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Get Documents

AutomatR.DocuSign.Activities.GetDocuments

The "Get Documents" activity in AutomatR is part of the DocuSign Document activities package, providing the capability to download all documents associated with a DocuSign envelope and save them as a compressed (.zip) file. This activity streamlines the process of retrieving multiple documents from an envelope for further processing within automation workflows.

Properties

NameDescription
Input
Download DirectoryEnter the file path of the directory where the downloaded documents should be saved. This field supports only Strings or String variables. Example: "C:\Path\To\Your\Download\Directory\"
Envelope IDEnter the Envelope ID from which documents need to be downloaded. This field supports only Strings or String variables.
File NameProvide a file name for the compressed (.zip) file. This field supports only Strings or String variables.
OverwriteIf checked, it enables you to download a file with the same name as the one in the destination location. Boolean variables or Boolean expressions for overwriting existing files.
Optional
DelaySpecifies the amount of time (in seconds) to wait before executing the "Get Documents" activity. This can be useful for handling synchronization issues. Integer variables containing the delay duration. Example: If the amount of time is 1000 milliseconds or 1 sec, i.e., 1.
Misc
Display NameProvides a customizable name for the activity displayed in the workflow. The display name enhances clarity and organization within the automation project. String variables containing the desired display name.
Output
ResponseReturns the full path with the name of the compressed (.zip) file containing all downloaded documents. Variables of data type string to store the path.

How to use:

  1. Drag and drop the "Get Documents" activity onto the workflow.
  2. Configure the properties by specifying the Envelope ID, Download Directory, File Name, and optionally, the Delay and Overwrite.
  3. Execute the workflow to download all documents associated with the specified envelope and save them as a compressed (.zip) file.

Important Note:

  • Ensure that the "Get Documents" activity is used within the scope of the "DocuSign Scope" activity.

Example: Consider an example where the "Get Documents" activity is used to download all documents from an envelope (Envelope ID: "env456") and save them to the directory "C:\DownloadedDocuments" with the file name "AllDocuments":

Get Documents:
Delay: 5
Envelope ID: "env456"
Download Directory: "C:\DownloadedDocuments"
File Name: "AllDocuments"
Overwrite: true
Response: zipFilePath

In this example, the activity downloads all documents from the envelope with ID "env456" and saves them as a compressed (.zip) file named "AllDocuments.zip" in the directory "C:\DownloadedDocuments." The full path of the created zip file is stored in the variable "zipFilePath" for further handling in the workflow.