DocuSign Activity Package

DocuSign is a cloud service for secure electronic signatures and approvals, integrating easily with UiPath for automated 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 available in the connector documentation.

Activities

• 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 - Replaces an existing record.
• 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 - 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 - Lists all the records in DocuSign.
• 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 - 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 - Send a draft envelope in DocuSign.
• Add Document to Envelope - Add a document to an existing envelope in Docusign.
• Add Recipient to Envelope - Add a recipient to an existing envelope in DocuSign.
• Create from Existing Envelope - Create a copy of an existing envelope and save it as a draft.
• Download Documents of Envelope - Download all the documents of an envelope in DocuSign.
• Get Template - Retrieves the definition of a template from DocuSign.
• Get Envelope - Retrieves the envelope status.
• 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.

• Get Envelope
• List All Records
• Envelope Sent to All Recipients
• List All Envelope Recipients
• Add Recipient to Envelope
• Create from Existing Envelope
• Get Form Data
• Create Envelope Using Template
• Insert Record
• Delete Record
• Envelope Created
• Download Documents of Envelope
• Replace Record
• Envelope Signed by All Recipients
• Get Template
• Get Record
• Send Envelope
• Add Document to Envelope