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          Docusign Envelope Action for Integration Procedures

          Docusign Envelope Action for Integration Procedures

          The Docusign Envelope Action emails a set of documents for signing.

          Property

          Description

          Docusign Templates

          Templates for the documents you want signed. See Prepare a DocuSign Template and Omnistudio Data Mapper Transform for Omniscript Use.

          Recipients

          After you add a template, specify the Signer Name, Signer Email, and Template Role for each recipient. Signer Name and Signer Email support merge fields. Template roles are configured during template setup.

          Email Subject

          Subject line for the email requesting signatures.

          Email Body

          Body text for the email requesting signatures.

          Date and Time Formats

          Specify the format for display of date and time values. (More information)

           
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