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Operation Information
Sends a templated envelope with DocuSign.
This is a Premium Integration.
Authentication
This operation requires authentication, the details of which can be securely stored on your instance in a KeySafe Key of type oAuth 2.0.
To create a key of this type:
- In the Configuration area of your Hornbill instance, navigate to Platform Configuration > Security > KeySafe;
- Click on the + Create New Key button;
- On the resulting Create New Key form, choose oAuth 2.0 in the Type pick list;
- Give the oAuth 2.0 KeySafe key a Title (this is the name / identifier for the oAuth 2.0 account as you will see it when using the cloud automation node in your workflows);
- Optionally populate the Description field;
- Populate the following fields accordingly, then click the Create Key button to create your new key:
Name | Type | Description |
---|---|---|
Client Id | string |
Application Client Id |
Client Secret | string |
Application Client Secret |
oAuth Scope | string |
Application oAuth Scope |
Authorize URL | string |
Application Authorize URL |
Access URL | string |
Application Access UR |
Response Type | string |
Application Response Type |
Additional Params | string |
Application Additional Params |
Additional Access Token Params | string |
Application Additional Access Token Request Params |
Grant Type | string |
Application Grant Type |
Refresh URL | string |
Application Refresh URL |
Refresh Grant Type | string |
Application Refresh Grant Type |
Refresh Body | string |
Application Refresh Body |
Revoke URL | string |
Token Revoke URL |
Token | string |
Authentication Token |
Refresh Token | string |
Refresh Token |
API Endpoint | string |
Optional API Endpoint |
Tip
In order to integrate with DocuSign, your DocuSign administrator will first need to add an App/Integration Key in the DocuSign admin console. This should be of type Authorized Code Grant. See the DocuSign developer documentation for further information.
Revoking Access
If at any point you wish to revoke access to any of the above accounts from your Hornbill instance, just delete the relevant KeySafe key(s) from the KeySafe list.
Warning
This will revoke the rights of any existing Cloud Automation Node in your Hornbill Workflows that are using the revoked oAuth 2.0 account, so you will need to manage these workflows accordingly.
Input Parameters
Display Name | ID | Type | Description | Required | Supported Values |
---|---|---|---|---|---|
Email Subject | emailSubject |
string |
The subject of the DocuSign email being sent. | Yes | None provided |
Template ID | templateId |
string |
The ID of template to use when sending the DocuSign envelope. | Yes | None provided |
Recipients | recipients |
array |
None provided | Yes | None provided |
Document Tabs | tabs |
array |
None provided | Yes | None provided |
Output Parameters
Display Name | ID | Type | Description |
---|---|---|---|
Envelope ID | envelopeId |
string |
The ID of the new Envelope |
URI | uri |
string |
URI to the new Envelope |
Status Date Time | statusDateTime |
string |
Date and Time the Envelope was created |
Status | status |
string |
Status of the new Envelope |
- Version {{docApp.book.version}}
- Node {{docApp.node}} / {{docApp.build}}