capabilities.work

Draft Envelope Sender View

A 2-step recipe with Docusign. We can help you get access.

Recipe · 2 steps

Draft Envelope Sender View

with Docusign · Contract Management

Create a draft envelope and generate an embedded sender view URL.

  1. Create a draft envelope with one document and a placeholder signer so the sender can complete tagging in the embedded view.
  2. Generate the embedded sender view URL that opens the DocuSign tagging and sending experience for the draft envelope.
What you'll need to have ready
  • accountId: The DocuSign account ID (GUID or short account number).
  • emailSubject: The subject line of the envelope email.
  • signerName: The full legal name of the placeholder signer.
  • signerEmail: The email address of the placeholder signer.
  • documentBase64: The base64-encoded content of the document.
  • returnUrl: The URL DocuSign redirects to after the sending session ends.
  • documentName: The display name of the document.
  • fileExtension: The file extension of the document.
For your developer

Arazzo workflow docusign:draft-envelope-sender-view, 2 operations: Envelopes_CreateEnvelope → EnvelopeViews_CreateSenderView. Specs on APIs.io.