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DocuSign / Send Envelope Template

  • Article
  • 2 minutes to read

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
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