---
schema_version: "1"
id: 97b31b5c05a0225bc92d5433a9dc85fb4b043f4df9549f9a2a41462edae3d539
title: Docusign Envelope Action for Integration Procedures
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/os_docusign_envelope_action_for_integration_procedures_52043.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.os_docusign_envelope_action_for_integration_procedures_52043.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8563541d48ccef131e01a4470c37656898f7ac06954b7758e30b2ce0061e46a8
description: The Docusign Envelope Action emails a set of documents for signing.
products:
  - Omnistudio
release: "264"
---
# Docusign Envelope Action for Integration Procedures

The Docusign Envelope Action emails a set of documents for signing.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
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        <col>
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      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d95074e34">
            <p style="margin-bottom:0;">Property</p>
          </th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d95074e40">
            <p style="margin-bottom:0;">Description</p>
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      <tbody>
        <tr class="">
          <td data-label="Property" class="slds-cell-wrap" style="vertical-align:top;" headers="d95074e34 ">
            <p style="margin-bottom:0;">Docusign Templates</p>
          </td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d95074e40 ">
            <p style="margin-bottom:0;">Templates for the documents you want signed. See <a href="https://help.salesforce.com/s/articleView?id=xcloud.os_preparing_a_docusign_template_for_omniscript_23789.htm&amp;release=264.0.0&amp;type=5" title="Prepare DocuSign templates to receive data from Omniscripts or Integration Procedures. Retrieve those templates in Omnistudio. Then map Omniscript data to a template using a Data Mapper Transform.">Prepare a DocuSign Template and Omnistudio Data Mapper Transform for Omniscript Use</a>.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Property" class="slds-cell-wrap" style="vertical-align:top;" headers="d95074e34 ">
            <p style="margin-bottom:0;">Recipients</p>
          </td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d95074e40 ">
            <p style="margin-bottom:0;">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.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Property" class="slds-cell-wrap" style="vertical-align:top;" headers="d95074e34 ">
            <p style="margin-bottom:0;">Email Subject</p>
          </td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d95074e40 ">
            <p style="margin-bottom:0;">Subject line for the email requesting signatures.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Property" class="slds-cell-wrap" style="vertical-align:top;" headers="d95074e34 ">
            <p style="margin-bottom:0;">Email Body</p>
          </td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d95074e40 ">
            <p style="margin-bottom:0;">Body text for the email requesting signatures.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Property" class="slds-cell-wrap" style="vertical-align:top;" headers="d95074e34 ">
            <p style="margin-bottom:0;">Date and Time Formats</p>
          </td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d95074e40 ">
            <p style="margin-bottom:0;">Specify the format for display of date and time values. (<a href="https://momentjs.com/docs/#/displaying/" target="_blank">More information</a>)</p>
          </td>

        </tr>
      </tbody>
    </table>

#### See Also

- [Integrate DocuSign with Omniscripts](https://help.salesforce.com/s/articleView?id=xcloud.os_integrate_docusign_with_omniscripts_23535.htm&release=264.0.0&type=5 "Enable users to either sign DocuSign forms in an Omniscript or email a user a copy of the document to sign at their convenience. DocuSign integration requires an active DocuSign account.")
- [Use the DocuSign Envelope Action to Email Documents for Signature](https://help.salesforce.com/s/articleView?id=xcloud.os_using_the_docusign_envelope_action_to_email_documents_for_signature_23924.htm&release=264.0.0&type=5 "Send an email with prefilled documents for signing or reviewing. It can be sent to one or more recipients. After you prepare the DocuSign template and map the fields from the Omniscript to the template using an Omnistudio Data Mapper Transform, you can create a DocuSign Envelope Action in the Omniscript. When the action runs, a DocuSign Envelope containing the prefilled document is emailed to one or more recipients for signing or reviewing.")
- [Prepare a DocuSign Template and Omnistudio Data Mapper Transform for Omniscript Use](https://help.salesforce.com/s/articleView?id=xcloud.os_preparing_a_docusign_template_for_omniscript_23789.htm&release=264.0.0&type=5 "Prepare DocuSign templates to receive data from Omniscripts or Integration Procedures. Retrieve those templates in Omnistudio. Then map Omniscript data to a template using a Data Mapper Transform.")