DocuSignInstall

Summary

Create a new DocuSign envelope, configuring authentication, signers, documents, and optional advanced parameters.

Inputs

• authentication — OAuth2 or JWT integration method for API credentials.
• category — API category selector (e.g., envelopes, templates).
• accountId (required) — DocuSign Account ID (GUID) where the envelope is created.
• emailSubject (required) — Subject line of the email sent to recipients.
• status — Whether to save as draft or send immediately (created or sent).
• signers (required) — Collection of signer configurations, each containing email, name, recipientId, routingOrder, and optional fields like accessCode or clientUserId.
• documents (required) — Collection of document configurations, specifying name, documentId, source, binaryProperty, base64Content, remoteUrl, fileExtension, and ordering.
• additionalFields — Envelope‑level optional settings such as brandId, carbonCopies, envelopeIdStamping, and various permission flags.
• expireAfter — Number of days before the envelope expires (default 120).
• reminderDelay — Days after sending before the first reminder is triggered (default 3).
• reminderFrequency — Interval in days between subsequent reminders (default 2).
• eventNotification — Webhook configuration for envelope events, including URL, event types, and acknowledgment settings.
• signHereTabs — Collection defining auto‑placed signature tabs per signer, with placement method, anchor strings, and offsets.

Output shape

a single envelope object

Returns the created envelope's details (e.g., envelopeId, status). May include error information if creation fails; no pagination.

Examples

Example 1: Create a draft envelope with one PDF document and a single signer.

authentication=OAuth2, accountId=12345678-90ab-cdef-1234-567890abcdef, emailSubject='Please sign', status=created, signers=[{email='signer@example.com', name='John Doe', recipientId='1'}], documents=[{source='binary', name='Contract.pdf', documentId='1'}], expireAfter=120

Example 2: Create an envelope from a template and send immediately.

authentication=OAuth2, accountId=12345678-90ab-cdef-1234-567890abcdef, templateId='abcd-1234', status=sent, additionalFields={brandId='567'}, expireAfter=90

Links

• n8n community nodes installation guide