The Docusign Envelope Action emails a set of documents for signing.
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Property |
Description |
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Docusign Templates |
Templates for the documents you want signed. See Prepare a DocuSign Template and Omnistudio Data Mapper Transform for Omniscript Use. |
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Recipients |
After you add a template, specify the Signer Name, Signer Email, and Template Role for each recipient. Signer Name and Signer Email support merge fields. Template roles are configured during template setup. |
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Email Subject |
Subject line for the email requesting signatures. |
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Email Body |
Body text for the email requesting signatures. |
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Date and Time Formats |
Specify the format for display of date and time values. (More information) |