The DocuSign action in Yeeflow is a powerful tool that allows you to send documents for electronic signatures, track their status, and store signed files and audit trails for further processing. This action integrates seamlessly with the DocuSign platform and can be customized for various workflows.
When to Use the DocuSign Action
The DocuSign action is ideal for automating signature collection tasks for various business needs, including:
Automated Document Signing: Automatically send documents to recipients for e-signature as part of a workflow, such as contracts, agreements, or authorization forms.
Approval Processes: Include signed documents as part of multi-step approval workflows to streamline decision-making and documentation.
Compliance Requirements: Ensure that documents are signed securely with a digital audit trail, supporting regulatory compliance.
Contract Management: Simplify the process of sending, tracking, and managing signed contracts to accelerate business operations.
By using this action, you can streamline workflows, reduce manual effort, and enhance operational efficiency.
Configuration Steps
Step 1: Define Action Details
Action Name: Enter a name for the action to identify its purpose in the workflow.
Description: Optionally, add a brief description to explain the action’s functionality or purpose.
Step 2: Select Connection
Select Connection: Choose the DocuSign connection from the dropdown list. Ensure the connection is configured in your Yeeflow account.
Learn more about connections in the Introduction to the Connections Function in Yeeflow Admin Center.
Step 3: Set Document Source
Document Source: Choose the source of the document to be sent.
Options:
Local PDF file
Source File: Specify the file or variable containing the document to send. Use dynamic variables if the document is generated within the workflow.(Example:
Workflow Variables:Attachments.)
Create from template
Select a template: Select the template from the dropdown.
Step 4: Configure Document Output
Save Document To: Choose where to save the document within your workflow.
Document Name: Specify the name of the document. You can use dynamic variables to include identifiers like form IDs.
Extended parameters: If additional customization is needed, use the extended parameters to define specific settings for the DocuSign action.
Sending the Document
Step 5: Define Send Document Parameters
Send Document: Toggle the option to
ONto enable sending the document.Recipients: Add the email address of the recipient(s) who will sign the document.
Subject: Provide a subject line for the email.
Example:
DocuSign Test.
Message: Add a message to guide the recipient.
Example:
Please sign this document.
Configure Execution Results
Step 6: Manage Execution Results
Signed Status: Select a variable to store the signed status of the document.
Save Signed File To: Specify where the signed document will be saved.
Signed Audit Trail: Choose a variable to store the audit trail of the signed document.
With the DocuSign action, you can automate e-signature collection and seamlessly integrate it into your workflows. Whether you’re processing contracts, approvals, or other formal documents, this action enhances efficiency and reduces manual effort.