Step Name: (Required text field) Sets a name for the workflow step. The product automatically provides a unique name. We recommend keeping the default name. Step Description: (Text field) Describes the step. The description displays below the step in the workflow designer and in the proc...
And after the replacement, the field placements will stay the same if the new document is the same size or has the same number of pages as the previous one. Docusign's editor, on the other hand, doesn't have this replacement option. To replace a document, you'll have to start the ...
Add Custom Field Adds custom field in docusign. Options Accounts (list): Drop down menu of accounts created in docusign. Input Fields Document Document ID (text): Identification code of document. Field Name (text): Name/Title of custom field added to document. Required (text): What a us...
To add a new attribute for provisioning, clickAdd Row, specify the attributes in theUserandDocuSign Accountcolumns, and then clickOK. For example, if you want to add theExternal IDfield, enter$(user.externalId)in theUsercolumn, and then select the corresponding field from the drop-down ...
This action brings back relevant Docusign envelopes based on envelope status, date range, recipient name, recipient email address, envelope title, document name, or envelope custom field value. The output is the title, description, Envelope ID, document names, sender names, envelope status, status...
Moreover, everyone that gets acquainted with Docusign knows about how secure its work is, and we can trust it with the handling of sensitive documents that are necessary in our field to maintain the necessary level of trust and compliance. What do you dislike about Docusign? A disadvantage...
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Connection fieldDescription Endpoint URLFor the developer environment, the endpoint URL is:account-d.docusign.com. For the production platform, the endpoint URL is:account.docusign.com. Tip:For more information, seeEndpointson theDocuSign Developerpage. ...
IMPORTANT:Once you're editing the individual template go to the Data tab. From here you want to add the wordsAuthorized Signatureto the Custom Message field. Then click Save in the top-right. This needs to be done for each form that you want to use with DocuSign. ...
In the Display name field, enter B.Simon. In the User principal name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com. Select the Show password check box, and then write down the value that's displayed in the Password box. Select Review + create. Select...