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Send documents for eSignature and manage envelopes with DocuSign

Actions198

Composite Template → Create Envelope

AI-generated

Summary

Creates a DocuSign envelope from one or more server-side templates combined as a composite template, addressed to a single signer. The envelope can be sent immediately or saved as a draft.

Inputs

  • Authentication — Credential type: JWT (Service Integration, default) or OAuth2 (User Authorization).
  • Email Subject (required) — Subject line of the envelope email.
  • Server Template IDs (required) — Comma-separated list of DocuSign template IDs to combine into the envelope.
  • Signer Email (required) — Email address of the signer.
  • Signer Name (required) — Full name of the signer.
  • Role Name (required) — Template role the signer fills; must match a role defined in the templates. Defaults to "Signer".
  • Additional Options — Collection with Send Immediately (boolean, default true; false saves as a draft) and Email Blurb (optional email body text).

Output shape

The DocuSign API response for the created envelope, normally including the envelope ID, status and URI.

The source pack shows only the dispatch stub for this handler, not its body. The exact request payload and return shape are therefore not verified. The properties support only one signer and no inline document overrides.

Examples

Example 1: Send an NDA and an onboarding form template together to a new hire.

Email Subject "Please sign your onboarding documents", Server Template IDs ",", Signer Email/Name from the previous node, Role Name "Signer", Send Immediately true.

Example 2: Prepare a draft envelope for review before sending.

Fill the required fields and set Additional Options > Send Immediately to false, then add an Email Blurb.

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