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.
Send DocuSign template envelope with closure
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.
Complete workflow
DocuSign Envelope Closure Loop
5 pinned recipes
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.
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.
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.
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.
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.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (28 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
created_envelope_id
default
Apply default
has_created_envelope
compare
Check if created envelope id has data
requested_status_norm
lowercase
Convert setting envelope status to lowercase
requested_status_is_sent
compare
Check if requested status norm equals sent
seeded_at
date_add
Add 0 days to
raw_envelope_key
join
Join items with ":"
envelope_key_colon
replace
Replace text in raw envelope key
envelope_key_slash
replace
Replace text in envelope key colon
envelope_key_dot
replace
Replace text in envelope key slash
envelope_key_at
replace
Replace text in envelope key dot
envelope_key_space
replace
Replace text in envelope key at
envelope_key_left_angle
replace
Replace text in envelope key space
envelope_key_right_angle
replace
Replace text in envelope key left angle
envelope_key_plus
replace
Replace text in envelope key right angle
envelope_key_equals
replace
Replace text in envelope key plus
envelope_key_question
replace
Replace text in envelope key equals
skip_closure_seed
any
Check if any of the conditions are true
closure_timeout_at
date_add
Add setting no response timeout days days to
seed_docusign_closure_watch
?
skip: step.skip_closure_seed equal true
link_envelope_to_template
?
skip: step.has_created_envelope not_equal true
card
to_summary
Format results as a summary card
Settings
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
no response timeout days
setting
=
30
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.