DocuSign

Overview

Quickly and easily create, manage, and send eSignatures using the DocuSign connected system. DocuSign envelopes can contain one or more documents, the fields in the document, recipient info, delivery progress, sender information, security, and more.

For information that pertains to all connected systems, see Connected System Object.

Properties

Three forms of authentication are available for DocuSign: Authorization Code Grant (per user), JWT Grant (single system login), and Basic Authentication (deprecated legacy feature for single system login).

Basic Authentication

Uses the DocuSign Legacy Header Authentication Method, which requires a single DocuSign user's credentials to authenticate. See DocuSign documentation for more details.

A DocuSign connected system using the Legacy Header Authentication Method has the following properties:

^* This value is included in an import customization file so that you can specify a different value for each environment. Sensitive values will not be exported in the import customization file and must be added manually. Required fields must have a value upon import or else import will fail. For more information on import/export behavior, see the Connected Systems Object page.

Authorization Code Grant

Uses the DocuSign OAuth 2.0 Authentication Method, where each Appian user will be required to sign in to their DocuSign account to authenticate. You must provide users a way to authenticate using OAuth 2.0. See DocuSign documentation for more details.

A DocuSign connected system using Authorization Code Grant has the following properties:

^* This value is included in an import customization file so that you can specify a different value for each environment. Sensitive values will not be exported in the import customization file and must be added manually. Required fields must have a value upon import or else import will fail. For more information on import/export behavior, see the Connected Systems Object page.

Click AUTHORIZE to use the provided configuration information to authorize the designer in a new window. See OAuth 2.0: Authorization Code Grant for more details.

JWT Grant

Uses JWT Grant authentication, which is the OAuth 2.0 flow that DocuSign uses for service integrations. This replaces Basic Authentication, which DocuSign is removing support for on October 5, 2022. See DocuSign documentation for more details on how to configure DocuSign to work with the JWT Grant.

A DocuSign connected system using the JWT Grant has the following properties:

^* This value is included in an import customization file so that you can specify a different value for each environment. Sensitive values will not be exported in the import customization file and must be added manually. Required fields must have a value upon import or else import will fail. For more information on import/export behavior, see the Connected Systems Object page.

Click TEST CONNECTION to use the provided configuration information to fetch an access token.

Automating property updates

This object's properties can also be updated programmatically using the Update Connected System endpoint. This lets you change passwords, API keys, and other values without needing to sign in to Appian.

The following properties can be included in the JSON request body of the PATCH /connected-system/<UUID> call.

Operations

Send Document for eSignature

Sends a document to a specified recipient for eSignature.

Send Document for eSignature is a WRITE type Integration. To prevent the integration from making the same update twice, it can only be used in the saveInto parameter of an interface component or in a Web API. See Call an Integration for more information.

Create and Send Envelope

Creates and sends an envelope for eSignature or creates a draft envelope.

See the examples below of how to set up your DocuSign envelope.

Create and Send Envelope is a WRITE type Integration. To prevent the integration from making the same update twice, it can only be used in the saveInto parameter of an interface component or in a Web API. See Call an Integration for more information.

Get Envelope Definition

Gets envelope information for a specified envelope.

List Envelopes

Gets a list of envelopes that match specified search parameters.

Update Envelope Definition

Modifies envelope definitions including status.

Update Envelope Definition is a WRITE type Integration. To prevent the integration from making the same update twice, it can only be used in the saveInto parameter of an interface component or in a Web API. See Call an Integration for more information.

List Documents of an Envelope

Gets a list of all documents associated with a specified envelope.

Upload New Documents to an Envelope

Adds or updates documents to a specified envelope.

Upload New Documents to an Envelope is a WRITE type Integration. To prevent the integration from making the same update twice, it can only be used in the saveInto parameter of an interface component or in a Web API. See Call an Integration for more information.

Download Document from an Envelope

Gets a document from a specified envelope and saves it into Appian.

Download Document from an Envelope is a WRITE type Integration. To protect against duplicate document creation, it can only be used in the saveInto parameter of an interface component or in a Web API. See Call an Integration for more information.

List Audit Events of an Envelope

Gets envelope audit events for a specified envelope.

Generate the Recipient Signing URL

Gets a pre-authenticated URL to allow a user to eSign from Appian.

Generate the Recipient Signing URL is a WRITE type Integration. To prevent the integration from making the same update twice, it can only be used in the saveInto parameter of an interface component or in a Web API. See Call an Integration for more information.

DocuSign envelope examples

Request signature on single document by email

This example shows an integration configuration that includes:

• A single PDF document to be signed
• One tab positioned using anchor text
• One recipient
• For more information, see DocuSign examples

See full Envelope Definition below.

