Studio Web serves as the ideal starting point for your automation journey within the UiPath Cloud ecosystem, all from the convenience of your web browser. Say goodbye to IT dependencies and time-consuming installations. No prior programming knowledge is required, making it accessible to all. It's also seamlessly included in existing developer licenses, ensuring a frictionless entry into the world of automation.

Studio Web serves as the ideal starting point for your automation journey within the UiPath Cloud ecosystem, all from the convenience of your web browser.

Studio Web Templates | UiPath Marketplace

Step into the world of effortless automation with UiPath Studio Web, your web-based automation canvas.

Studio Web Templates

With its unmatched availability and legal enforceability, **DocuSign is the go-to solution for businesses** of all sizes when it comes to easily and securely signing, sending, and managing documents in cloud.

  

Establishing a connection with your **DocuSign instance is simple and straightforward**. Step-by-step instructions can be found on the , guiding you through the process with ease.

  

DocuSign connector supports events via polling, **allowing you to stay updated with the latest developments in your documents**. Information about the supported events is available on the , giving you real-time insights into changes and updates.

  

The  in  **enable you to interact with your DocuSign data seamlessly**. These activities provide a wide range of functionalities, including create, read, update, and delete operations on your DocuSign objects. With the , you can automate repetitive tasks, streamline document workflows, and improve productivity.

  

**The UiPath connector is compatible with eSignature v2.1 REST API**, the documentation being available on the . This ensures seamless integration of  DocuSign functionalities into your automation workflows, **enabling you to leverage the full potential of DocuSign** for your business.

DocuSign is a cloud-based service for electronic signatures and approvals.

Transform the way you handle documents and signatures with the efficiency of the UiPath DocuSign connector. By incorporating DocuSign integrations into your workflow, this dynamic partnership ensures a secure, and legally binding electronic signature experience. Enjoy the convenience of legally recognized electronic signatures that meet the highest industry standards for security and compliance.

Say goodbye to the hassles of traditional paperwork and embrace a paperless revolution that saves time, enhances productivity, and revolutionizes your document management.

Boost productivity and simplify document signing processes with efficient DocuSign integrations. Streamline your business documentation today!

Efficient E-Signatures with DocuSign Integrations and Connector

Product Manager

Now UiPath Robots can use DocuSign, allowing you create, update, and send envelopes, manage documents and recipients, and call over 400 distinct operations in DocuSign’s eSignature API giving you broad integration capabilities.

  

This **UiPath Official package** includes the following activities:

  

**DocSign Scope** (provides authentication for all DocuSign all activities)

  

**Invoke Method** (allows you to call any DocuSign eSignature API)

  

**Envelope Activities**:  Create Envelope, Create Envelope from Template, Create Recipients, Get Document, Get Envelope, Get Form Data, Send Envelope, and Update Envelope

  

**Envelope List Activities**: List Attachments, Custom Fields, Documents, Recipients, and Envelope Status Changes

  

**Template Activities**: List Templates, Get Template

  

**Bulk Send Activities**: Get Bulk Send Lists, Get Bulk Send List

  

Click these links for [information](https://docs.uipath.com/integrations/docs/docusign-about), setup, and technical references.

Digital signature automation just got easier with the UiPath DocuSign Activity Pack

Introduction to UiPath Integration with DocuSign
------------------------------------------------

UiPath Robots can use DocuSign, allowing you create, update, and send envelopes, manage documents and recipients, and call over 400 distinct operations in DocuSign’s eSignature API giving you broad integration capabilities.

Activities Included in the UiPath Official Package for DocuSign
---------------------------------------------------------------

The **UiPath Official package** includes the following activities:

*   **DocSign Scope** - provides authentication for all DocuSign all activities.
*   **Invoke Method** - allows you to call any DocuSign eSignature API.
*   **Envelope Activities** - Create Envelope, Create Envelope from Template, Create Recipients, Get Document, Get Envelope, Get Form Data, Send Envelope, and Update Envelope.
*   **Envelope List Activities** - List Attachments, Custom Fields, Documents, Recipients, and Envelope Status Changes.
*   **Template Activities**: List Templates, Get Template.
*   **Bulk Send Activities**: Get Bulk Send Lists, Get Bulk Send List.

Digital signature automation just got easier with the UiPath DocuSign Activity Pack.

This activity package interacts with the DocuSign Platform. It includes Functions for requesting Signature on Documents via DocuSign.

The focus of this package lays on basic functionality of DocuSign: requesting remote Signatures and tracking Status.

You can setup Signing Workflows including a decent amount of roles during a signing process.

This package provides the tools to initiate, track and process a signing workflow with DocuSign's Platform.

*   SignScope  
    
*   Create Document  
    
*   Create Recipient  
    
*   Download Documents  
    
*   List Envelopes  
    
*   Get Envelope Information  
    
*   Send Envelope  
    

Check out Readme for further details.

A set of activities to interact in a very easy way with DocuSign’s API. Define, initiate, monitor and process Document-Signing Workflows

DocuSign is a leading cloud-based service for electronic signatures and approvals, renowned for its unparalleled availability and legal enforceability. It empowers businesses of all sizes to securely sign, send and manage documents in the cloud.

