# DOCUSIGNSEND Workflow Application

## Overview

The **DOCUSIGNSEND** workflow application lets you send one or more documents to DocuSign for electronic signature.

## How it works

* The DOCUSIGNSEND application will create a unique envelope and send it to one or multiple signers.<br>
* You can specify one or multiple files per DOCUSIGNSEND action. To do this, use the `FILEx` parameter, where `x` corresponds to the file number (e.g `FILE1`). At least one file is required.<br>
* You can specify one or multiple signers. To do this, use the combination of `SIGNER_NAME_LIST` and `SIGNER_EMAIL_LIST`. You can also use `SIGNER_NAMEx` and `SIGNER_EMAILx`, where `x` corresponds to the signer number. <br>
* You can specify an access code by signer. To do this, depending on the method you use to specify signers (i.e., with or without `_LIST`), you can use either `SIGNER_ACCESS_CODE_LIST` or `SIGNER_ACCESS_CODEx`, where `x` corresponds to the signer number. <br>
* You can specify the positions of the DocuSign tags for the signer name, the signature location, and the signature date. DocuSign will automatically recognize the tags.<br>
* Application logs are available. These can be specified by setting the value of the `DocuSignSendLogLevel` parameter in the `web.config` file to `0` to deactivate logs, `1` for error logs, `2` for information logs, or `3` for debug logs; the default value is `0`.

## Required parameters

You can use either of the following configurations: with a signers list or with signer numbers.

{% hint style="warning" %}
Signers are handled sequentially, whether configured using a list or using numbers.
{% endhint %}

### With a list of signers

| **Parameter**       | **Type** | **Direction** | **Description**                                                                              |
| ------------------- | -------- | ------------- | -------------------------------------------------------------------------------------------- |
| `SIGNER_NAME_LIST`  | TEXT     | IN            | Names of signers, separated by the value defined in the `DATA_SEPARATOR` parameter           |
| `SIGNER_EMAIL_LIST` | TEXT     | IN            | Emails of signers, separated by the value defined in the `DATA_SEPARATOR` parameter          |
| `FILEx`             | FILE     | IN            | File(s) to send, where `x` corresponds to the file number; you can add one or multiple files |
|                     |          |               |                                                                                              |

### With signer numbers

| **Parameter**   | **Type** | **Direction** | **Description**                                                                                        |
| --------------- | -------- | ------------- | ------------------------------------------------------------------------------------------------------ |
| `SIGNER_NAMEx`  | TEXT     | IN            | Name(s) of signer(s), where `x` corresponds to the signer number; you can add one or multiple signers  |
| `SIGNER_EMAILx` | TEXT     | IN            | Email(s) of signer(s), where `x` corresponds to the signer number; you can add one or multiple signers |
| `FILEx`         | FILE     | IN            | File(s) to send, where `x` corresponds to the file number; you can add one or multiple files           |

## Optional parameters

### DocuSign configuration

There are two ways to configure DocuSign account information: you can define the configuration in the `web.config` file or in the Configuration Panel, or you can manage the configuration on each DOCUSIGNSEND action.

{% hint style="info" %}
These parameters must be associated to a DocuSign account.
{% endhint %}

| **Parameters**         | **Type** | **Direction** | **Description**                                                                                                                                                                                                                                                                                           |
| ---------------------- | -------- | ------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `DOCUSIGN_CLIENT_ID`   | TEXT     | IN            | <p>DocuSign client ID</p><p></p><p>Corresponds to your DocuSign application's <code>Integration Key</code> value<br><br>By default, this value comes from the <code>DocuSignClientId</code> parameter in the <code>web.config</code>.</p>                                                                 |
| `DOCUSIGN_USER_GUID`   | TEXT     | IN            | <p>DocuSign user GUID<br><br>Corresponds to the value of <code>User ID</code> in the DocuSign Control Panel</p><p></p><p>By default, this value comes from the <code>DocuSignUserGuid</code> parameter in the <code>web.config</code>.</p>                                                                |
| `DOCUSIGN_AUTH_SERVER` | TEXT     | IN            | <p>DocuSign Auth server</p><p></p><p>DocuSign values:</p><ul><li><code>account.docusign.com</code> (production)</li><li><code>account-d.docusign.com</code> (demo)</li></ul><p>By default, this value comes from the <code>DocuSignAuthServer</code> parameter in the <code>web.config</code>.</p>        |
| `DOCUSIGN_RSA_KEY`     | TEXT     | IN            | <p>DocuSign RSA key<br><br>By default, this value come from the <code>/Files/DocuSign/rsaKey.pem</code> file.</p>                                                                                                                                                                                         |
| `DOCUSIGN_HOST_SERVER` | TEXT     | IN            | <p>DocuSign host server</p><p></p><p>DocuSign values:</p><ul><li><code><https://docusign.net></code> (production)</li><li><code><https://demo.docusign.net></code> (demo)</li></ul><p>By default, this value comes from the <code>DocuSignHostServer</code> parameter in the <code>web.config</code>.</p> |

