Update Draft Agreement

Description

Update the agreement in draft state.

Project compatibility

Windows | Cross-platform

Configuration

Connection ID - The connection established in Integration Service. Access the drop-down menu to choose, add, or manage connections.
Agreement ID - The ID of the agreement being updated. You can use the drop-down list to find the ID. This field supports String type input.
Agreement name - The name of the agreement that will be used to identify it in emails, website, and other places. This field supports String type input.
Recipient email - The email of the recipient. This field supports String type input.
Role - The role assumed by the participant. Select one of the available options from the drop-down list: Signer, Approver, Acceptor, Certified recipient, Form filler, Delegate to signer, Delegate to approver, Delegate to acceptor, Delegate to certified recipient, Delegate to form filler, Notary signer, Electronic sealer.
Signing order - Index indicating the position at which the signing group needs to sign. Default value is 1. This field supports String type input.
Message - An optional message to the participants, describing what is being sent or why their signature is required. This field supports String type input.
Library document ID - ID for an existing library document that will be added to the agreement. You can use either this field or Transient document ID. You can use the drop-down list to find the ID. This field supports String type input.
Transient document ID - ID for a transient document that will be added to the agreement. You can use the drop-down list to find the ID. This field supports String type input.

Manage Properties

Use the Manage Properties wizard to configure or use any of the object's standard or custom fields. You can select fields to add them to the activity canvas. The added standard or custom fields are available in the Properties panel (in Studio Desktop) or under Show additional options (in Studio Web).

Additional options

Signature type - Specifies the type of signature you'd like to request. Select one of the available options from the drop-down list: ESign or Written.
Reminder frequency - The reminder frequency. Select one of the available options from the drop-down list: Daily until signed, Week until signed, Each other day until signed, Every third day until signed, Every fifth until signed, Weekly until signed, Once.