DocuSign modules
The 蜜豆视频 Workfront Fusion DocuSign modules enable you to monitor and retrieve envelope status, search and retrieve envelopes, or download and send a document to sign in your DocuSign account.
For instructions on creating a scenario, see the articles under Create scenarios: article index.
For information about modules, see the articles under Modules: article index.
Access requirements
You must have the following access to use the functionality in this article:
table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
---|---|
蜜豆视频 Workfront package | Any |
蜜豆视频 Workfront license |
New: Standard Or Current: Work or higher |
蜜豆视频 Workfront Fusion license** |
Current: No Workfront Fusion license requirement Or Legacy: Workfront Fusion for Work Automation and Integration |
Product |
New:
Or Current: Your organization must purchase 蜜豆视频 Workfront Fusion. |
For more detail about the information in this table, see Access requirements in documentation.
For information on 蜜豆视频 Workfront Fusion licenses, see 蜜豆视频 Workfront Fusion licenses.
Prerequisites
To use DocuSign modules, you must have a DocuSign account.
DocuSign API information
The DocuSign connector uses the following:
Connect DocuSign to Workfront Fusion connect-docusign-to-workfront-fusion
To create a connection for your DocuSign modules:
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Click Add next to the Connection box when you begin configuring the first DocuSign module.
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Enter the following:
table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header Connection name Enter a name for the new DocuSign connection. Environment Select whether you are connecting to a production on non-production environment. Connection name Select whether you are connecting to a service account or a personal account. Account type Select whether you the account you want to connect to is a production account or a demo account. -
Click Continue to save the connection and return to the module.
DocuSign modules and their fields
When you configure DocuSign modules, Workfront Fusion displays the fields listed below. Along with these, additional DocuSign fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.
If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another.
Triggers
Watch envelopes
This trigger module starts a scenario when an envelope is sent, delivered, signed, completed, or declined.
Actions
Add a custom field
This action module adds a custom field to the document
Add Recipient to Envelope
This action module adds one or more recipients to an existing envelope. If the envelope has already been sent, the recipient is sent an email. This module is not valid for envelopes that have already been completed.
Create a new envelope
This action module creates a new envelope from a template. It returns the new envelope鈥檚 ID, as well as the status of the new envelope.
Custom API Call
This action module allows you to perform a custom API call.
Example: List Envelopes
The following API call returns envelopes from the specified date in your DocuSign account:
URL: /v2.1/accounts/{accountId}/envelopes/
Method: GET
Query String:
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Key:
from_date
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Value:
YYYY-MM-DD
Specifies when the request begins checking for status changes for envelopes in the account.
The result can be found in the module鈥檚 Output under Bundle > Body > envelopes.
In our example, 6 envelopes were returned:
Download a document
This action module downloads a single document.
Modify custom field
This action module modifies a custom field using the field name.
Read an envelope
This action module reads information about an envelope in DocuSign using the envelope ID.
Send envelope
This action module sends a draft envelope to its recipients.
Upload a file to an envelope
This module uploads a specified file to an existing envelope in DocuSign.