### General

| **Parameters**      | **Type** | **Direction** | **Description**                                                                                                                                                                                         |
| ------------------- | -------- | ------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `DATA_SEPARATOR`    | TEXT     | IN            | <p>Separator used to separate <code>SIGNERS\_NAME\_LIST</code>, <code>SIGNERS\_EMAIL\_LIST</code>, and <code>SIGNER\_ACCESS\_CODE\_LIST</code> content <br><strong>Default:</strong> <code>,</code></p> |
| `EMAIL_SUBJECT`     | TEXT     | IN            | <p>Email subject used for the DocuSign envelope<br><strong>Default:</strong><code>Please sign this document sent from WorkflowGen</code></p>                                                            |
| `PREFIX_SIGNHERE`   | TEXT     | IN            | <p>Prefix of the <code>SignHere</code> tag<br><strong>Default:</strong> <code>/s</code></p>                                                                                                             |
| `SUFFIX_SIGNHERE`   | TEXT     | IN            | <p>Suffix of the <code>SignHere</code> tag<br><strong>Default:</strong> <code>/</code></p>                                                                                                              |
| `X_OFFSET_SIGNHERE` | TEXT     | IN            | <p>Vertical alignment of the <code>SignHere</code> tag in pixels<br><strong>Default:</strong> <code>0</code></p>                                                                                        |
| `Y_OFFSET_SIGNHERE` | TEXT     | IN            | <p>Horizontal alignment of the <code>SignHere</code> tag in pixels<br><strong>Default:</strong> <code>0</code></p>                                                                                      |
| `PREFIX_FULLNAME`   | TEXT     | IN            | <p>Prefix of the <code>Full name</code> tag<br><strong>Default:</strong> <code>/f</code></p>                                                                                                            |
| `SUFFIX_FULLNAME`   | TEXT     | IN            | Suffix of the `Full name` tag **Default:** `/`                                                                                                                                                          |
| `X_OFFSET_FULLNAME` | NUMERIC  | IN            | <p>Vertical alignment of the <code>Full name</code> tag in pixels<br><strong>Default:</strong> <code>0</code></p>                                                                                       |
| `Y_OFFSET_FULLNAME` | NUMERIC  | IN            | <p>Horizontal alignment of the <code>Full name</code> tag in pixels<br><strong>Default:</strong> <code>0</code></p>                                                                                     |
| `PREFIX_DATE`       | TEXT     | IN            | <p>Prefix of the <code>Date</code> tag<br><strong>Default:</strong> <code>/d</code></p>                                                                                                                 |
| `SUFFIX_DATE`       | TEXT     | IN            | <p>Suffix of the <code>Date</code> tag<br><strong>Default:</strong> <code>/</code></p>                                                                                                                  |
| `X_OFFSET_DATE`     | NUMERIC  | IN            | <p>Vertical alignment of the <code>Date</code> tag in pixels<br><strong>Default:</strong> <code>0</code></p>                                                                                            |
| `Y_OFFSET_DATE`     | NUMERIC  | IN            | <p>Horizontal alignment of the <code>Date</code> tag in pixels<br><strong>Default:</strong> <code>0</code></p>                                                                                          |

### Return parameter

| **Parameter**          | **Type** | **Direction** | **Description**                                                                                                                                      |
| ---------------------- | -------- | ------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------- |
| `DOCUSIGN_ENVELOPE_ID` | TEXT     | OUT           | Contains the DocuSign envelope ID; you can use this ID in the [DOCUSIGNCHECK](/admin/8.3/docusigncheck-workflow-application.md) workflow application |

## Examples

### With signer list

| **Parameter**             | **Type** | **Direction** | **Value**                               |
| ------------------------- | -------- | ------------- | --------------------------------------- |
| `SIGNER_NAME_LIST`        | TEXT     | IN            | `John Doe,Jack Adi`                     |
| `SIGNER_EMAIL_LIST`       | TEXT     | IN            | `john.doe@email.com,jack.adi@email.com` |
| `SIGNER_ACCESS_CODE_LIST` | TEXT     | IN            | `abc123,def456`                         |
| `FILE1`                   | FILE     | IN            | `contract.pdf`                          |
| `DOCUSIGN_ENVELOPE_ID`    | TEXT     | OUT           | `xxxxx-xxxxx-xxxxx-xxxxx`               |

### With signer number

| **Parameter**          | **Type** | **Direction** | **Value**                 |
| ---------------------- | -------- | ------------- | ------------------------- |
| `SIGNER_NAME1`         | TEXT     | IN            | `John Doe`                |
| `SIGNER_NAME2`         | TEXT     | IN            | `Jack Adi`                |
| `SIGNER_EMAIL1`        | TEXT     | IN            | `john.doe@email.com`      |
| `SIGNER_EMAIL2`        | TEXT     | IN            | `jack.adi@email.com`      |
| `SIGNER_ACCESS_CODE1`  | TEXT     | IN            | `abc123`                  |
| `SIGNER_ACCESS_CODE2`  | TEXT     | IN            | `def456`                  |
| `FILE1`                | FILE     | IN            | `contract.pdf`            |
| `DOCUSIGN_ENVELOPE_ID` | TEXT     | OUT           | `xxxxx-xxxxx-xxxxx-xxxxx` |

### Sending a document with tags

DocuSign lets you specify the location where you want your signer to sign. By default, the tags are `/fx/` for the signer's full name, `/dx/` for the date, and `/sx/` for the `Sign Here` button; `x` corresponds to the signer number.

Add tags to your document, as shown below:

<div align="center"><img src="/files/-MVXGs4rYF9d10L1ZfHM" alt="Adding tags"></div>

Since DocuSign doesn't remove characters from the document and just adds an overload on the tags, you can set the tags' colors to the same color as your background (white, in the following example):

<div align="center"><img src="/files/-MVXHPKBPYkU3U4X-H6L" alt="Tags hidden"></div>

#### Result in DocuSign:

<div align="center"><img src="/files/-MVXml7a4L09AicPO86R" alt="Before signing"></div>

<div align="center"><img src="/files/-MVXmyPVV8OHcNG-8Wab" alt="After signing"></div>


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