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Send From Template and Poll

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

Recipe · 2 steps

Send From Template and Poll

with Docusign · Contract Management

Send an envelope from a template by binding a role, then poll to completion.

  1. Create and send an envelope from the named template, binding the supplied recipient to the template role.
  2. Retrieve the envelope status and decide whether to keep polling or stop because signing has reached a terminal state.
What you'll need to have ready
  • accountId: The DocuSign account ID (GUID or short account number).
  • templateId: The ID of the template to base the envelope on.
  • roleName: The role name defined in the template to bind the recipient to.
  • signerName: The full legal name of the recipient.
  • signerEmail: The email address of the recipient.
  • emailSubject: Optional override for the email subject line.
For your developer

Arazzo workflow docusign:send-from-template-and-poll, 2 operations: Envelopes_CreateEnvelope → getV2AccountsByAccountIdEnvelopesByEnvelopeId. Specs on APIs.io.

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