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Configuring DocuSign envelopes

Updated on April 6, 2022

Prepare the data items that you need to dynamically create DocuSign envelopes from your application through eSignature REST API calls.

In DocuSign, an envelope is a container for documents that you send to recipients for them to sign. An envelope contains the data for the documents to be signed, signers, recipients, and signature fields.

Before you begin:

Import the DocuSign component into your application, and then configure the connection details. For more information, see Connecting your application to DocuSign.

You can create or retrieve the data required for an envelope, and then convert that data to the format that DocuSign recognizes, by using a series of data transform templates that you gain access to by installing the DocuSign component in your application.

The following figure shows these data transforms and summarizes the types of information that they control:

Data transforms for creating a DocuSign envelope
Diagram with the data transforms that you need to create a DocuSign envelope.
What to do next: Perform the following tasks to adjust the out-of-the-box data transform templates to your business needs:

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