Tool

Create draft

DocuSign Create Draft is an advanced tool that streamlines the process of creating and sending digital envelopes or draft envelopes using customizable document templates. Integrated with DocuSign's eSignature API, it facilitates seamless digital document workflows for businesses of all sizes.

docusign

Features

  • Create and send envelopes or prepare draft envelopes effortlessly within your DocuSign account.
  • Utilize customizable document templates to standardize and accelerate document preparation.
  • Personalize email subject lines and messages to enhance communication with recipients.
  • Supports various tab types for flexible document field placements (with some limitations).
  • Fully compliant with DocuSign's eSignature REST API, ensuring secure and reliable digital transactions.

Benefits

  • Speeds up document signing workflows, reducing turnaround time significantly.
  • Enhances recipient experience through tailored email communications.
  • Improves accuracy by using predefined templates, minimizing errors.
  • Facilitates remote and paperless document management, boosting productivity.
  • Integrates seamlessly into existing systems via Pipedream connector for automated processes.

Description

Create and send an envelope, or create a draft envelope. See the documentation here

Parameters

4 parameters

NameTypeDescription
accountrequiredstring

Docusign Account

templaterequiredstring

Document Template. Note: Not all tab types can be set.

emailSubjectrequiredstring

Subject line of email

emailBlurbstring

Email message to recipient. Overrides template setting.

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