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.

Actions

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

Action	Ce qu’il fait
Ajouter un document à l'enveloppe	Ajoutez un document à une enveloppe existante dans DocuSign.
Ajouter un destinataire à l'enveloppe	Ajouter un destinataire à une enveloppe existante dans DocuSign.
Créer une enveloppe	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.
Créer à partir d'une enveloppe existante	Create a draft copy of an existing envelope in DocuSign.
Delete Record	Delete a record in DocuSign.
Télécharger les documents de l'enveloppe	Download all documents from a DocuSign envelope.
Récupérer une enveloppe	Retrieve the status of an envelope in DocuSign.
Récupérer les données d'un formulaire	Retrieve envelope and tab data from in-process, completed, or canceled envelopes in DocuSign.
Obtenir l'enregistrement	Retrieve a record in DocuSign.
Récupérer un modèle	Retrieve the definition of a template in DocuSign.
Insert Record	Insert a new record in DocuSign.
Lister tous les destinataires de l'enveloppe	Retrieve a list of recipients for a specific envelope in DocuSign.
Lister tous les enregistrements	List all records in DocuSign.
List documents in envelope	List all documents in an envelope.
Remplacer l'enregistrement	Replace a record in DocuSign.
Envoyer une enveloppe	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.

Événement (Event)	Ce qu’il fait
Enveloppe créée	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 déclenche lorsqu'une enveloppe est signée par tous les destinataires dans DocuSign.
Statut d’enveloppe mis à jour (Envelope Status Updated)	Triggers when an envelope's status is updated in DocuSign.

Connexion (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	Éléments requis
Code d'autorisation OAuth 2.0	Your DocuSign account ID, and the email address and password of your account.
Apportez votre propre application 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.

Prochaines étapes

• Connector: every connector, grouped by area.
• Create a connection: sign a workflow in to an app.
• Community (Communauté): posez des questions et partagez des workflows avec d'autres développeurs sur le forum UiPath.