Create new document.

Options

  • Accounts (list): Drop down menu of accounts created in docusign.
  • Templates (list): Drop down menu of available templates.
  • After Creation (dropdown)
    • Save as Draft
    • Send for Signing
  • Recipient type (text)
    • Signer: People assigned to sign document.
    • Agent: Agents assigned to selected document.
    • Carbon Copy: Duplicate copies of selected document.
    • Certified Delivery: Certified delivery persons/services of selected document.
    • Editor: All editors of selected document.
    •  Inperson Signer: People who will be signing the documents in person in order to complete.
    • Intermediary: Mediators of the selected document.
  • Recipient Authentication (text)

Input Fields

  • Document
    • Allow Print and Sign (true/false): If true, document allows to be printed and signed.
    • Markup Enabled (true/false): When true, enable Document markup for envelope.
    • Allow Reassign (true/false): If true, the recipient can redirect an envelope to a more appropriate recipient.
    • Allow Recipient Recursion (true/false): Allows recipient to make recursive changes to document.
    • Authoritative Copy (true/false): Specifies the Authoritative copy feature. If the Boolean is set to true the Authoritative copy feature is enabled.
    • Auto Navigation (true/false): Specifies the Auto Navigation feature. If the Boolean is set to true the auto navigation is enabled.
    • Brand ID (text): Identification code of brand associated with document.
  • Reminder
    • Reminder Enabled (true/false): When set to true, the envelope expires (is no longer available for signing) in the set number of days. If false, the account default setting is used. If the account does not have an expiration setting, the DocuSign default value of 120 days is used.
    • Reminder Delay (text): An integer that sets the number of days after the recipient receives the envelope that reminder emails are sent to the recipient.
    • Reminder Frequency (text): An integer that sets the interval, in days, between reminder emails.
  • Document Expiration
    • Expire Enabled (true/false): If true, document is enabled to expire after a certain deadline.
    • Expire After (text): Date document expires after.
    • Expire Warning (text): Date close to expiration of document which will give user warning.
  • Recipient
    • Name (text): Name/Title of Recipient.
    • Routing Order (text): Routing order identification.
    • Email ID (text): Identification code/address associated with email.
    • Email Subject (text): Topic/Head of message of recipient.
    • Email Body (text): Optional element, if specified is included in email notifications to the document recipients. This can be a maximum of 10000 characters.
    • Private Message (text): Message to send to recipient privately

Output Fields

  • Document
    • Document ID (text): Identification code of document.
    • Status (text): Status of document. Options include: Created, Deleted, Delivered, Signed, Completed, Declined, Voided, TimeOut, AuthoritativeCopy, TransferCompleted, Template, and Correct.