Create Envelope From Template

AutomatR.DocuSign.Activities.CreateEnvelopeFromTemplate

The "Create Envelope From Template" activity in AutomatR is part of the DocuSign activities package, allowing the creation and sending of an envelope based on a template. This activity simplifies the process of sending predefined templates, enhancing the efficiency of automation workflows.

Properties

Name	Description
Input
Template ID	Enter the ID of the template to be used for creating the envelope. String variables containing the template ID.
Recipients Data	Enter a list of Signer objects representing the recipients to be included in the envelope. Each object should contain properties such as Email, Name, and RoleName.
Email Subject	Enter the email subject for the envelope. String variables containing the email subject.
Email Body	Enter the email body for the envelope. String variables containing the email body.
Document Details	Enter a list of Document objects representing the documents to be included in the template. Each Document object should contain properties such as DocumentId, Name, and DocumentBase64 (Provide the file path here).
Misc
Display Name	Provides 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.
Optional
Delay	Specifies the amount of time (in seconds) to wait before executing the "Create Envelope From Template" 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.
Output
Response	Returns the created envelope information with the data type EnvelopeSummary. Variables of type EnvelopeSummary to store the response.

How to use:

1. Drag and drop the "Create Envelope From Template" activity onto the workflow.
2. Configure the properties by specifying the template ID, recipients' data, email subject, email body, and document details if needed.
3. Optionally, configure the delay.
4. Execute the workflow to create and send an envelope based on the specified template.

Example: Consider an example where the "Create Envelope From Template" activity is used to create an envelope from a template:

Create Envelope From Template:
  Delay: 5
  Template ID: "template123"
  Recipients Data: [{"recipient1@example.com":"John Doe", "recipient2@example.com":"Jane Doe"}]
  Email Subject: "Sign this document"
  Email Body: "Please sign the attached document."
  Document Details: [{"DocumentId": "doc1", "Name": "Agreement.pdf", "DocumentBase64": "C:\Documents\Agreement.pdf"}]
  Response: envelopeSummary

In this example, the activity creates an envelope from the specified template with recipients, email subject, email body, and an attached document. The response from the activity, including the envelope summary, is stored for further handling in the workflow.