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.

Acciones

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

Acción	Lo que hace
Añadir documento a sobre	Agrega un documento a un sobre existente en DocuSign.
Añadir destinatario al sobre	Agrega un destinatario a un sobre existente en DocuSign.
Crear sobre	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.
Crear a partir de un sobre existente	Create a draft copy of an existing envelope in DocuSign.
Eliminar registro	Delete a record in DocuSign.
Descargar documentos de sobre	Download all documents from a DocuSign envelope.
Obtener sobre	Retrieve the status of an envelope in DocuSign.
Obtener datos de formulario	Retrieve envelope and tab data from in-process, completed, or canceled envelopes in DocuSign.
Obtener Registro	Retrieve a record in DocuSign.
Obtener plantilla	Retrieve the definition of a template in DocuSign.
Insertar Registro	Insert a new record in DocuSign.
Enumerar todos los destinatarios de sobres	Retrieve a list of recipients for a specific envelope in DocuSign.
Enumerar todos los registros	List all records in DocuSign.
List documents in envelope	List all documents in an envelope.
Reemplazar registro	Replace a record in DocuSign.
Enviar sobre	Send a draft envelope using DocuSign.

Eventos

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.

Evento	Lo que hace
Sobre creado	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	Se desencadena cuando el destinatario firma un sobre en DocuSign.
Estado del documento actualizado	Triggers when an envelope's status is updated in DocuSign.

Conexión

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	Lo que necesitas
Código de autorización OAuth 2.0	Your DocuSign account ID, and the email address and password of your account.
Traiga su propia aplicación OAuth 2.0	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.

Próximos pasos

• Connector: every connector, grouped by area.
• Create a connection: sign a workflow in to an app.
• Comunidad: haz preguntas y comparte flujos de trabajo con otros constructores en UiPath Forum.