any changed fields for the returned PDF are highlighted in yellow, and optional signatures or initials are outlined in red.

Watermark

When set to Yes, the account has the watermark feature enabled, and the envelope is not complete, the watermark for the account is then added to the PDF documents. This option can remove the watermark.

Language

Select the language of the Certificate of Completion in the output.

Downloads the envelope and field data from any in progress, completed, or canceled envelope that you sent or that is shared with you.

Note

To use this module, go to DocuSign Settings > Sending Settings and enable the Allow sender to download form data option. Otherwise, the [400] This User lacks sufficient permissions error will be returned.

61f26b6a9e1a1.png

Connection

Establish a connection to your DocuSign module.

Account

Select the account that contains the envelope you want to retrieve the form data from.

Envelope ID

Enter (map) the ID of the envelope you want to retrieve the form data from.

Sends a document to signers.

Connection

Establish a connection to your DocuSign module.

Account

Select the account that contains the envelope with the document you want to send in order to be signed.

Draft

Enable this option to save the envelope as a draft. If disabled, the envelope will be sent to recipients.

Signers

Add the signers you want to send the document to.

Email

Enter the recipient's email address. The system sends notifications about the documents to be signed to this address.

Name

Enter the full legal name of the recipient. Maximum Length: 100 characters.

Recipient ID

Enter the ID you want to assign to the recipient.

Recipient ID is a local reference that senders use to map recipients to other objects, such as specific document tabs. Within an envelope, each Recipient ID must be unique, but there is no uniqueness requirement across envelopes. For example, many envelopes assign the first recipient a Recipient ID of 1.

Add Access Code

Enable this option, and enter the code.

If you enter a value, the recipient must enter the value as the access code to view and sign the envelope.

Maximum Length: 50 characters, and it must conform to the account's access code format setting.

If blank, but the signer Access Code property is set in the envelope, then that value is used.

If blank, and the signer Access Code property is not set, then the access code is not required.

Note

Enter a note that is sent to the recipient in the signing email. This note is unique to this recipient. In the user interface, it appears near the upper left corner of the document on the signing screen. Maximum Length: 1000 characters.

Subject

Enter the subject of the email used to send the envelope.

Message

Enter the content of the email blurb.

Documents

Add documents you want to send.

Source File

Map the file you want to upload from the previous module (e.g., HTTP > Get a File or Google Drive > Download a File), or enter the file name and file data manually.

Document ID

Specify a numeric ID that must be unique within the envelope.

Creates and sends an envelope from a template.

Connection

Establish a connection to your DocuSign module.

Account

Select the account that contains the envelope with the document template you want to send in order to be signed.

Template

Enter (map) or select the template you want to send a document from.

Draft

Enable this option to save the envelope as a draft. If disabled, the envelope will be sent to recipients.

Subject

Enter the subject of the email used to send the envelope.

Message

Enter the content of the email blurb.

Template Recipients

Add the signers of the document.

Email

Enter the recipient's email address. The system sends notifications about the documents to be signed to this address.

Name

Enter the full legal name of the recipient. Maximum Length: 100 characters.

Role Name

Enter the role of the signer. For more details about templates please refer to the DocuSign's Templates article.

Other

Allows you to perform a custom API call.

Connection

Establish a connection to your DocuSign module.

Account

Select the account you want to make an API call for.

URL

Enter a path relative to https://<server>.docusign.net/restapi.If you use {accountId} in the path, it will be replaced with the account ID from the selected account automatically.

For example: /v1/org.

Note

For the list of available endpoints, refer to the DocuSign API Reference.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we've already done that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns envelopes from the specified date in your DocuSign account:

URL:

/v2.1/accounts/{accountId}/envelopes/

Method:

GET

Query String:

Key: from_date

Value: YYYY-MM-DD Specifies when the request begins checking for status changes for envelopes in the account.

61f26b6be4ebc.png

The result can be found in the module's Output under Bundle > Body > envelopes.

In our example, 6 envelopes were returned:

61f26b6d12abf.png