DocuSign Scope
AutomatR.DocuSign.Activities.DocuSignScope
The "DocuSign Scope" activity in AutomatR provides a scope for executing activities related to the DocuSign service. This activity facilitates the integration of DocuSign functionalities within automation workflows, allowing users to perform tasks such as sending documents for signature, checking the status of envelopes, and more.
Properties
| Name | Description |
|---|---|
| Input | |
| Account ID | Enter the Account ID associated with your DocuSign account. String variables containing the Account ID. |
| Refresh Token | Clicking on this enables DocuSign OAuth authentication with the option to approve or reject. |
| 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 "DocuSign Scope" 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. |
How to use:
- Drag and drop the "DocuSign Scope" activity onto the workflow.
- Configure the properties by providing the Account ID and, if needed, specifying the delay.
- Click on "Refresh Token" to enable DocuSign OAuth authentication. This step allows you to authenticate with DocuSign and obtain an access token for executing activities within the scope.
- Execute the workflow to perform DocuSign-related activities within the specified scope.
Important Note:
- The "Refresh Token" property is crucial for authenticating with DocuSign. Ensure that you provide the necessary authentication details to enable successful integration with DocuSign.
Example: Consider an example where the "DocuSign Scope" activity is used to perform DocuSign-related activities:
DocuSign Scope:
Account ID: "your_account_id"
Delay: 5
Refresh Token: "your_refresh_token"
- [Other DocuSign activities within the scope]
In this example, the activity establishes a scope for DocuSign-related activities, including a specified delay and OAuth authentication using the provided Account ID and Refresh Token. Other DocuSign activities can be added within this scope for seamless automation of DocuSign processes.