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DocuSign envelope closure watcher lifecycle review

by recued-core v1

Owner-visible list/close role for recued-core/docusign-envelope-closure. It lists bounded active, timed-out, and closed rows. Supplying a timed-out or closed key deletes only that exact terminal row; active watches cannot be deleted here.

Complete workflow

Workflow pack for Recued-sent DocuSign template envelopes. It composes the DocuSign capability pack with a closure ledger: send one template envelope through the existing DocuSign approval gate, persist only the envelope/template/account linkage in data.shared, and let a scheduled watcher re-read that exact envelope until DocuSign reports completed, declined, voided, deleted, or expired. This pack does not duplicate DocuSign reminders, expiration settings, recipient notifications, Connect/webhook administration, or general envelope status dashboards; it adds Recued-visible closure state for envelopes Recued sent.

You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.

Owner-visible list/close role for recued-core/docusign-envelope-closure. It lists bounded active, timed-out, and closed rows. Supplying a timed-out or closed key deletes only that exact terminal row; active watches cannot be deleted here.

docusignwatcherreviewclose
by recued-core pinned v1

Workflow origin for the DocuSign envelope closure loop. It reads one template and its recipient roles for context, creates either a draft or sent envelope through recued-core.docusign.envelope.create_from_template, and when the owner sends an envelope it seeds durable data.shared closure state for docusign-envelope-closure-watcher plus a link from envelope to template. It does not expose binary uploads, recipient signing URLs, bulk send execution, correction URLs, deletes, purges, reminders, Connect/webhook administration, or arbitrary endpoint passthrough.

docusignesignaturetemplateenvelope
by recued-core pinned v1
DocuSign envelope closure watcher
Background automation

Scheduled adopter for DocuSign envelope closure rows seeded by send-docusign-template-envelope-with-closure. It lists only Recued-originated envelope watches, re-reads a bounded batch of envelope from DocuSign, and closes the shared row when DocuSign reports a terminal status. It can notify the owner on completion or exception status, but it never sends reminders, voids envelopes, changes recipients, downloads documents, creates Connect/webhook settings, or calls arbitrary DocuSign endpoints.

docusignesignatureenvelopeclosure
by recued-core pinned v1

Read-only evidence brief for one DocuSign envelope. It reads envelope metadata, recipients, document metadata, audit events, and captured form data, then renders tables for review. It never downloads document binaries, signature images, or recipient ceremony URLs and does not mutate the envelope.

docusignesignatureenvelopeaudit
by recued-core pinned v1

Low-frequency timeout role for recued-core/docusign-envelope-closure. It moves a bounded batch of expired rows from active to timed_out, deletes the active copy only after the durable timeout write succeeds, and notifies the owner once per batch.

docusignwatchertimeoutowner-review
by recued-core pinned v1
View pack details, dependencies, and permissions →
How it works 13 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Data fetch
active_rows ?
timed_out_rows ?
closed_rows ?
Process (10 steps)
close_key trim
Trim whitespace from setting close key
close_is_timed_out starts_with
Check if close key starts with data.shared.recipe.recued-core_docusign-envelope-closure.timed_out.
close_is_closed starts_with
Check if close key starts with data.shared.recipe.recued-core_docusign-envelope-closure.closed.
close_allowed any
Check if any of the conditions are true
close_terminal_row ?
skip: step.close_allowed not_equal true
lifecycle_rows flatten
Flatten nested lists in
shown_rows slice
Take a subset of
row_count count
Count items in lifecycle rows
table to_table
Format results as a data table
summary to_summary
Format results as a summary card
Settings 2 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

close key setting =
row limit setting = 50

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Where it runs

Device + server Runs on your device (browser) or your server.

Data it touches

Warehousedata.shared

About

Tags

docusign watcherreviewcloseclosed-looprole:reviewrole:closebundle:docusign-envelope-closure

Details

13 steps 2 configurable settings recipe_id: review-docusign-envelope-closure-lifecycle