### Getting Started

Integrating DocuSign with UiPath for outbound automation is straightforward. The activities utilize the UiPath Connector for DocuSign to establish an authenticated connection.

Before initiating your first project, ensure you complete the steps outlined in the [Authentication guide](https://docs.uipath.com/integrations/docs/uipath-docusign-docusign-authentication) available in the connector documentation.

### Activities

- [Insert Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-docusign-docusign-insert-record) - Insert a new record. After inserting the record, the activity outputs the String identifier assigned to the new record and the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.
- [Update Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-docusign-docusign-upsert-record) - Replaces an existing record.
- [Delete Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-docusign-docusign-delete-record) - Deletes a record. After deleting the record, the activity outputs the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.
- [Get Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-docusign-docusign-get-record) - Retrieves a record. After retrieving the record, the activity outputs the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.
- [List All Records](https://docs.uipath.com/activities/other/latest/integration-service/uipath-docusign-docusign-list-all-records) - Lists all the records in DocuSign.
- [Create Envelope From Template](https://docs.uipath.com/activities/other/latest/user-guide/create-envelope-from-template) - Creates an envelope using a template and saves it as a draft or sends it to the recipient.
- [Get Form Data](https://docs.uipath.com/activities/other/latest/user-guide/uipath-docusign-docusign-get-form-data) - Retrieve the envelope and tab data (also called form data) from any in-process, completed, or canceled envelope. Recipients who are also full administrators on an account can view form data for any envelopes that another user on the account has sent to them.
- [Send Envelope](https://docs.uipath.com/activities/other/latest/user-guide/send-envelope) - Send a draft envelope in DocuSign.
- [Add Document to Envelope](https://docs.uipath.com/activities/other/latest/user-guide/uipath-docusign-docusign-add-document-to-envelope) - Add a document to an existing envelope in Docusign.
- [Add Recipient to Envelope](https://docs.uipath.com/activities/other/latest/user-guide/add-recipient-to-envelope) - Add a recipient to an existing envelope in DocuSign.
- [Create from Existing Envelope](https://docs.uipath.com/activities/other/latest/user-guide/create-by-copying-envelope) - Create a copy of an existing envelope and save it as a draft.
- [Download Documents of Envelope](https://docs.uipath.com/activities/other/latest/user-guide/download-documents-of-envelope) - Download all the documents of an envelope in DocuSign.
- [Get Template](https://docs.uipath.com/activities/other/latest/user-guide/uipath-docusign-docusign-get-template) - Retrieves the definition of a template from DocuSign.
- [Get Envelope](https://docs.uipath.com/activities/other/latest/user-guide/uipath-docusign-docusign-get-envelope) - Retrieves the envelope status.
- [List All Envelope Recipients](https://docs.uipath.com/activities/other/latest/user-guide/uipath-docusign-docusign-list-all-envelope-recipients) - Retrieves the list of recipients of an envelope.

**Note:** If you're using a version of the DocuSign Activities Pack that does not support Integration Service, you can access its documentation in the [Classic Integrations Activities Guide](https://docs.uipath.com/activities/other/latest/legacy-integrations/docusign-about).

DocuSign is a cloud service for secure electronic signatures and approvals, integrating easily with UiPath for automated workflows.

### Automate Document Storage: Sync Executed DocuSign Documents with Google Drive

With the help of this template, you can automate the process of uploading your executed **DocuSign** documents onto a designated location within your **Google Drive** ecosystem.

This automation serves as a conduit for **document transfer** and can be beneficial in a variety of use cases like:

*   **Contract Management and Legal Operations**
*   **Sales and Customer Relationship Management**
*   **Financial Documentation**
*   **Human Resources and Employee Onboarding**
*   **Vendor and Supplier Management**

Upload Documents (Envelopes) once they are signed in DocuSign to a Google Drive folder.

### Automate the Upload of Signed DocuSign Documents to OneDrive with This Template

Use this template to **automatically upload** signed DocuSign documents (Envelopes) directly into a designated **OneDrive folder**. Simplify your document operations in areas like:

*   **Contract Management**
*   **Human Resources**
*   **Financial Documentation**
*   **Healthcare Records**
*   **Vendor and Supplier Contracts**

Upload documents (Envelopes) once they are signed in DocuSign to a OneDrive folder.

	Template	Apps	Used in
	Upload signed DocuSign documents to Google Drive Upload Documents (Envelopes) once they are signed in DocuSign to a Google Drive folder.		<100 automations
	Upload signed DocuSign documents to OneDrive Upload documents (Envelopes) once they are signed in DocuSign to a OneDrive folder.		<100 automations

	Listing	Apps	Downloads
	DocuSign Digital signature automation just got easier with the UiPath DocuSign Activity Pack.		309
	DocuSign Activites A set of activities to interact in a very easy way with DocuSign’s API. Define, initiate, monitor and process Document-Signing Workflows		287
	DocuSign Activity Package DocuSign is a cloud service for secure electronic signatures and approvals, integrating easily with UiPath for automated workflows.		<100

Streamline Signatures with DocuSign Integrations and Connector

DocuSign connector

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