Docusign Activity - Download eSigned Document

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Madhur Telang

• March 16, 2021 16:18

We have a use case of sending a Docusign template to a signer. Understanding is that since eSign Request activity does not include DocuSign as repository, the template will need to be downloaded at one of the eligible location (google drive, shared folder etc) and then use eSign Request activity to send it across. I have two questions - 

1. Is the approach correct? Or we can pick a template directly from DocuSign server and send to user?

2. Download eSigned Document activity can be used to download the template (using Template ID). Does it require the destination path to be on the application server? I tried to give a shared folder path (agilepoint service account has access) and it did not work.

Thanks.

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  Venkat A

  • March 17, 2021 06:22

  1. Is the approach correct? Or we can pick a template directly from DocuSign server and send to user?

  Ans : Yes this approach is correct. 

  2.Download eSigned Document activity can be used to download the template (using Template ID). Does it require the destination path to be on the application server? I tried to give a shared folder path (agilepoint service account has access) and it did not work.

  Ans: This activity is used for downloading the signed document and not for downloading the template from DocuSign.Suppose the user already signed the document and you will be receiving the document id as the response. You can use document id and download the signed document to  (google drive, shared folder etc)

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  Madhur Telang

  • March 17, 2021 14:56

  Thanks for the response. But both answers are contradicting. Do you mean that template needs to be downloaded manually and cannot be done through activity?

  Is there a way I can automate to send a template for eSign without downloading it? I know there are sample code provided by DocuSign and can be done in powershell activity but that'll require bit more development effort. 

  Thank you again for your inputs.

   

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  Venkat A

  • March 18, 2021 08:41

  Hi Madhur, 

  Sorry for misunderstanding your first question. You can not use the template directly using the Docusign Sign Request Activity. This activity is used for creating the envelope and sending it for signature. If you want to use the existing template for sending signature then you can use REST Activity and pass the template id and other details. Please follow the instructions given in the below link.

  https://drive.google.com/file/d/1Cbria0UGDmy1873_JotxUbl-mBZlECGT/view?usp=sharing

  Thanks,

  Venkat 

   

   

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  Madhur Telang

  • March 27, 2021 16:32

  Hi Venkat,

  Thanks for the response. The link errors out ' No preview available. File is in owner's bin.' Can you directly attach the document?

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  Vinutha C

  • March 28, 2021 02:48
  • Edited

  Hi Madhur,

  Please find the instructions document in below link.

  https://drive.google.com/file/d/1TambuhEa6zSETVzvLw3RAdmy8INIQoUX/view?usp=sharing

  Thanks,

  Vinutha C

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