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.
Before You Start
To get started, ensure you have access to a DocuSign admin account for the integration. If you or your organization hasn’t yet signed up for DocuSign, you can easily create a new account on their website.
For more details, please refer to the DocuSign Action guide.
Setting Up a DocuSign Connection
To begin, navigate to Yeeflow's Admin Center. Click the gear icon located in the top-right corner, then expand the Integrations tab and select Connections. Next, click on "+ New Connection" and choose DocuSign.
A pop-up window will appear where you need to enter a connection name and select the account type as either Production or Demo. Once done, click "Connect", which will prompt another pop-up window to continue the setup.
Configure the DocuSign Action
This section explains how to configure the DocuSign action to send documents for electronic signature and store signing results within your workflow.
Step 1: Add the DocuSign Action
In the Workflow Designer:
Open the workflow where you want to send the document for signature.
(Example: Sales quotation approval workflow.)
From Integration, drag DocuSign into the workflow canvas.
(Example: Add the DocuSign action after the “Generate document” step.)
Connect the DocuSign action after the document generation step.
(Example: Connect it to the step that generates the quotation PDF.)
Step 2: Configure Basic Settings
Action Name
Enter a name to identify the DocuSign action in the workflow.
Description
Optionally add a description to explain the purpose of this action.
Step 3: 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 4: 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 values if the document is generated within the workflow.
(Example: File field Quotation generated by a previous “Generate document” action.)Create from template
Select a template
Select the template from the dropdown list.
Step 5: 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 values to include identifiers such as customer name.
(Example: Sales Quotation for Customer Name.)
Extended Parameters
If additional customization is needed, use the extended parameters to define specific settings for the DocuSign action.
(Example: Define signer role and signature placement using anchor text.)
Sending the Document
Step 6: Define Send Document Parameters
Send Document
Enable this option to automatically send the document for signing.Recipients
Specify the email address of the signer.
This is usually mapped to an email field from the form or data list.
(Example: List field Contact Email.)Subject
Define the subject of the DocuSign email notification.
(Example: Sales Quotation from Yeeflow.)Message
Optionally enter a short message to include in the signing email.
Configure Execution Results
Step 7: 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.
To learn more about how DocuSign is applied within Yeeflow workflows, please refer to the DocuSign Action Setup Guide for Yeeflow Workflow Designer.