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Use the DocuSign Envelope Action to Email Documents for Signature (Managed Package)
For the managed package runtime, after you prepare the DocuSign template and map the fields from the Omniscript to the template using an Omnistudio Data Mapper Transform, you can create a DocuSign Envelope Action in the Omniscript. When the action runs, a DocuSign Envelope containing the prefilled document is emailed to one or more recipients for signing or reviewing.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
Before you begin:
To create a DocuSign Envelope Action:
-
From the Omniscript Designer Build tab, drag a DocuSign Envelope
Action element from the Actions section onto the canvas. To run the
action automatically, place it between steps. To run the action when the user clicks
a button, place it within a step.
NoteEdit Block doesn't support the DocuSign Envelope action.
- In the DocuSign Envelope Action properties, click Add Template. The Add Template window opens.
- Select your DocuSign Template.
- In the DR Interface field, enter the name of the Data Mapper Transform.
-
Enter a Signer Name and Signer
Email.
The Signer Name and Signer Email fields support merge fields. For example
%FirstName% %LastName%merges the contents of the FirstName and LastName fields into the Signer Name field during runtime. - Select a template Role. Roles are defined in the DocuSign template.
- If you have more than one recipient, you can override the routing order set in the template by entering a new order in the Routing Order field. Leave the field blank to use the default routing order.
- Click Save. The Add Template window closes.
- Add an Email Subject and Email Body that recipients receive along with the envelope.
