DocuSign

Look up the DocuSign connector: its actions and events in alphabetical order, and the sign-in methods of a DocuSign connection.

The DocuSign connector lets a workflow create and send envelopes for e-signature, and download their documents. In the Add node panel, it's in the Connector category, under DocuSign. How connector nodes work describes how a connector node is set up.

Aktionen

Each action is a node that does one thing in DocuSign.

Aktion	Was es tut
Dokument zum Umschlag hinzufügen	Fügen Sie einem vorhandenen Umschlag in DocuSign ein Dokument hinzu.
Empfänger zu Umschlag hinzufügen	Fügen Sie einen Empfänger zu einem vorhandenen Umschlag in DocuSign hinzu.
Create Envelope	Create and send a document envelope using DocuSign.
Create Envelope using Template	Create and manage envelopes using templates in DocuSign, either saving as draft or sending to recipients.
Erstellen aus Vorhandener Umschlag	Create a draft copy of an existing envelope in DocuSign.
Delete Record	Delete a record in DocuSign.
Dokumente von Envelope herunterladen	Download all documents from a DocuSign envelope.
Get Envelope	Retrieve the status of an envelope in DocuSign.
Get Form Data	Retrieve envelope and tab data from in-process, completed, or canceled envelopes in DocuSign.
Datensatz abrufen	Retrieve a record in DocuSign.
Get Template	Retrieve the definition of a template in DocuSign.
Datensatz einfügen	Insert a new record in DocuSign.
Auflisten Alle Umschlagsempfänger	Retrieve a list of recipients for a specific envelope in DocuSign.
List all records	List all records in DocuSign.
List documents in envelope	List all documents in an envelope.
Replace record	Replace a record in DocuSign.
Send Envelope	Send a draft envelope using DocuSign.

Events

Each event can start a workflow, as a Connector trigger, or pause a run until it happens, as a Connector event. In the connector's list, events have the WAIT tag.

Ereignis (Event)	Was es tut
Umschlag Erstellt	Triggers actions when a new envelope is created in DocuSign.
Envelope Sent to All Recipients	Triggers when an envelope is sent to all recipients in DocuSign.
Envelope Signed by All Recipients	Wird ausgelöst, wenn ein Umschlag von allen Empfängern in DocuSign signiert wird.
Aktualisierter Umschlagstatus	Triggers when an envelope's status is updated in DocuSign.

Verbindung (Connection)

A DocuSign node signs in through a connection. Create a connection describes how to create one from the node. On the Connect to page, choose one of these sign-in methods:

Sign-in method	Was Sie benötigen
OAuth 2.0: Autorisierungscode	Your DocuSign account ID, and the email address and password of your account.
Bringen Sie Ihre eigene OAuth 2.0-App mit	The client ID and client secret of an app that you create in DocuSign, your account ID, and the environment.

Only DocuSign production accounts work. Demo and developer accounts don't.

Nächste Schritte

• Connector: every connector, grouped by area.
• Create a connection: sign a workflow in to an app.
• Community: Stellen Sie Fragen und teilen Sie Workflows mit anderen Buildern im UiPath Forum.