Envelope definition

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a!toJson(
  {
    "emailSubject": "Please sign the NDA",
    "recipients": {
      "signers": {
        {
          "email": "the_nda_signer@example.com",
          "name": "Darlene Petersen",
          "recipientId": "1",
          "routingOrder": "1",
          "tabs": {
            "dateSignedTabs": {
              {
                "anchorString": "signer1date",
                "anchorYOffset": "-6",
                "fontSize": "Size12",
                "name": "Date Signed",
                "recipientId": "1",
                "tabLabel": "date_signed"
              }
            },
            "fullNameTabs": {
              {
                "anchorString": "signer1name",
                "anchorYOffset": "-6",
                "fontSize": "Size12",
                "name": "Full Name",
                "recipientId": "1",
                "tabLabel": "Full Name"
              }
            },
            "signHereTabs": {
              {
                "anchorString": "signer1sig",
                "anchorUnits": "mms",
                "anchorXOffset": "0",
                "anchorYOffset": "0",
                "name": "Please sign here",
                "optional": "false",
                "recipientId": "1",
                "scaleValue": 1,
                "tabLabel": "signer1sig"
              }
            }
          }
        }
      }
    }
  }
)

Multiple documents and tabs, signer and CC recipients

This example shows an integration configuration that includes:

• Multiple documents.
• Multiple tabs including signing, fullName, dateSigned, and text tabs.
• Tabs positioned using anchor text.
• Two recipients, a signer and a cc recipient.

For more information, see DocuSign examples.

See full expressions for Envelope Definition and Documents.

Envelope Definition

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a!toJson(
  {
    "emailSubject": "Please sign the house documentation package",
    "recipients": {
      "carbonCopies": {
        {
          "email": "cody_vigil@worldwidecorp.example.com",
          "name": "Cody Vigil",
          "recipientId": "2",
          "routingOrder": "2"
        }
      },
      "signers": {
        {
          "email": "darlene_petersen@newco.example.com",
          "name": "Darlene Petersen",
          "recipientId": "1",
          "routingOrder": "1",
          "tabs": {
            "dateSignedTabs": {
              {
                "anchorString": "signer1date",
                "anchorYOffset": "-6",
                "fontSize": "Size12",
                "name": "Date Signed",
                "recipientId": "1",
                "tabLabel": "date_signed"
              },
              {
                "documentId": "2",
                "fontSize": "Size12",
                "name": "Date Signed",
                "pageNumber": "1",
                "recipientId": "1",
                "tabLabel": "doc3_date_signed",
                "xPosition": "89",
                "yPosition": "100"
              }
            },
            "fullNameTabs": {
              {
                "anchorString": "signer1name",
                "anchorYOffset": "-6",
                "fontSize": "Size12",
                "name": "Full Name",
                "recipientId": "1",
                "tabLabel": "Full Name"
              }
            },
            "signHereTabs": {
              {
                "anchorString": "signer1sig",
                "anchorUnits": "mms",
                "anchorXOffset": "0",
                "anchorYOffset": "0",
                "name": "Please sign here",
                "optional": "false",
                "recipientId": "1",
                "scaleValue": 1,
                "tabLabel": "signer1sig"
              },
              {
                "documentId": "2",
                "name": "Please sign here",
                "optional": "false",
                "pageNumber": "1",
                "recipientId": "2",
                "scaleValue": 1,
                "tabLabel": "signer1_doc2",
                "xPosition": "89",
                "yPosition": "40"
              },
              {
                "anchorString": "Client Signature",
                "anchorUnits": "mms",
                "anchorXOffset": "0",
                "anchorYOffset": "-4",
                "name": "Please sign here",
                "optional": "false",
                "recipientId": "1",
                "scaleValue": 1,
                "tabLabel": "doc3_client_sig"
              }
            },
            "textTabs": {
              {
                "anchorString": "signer1company",
                "anchorYOffset": "-8",
                "fontSize": "Size12",
                "name": "Company",
                "recipientId": "1",
                "required": "true",
                "tabLabel": "Company"
              },
              {
                "anchorString": "Client Name",
                "anchorYOffset": "-38",
                "fontSize": "Size12",
                "name": "Company",
                "recipientId": "1",
                "required": "true",
                "tabLabel": "Company"
              },
              {
                "documentId": "3",
                "fontSize": "Size10",
                "name": "Company",
                "pageNumber": "1",
                "recipientId": "1",
                "required": "true",
                "tabLabel": "Company",
                "xPosition": "145",
                "yPosition": "195"
              }
            }
          }
        }
      }
    }
  }
)

Documents

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{
  documents: {
    {
      documentId: 1,
      name: "NDA",
      appianDocument: todocument(1234)
    },
    {
      documentId: 2,
      name: "House",
      appianDocument: todocument(5678)
    },
    {
      documentId: 3,
      name: "contractor_agreement",
      appianDocument: todocument(9012)
    }
  }
}

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