DocuSign delivery
The DocuSign delivery sends the resulting document to DocuSign for signing.
Before configuring the delivery, connect your DocuSign account in the process:
At this step, you can select an environment: Sandbox or Production. The Sandbox environment allows you to test sending documents for signature without charges, but the documents are not valid. Make sure you have a DocuSign demo account (it’s also called a developer account) to be able to connect to DocuSign Sandbox. Otherwise, select Production.
Once connected, you can customize the DocuSign delivery settings.
Main settings
Specify the email subject and body. See how to use tokens inside these fields.
Add as many recipients as needed and assign roles to them. You can add manually or using tokens dynamically. Check how to specify recipients dynamically based on your data.
Optionally, add an access code by clicking the lock icon next to a recipient. This adds an extra level of security. The recipient must enter the code to view and sign the document.
Advanced settings
Expand the Advanced section to configure more settings:
Enable Sequential signing to control the signing order. Drag and drop recipients to define the sequence in which they sign the document:
You can also configure an expiration period for envelopes and set up reminder notifications. By default, envelopes expire after 120 days. After that, recipients can no longer view or sign them. When reminders are enabled, specify how often notifications are sent. Make sure the reminder frequency is shorter than the expiration period.
Use signature and related tags
DocuSign integration in Plumsail Documents allows you to place anchor text in a document template to define where e-signatures and other fields, such as initials or signing date, should appear for each signer.
How it works:
Insert anchor text (tags) into the document template.
Set the text color to white or match the background to make the tags invisible.
When the document is sent, each signer sees the required fields for signing and completion.
Supported tags:
Tag type |
Signer 1 |
Signer 2 |
Signer 3 |
Signer 4 |
Signer 5 |
|---|---|---|---|---|---|
Signature |
\s1\ |
\s2\ |
\s3\ |
\s4\ |
\s5\ |
Initial |
\i1\ |
\i2\ |
\i3\ |
\i4\ |
\i5\ |
Name |
\n1\ |
\n2\ |
\n3\ |
\n4\ |
\n5\ |
Company |
\co1\ |
\co2\ |
\co3\ |
\co4\ |
\co5\ |
Title |
\t1\ |
\t2\ |
\t3\ |
\t4\ |
\t5\ |
Date signed |
\d1\ |
\d2\ |
\d3\ |
\d4\ |
\d5\ |
First name |
\firstName1\ |
\firstName2\ |
\firstName3\ |
\firstName4\ |
\firstName5\ |
Last name |
\lastName1\ |
\lastName2\ |
\lastName3\ |
\lastName4\ |
\lastName5\ |
Email address |
\emailAddress1\ |
\emailAddress2\ |
\emailAddress3\ |
\emailAddress4\ |
\emailAddress5\ |
Approve |
\approve1\ |
\approve2\ |
\approve3\ |
\approve4\ |
\approve5\ |
Decline |
\decline1\ |
\decline2\ |
\decline3\ |
\decline4\ |
\decline5\ |
See how the tags appear in the document for signers. The name and signing date are filled in automatically.
Add custom DocuSign fields
In some cases, you may need to collect additional information from signers during the signing process. You can add custom fields such as textboxes, checkboxes, and radio buttons directly to the document.
DocuSign delivery supports this. See the Custom DocuSign tags article for detailed instructions.
Specify recipients dynamically based on your data
You can define recipients dynamically using tokens in the Name and Email fields. The data passed to the process determines who receives the document.
The Email field can contain a single address or a list of addresses separated by commas or semicolons:
{
"email": "Derek Clark <d.clark@contoso.com>; Jessica Adams <j.adams@contoso.com>"
}
If you provide a list of recipients in the Email field, the Name field is ignored.
You can specify recipient names in the list by placing names before the email address:
Behavior details:
If no name is provided, the email address is used as the recipient name.
If Sequential signing is enabled, recipients receive the document in the order specified in the list.
If you add an Access code, all recipients in the list receive the same code. To assign different codes, add recipients individually in the Recipients section.
Use tokens inside email subject and body
You can insert values from your data using tokens.
Click { } to open the list of available tokens.
For example, if your data contains a property called address, insert it using the token {{address}}.
Tokens work the same way as in document templates and also support value functions.
You can also use predefined tokens:
{{@date}}- the current date and time{{@number}}- the current document number.
Note