Use “Send a DocuSign template envelope” in Recued. It runs the DocuSign envelope creation from one template with approval before changes are made.

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