DocuSign delivery

The DocuSign delivery sends the resulting document to DocuSign for signing.

First of all, you need to connect to your DocuSign account from the Plumsail account.

connect to DocuSign

At this step, you can select an environment - either Sandbox or Production. Sandbox environment allows you to test sending documents for signature without being charged, but documents won’t be 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.

After you connected, you can customize the DocuSign delivery settings.

Main settings

Fill in email subject and body:

fill in email subject and body

Add recipients - as many as you need. Assign roles to them:

roles of recipients in DocuSign delivery

Sequential signing and other advanced settings

Expand Advanced to customize more settings:

advanced DocuSign delivery settings

Here you can switch on Sequential signing, then just drag and drop recipients to define an order in which they should sign the document.

drag and drop recipients to change the sequence of signing

And you can set the expiration period and sending reminders.

Add custom tags like textboxes, checkboxes, radio buttons, and more

Sometimes it’s required to collect an additional information from signers during the signing process. In this case, it may be useful to place some textboxes, checkboxes and radio buttons inside the document.

DocuSign delivery supports this. Read the article for detailed instructions.

Specify recipients dynamically based on your data

You may want to set recipients dynamically for each document. In this case, you can use tokens inside the Email field. Data passed to the process will define who will receive the document.

tokens inside DocuSign recipients

The token can contain not only one email address but the list of them comma- or semicolon-separated. Like this:

    "email": "Derek Clark <>; Jessica Adams <>"

Mind that if you put the list of recipients into the single field, the information you typed in the Name field will be skipped.

You can specify recipient names in the list by placing names before the email address.

name before email

Or you can omit that, and the email address will be displayed as a recipient name.

In case Sequential signing is enabled, the order in which recipients receive the document will be the same as in the list.

Use tokens inside email subject and body

You can insert values from your data using tokens. Their list is available by clicking { }.

Let us assume your data has property address. In this case, you can include it using token {{address}}. The tokens work in the same way as in document templates including value formatters.

Additionally, you can use predefined tokens:

  • {{@date}} - full current date with time,

  • {{@number}} - the current document number.