Approval-gated DocuSign envelope creation from one template. It reads the template and recipient roles for context, then creates either a draft or sent envelope through recued-core.docusign.envelope.create_from_template. It does not expose binary uploads, recipient signing URLs, bulk send execution, correction URLs, deletes, purges, or arbitrary endpoint passthrough.

How it works 8 steps

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

Process (8 steps)

■ subject trim

Trim whitespace from setting email subject

■ has_subject compare

Check if subject has data

■ template ?

■ template_recipients ?

■ role_count count

Count items in setting template roles

■ skip_create compare

Check if has subject does not equal true

■ envelope ?

skip: step.skip_create equal true

■ card to_summary

Format results as a summary card

Settings 7 configurable

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

docusign setting =

account id setting =

email blurb setting =

template id setting =

email subject setting =

template roles setting =

envelope status setting = created