Use the DocuSign Envelope Action to Email Documents for Signature

Send an email with prefilled documents for signing or reviewing. It can be sent to one or more recipients. 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.

1. 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.
   

   Note

   Edit Block doesn't support the DocuSign Envelope action.

2. In the DocuSign Envelope Action properties, click Add Template.
   The Edit Template window opens.
3. Select your DocuSign Template.
4. Enter the name of the Data Mapper Transform.
5. 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.

6. Select a template role.
   Roles are defined in the DocuSign template.
7. 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.
8. Click Save.
   The Add Template window closes.
9. Add an Email Subject and Email Body that recipients receive along with the envelope.
10. If needed, enter display formats for date and time values.