DocuSign - Request Single Document Signature by Email from Excel INPUT

This bot is based in the DocuSign eSignature REST API. It creates new envelopes with the file to sign in DocuSign by executing the “/accounts/ {accountId}/envelopes” HTTP POST method with data provided in the INPUT Excel file and updates it with the resulting of the execution. You will be able to decide to send the signature request by email to the recipients or just create the envelopes store them as draft.

You can use this bot to:

  • Request document signature by email from Excel
  • Request document signature in bulk


 This task is compatible with:

  • Automate Ultimate 11.2 and greater
  • Automate Plus 11.2 and greater
  • Automate Desktop 11.2 and greater
Automate Bots are the result of our experience training and implementing Automation initiatives for our customers. All the configurations are maintained by Fortra Professional Services. If you need our help to configure a bot, please complete the form here.