Create Envelope Using Template

UiPath.DocuSign.Activities.Envelope.CreateEnvelopeWithTemplate

Description

Creates an envelope using a template and saves it as a draft or sends it to the recipient.

This activity can be used when you do not have all of the information in advance to create and send an envelope, but you want to create the envelope and update it at a later time.

Project Compatibility

Windows | Cross-platform

Configuration

• ConnectionId - The connection established in Integration Service. Access the drop-down to choose, add or manage connections. This field supports only strings or String variables.
• Template ID - Type the name or ID of the template. If the template is not found in the drop-down, you can first scroll the drop-down till the bottom to get all the available templates and then type the template or retrieve the template ID from List All Records->Templates.
• Status - A dropdown that indicates the envelope status. The available options are created, for creating a draft envelope, or sent, for creating and sending the envelope to recipients.
• Email subject - The subject line of the email message that is sent to all recipients. Required when sent is selected as status while creating the envelope.
• Recipient name - The legal name of the recipient.
• Recipient email - The email address of the recipient. The system sends notifications about the documents to sign to this address. Required when sent is selected as status while creating the envelope…
• Recipient role - The user defined role for the recipient. For example, Applicant 1, Applicant 2, Signer, Agent, Editor, etc. . Defaults to Signer.

Advanced

Options

• Email body - The body of the email message that is sent to all envelope recipients.
• Allow Reassign - When true, the recipient can redirect an envelope to a more appropriate recipient.

Output

• Envelope - The Envelope you have created.
• Envelope ID - The ID of the Envelope. This field supports only String variables.

Troubleshooting

If the template that is being used to create envelope has Webhooks enabled for listening events, the error below happens:

errorCode - HTTPS_REQUIRED_FOR_CONNECT_LISTENER
message - HTTPS required for Connect listener communication

The support for Webhooks (i.e. DocuSign Connect) is not yet released for DocuSign connector. Thus, only templates (without webhooks) can be used to create envelopes.

The following error can be encountered:

errorCode - NO_AUTHENTICATION_METHOD_FOR_RECIPIENT,
message - This account requires an authentication method for each recipient. Envelope definition is missing an auth method for recipient: [e-mail]

To fix this, ensure your DocuSign security settings have the recipient authentication disabled or optional. To set this:

1. Login to your DocuSign account.
2. Click on the Settings tab on the top of the screen.
3. On the left panel, under Account, click on Security Settings.

4. Ensure the recipient authentication is disabled or optional, as shown below: