DocuSignInstall

Summary

Creates a DocuSign envelope from an existing server-side template, assigning one recipient to a template role and optionally populating document placeholders via merge fields.

Inputs

• Authentication — Credential type: JWT (Service Integration, default) or OAuth2 (User Authorization).
• Template ID (required) — ID of the DocuSign template to use.
• Email Subject (required) — Subject line of the email sent to the recipient.
• Role Name (required) — Role name defined in the template (default "Signer"); the recipient is assigned to this role.
• Recipient Email (required) — Email address of the recipient; validated before sending.
• Recipient Name (required) — Full name of the recipient.
• Additional Options > Email Message — Email body text sent to recipients.
• Additional Options > Merge Fields — Repeatable placeholder/value pairs (with optional font size, default Size12) used to fill placeholders such as {{FirstName}} in the template document. They are added as text tabs on the template role.

Output shape

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

The source for this handler's body isn't shown in the pack, so the exact response shape and whether the envelope is sent immediately or saved as a draft aren't confirmed. Inputs are validated, and API errors are raised with added context.

Examples

Example 1: Send an NDA template to a new client for signature.

Template ID set to the NDA template, Role Name "Signer", Recipient Email and Name from the incoming item, Email Subject "Please sign this NDA".

Example 2: Pre-fill a contract with client details.

Add Merge Fields: {{Company}} mapped to the company name and {{FirstName}} mapped to the first name, with Font Size set as needed. Add an Email Message.

Links

• n8n community nodes installation guide