Create Envelope from Template

Creates an envelope from template in Docusign.

This node is also exposed as an AI Agent tool.

This node has 1 input port and 1 output port.

Common Properties

Every node shares these.

Name — the node's display name on the canvas.
Color — the node's colour on the canvas.
Delay Before (sec) — wait this long before the node runs.
Delay After (sec) — wait this long after the node runs.
Continue On Error — carry on instead of failing the flow. Defaults to false.

info

When Continue On Error is true the error is not raised at all, so a Catch node will not see it either.

Property	Field	Description
Client ID	`inClientID`	Client ID from Connect node (optional if credentials provided)
Email Message	`inEmailMessage`	Message body for the signature request email (optional)
Email Subject	`inEmailSubject`	Subject line for the signature request email
Template ID	`inTemplateID`	ID of the template to use (get from List Templates node)
Template Roles	`inTemplateRoles`	Role assignments as JSON array: [{"roleName": "Signer1"، "email": "user@example.com"، "name": "John Doe"}]

Property	Field	Description
Envelope ID	`outEnvelopeID`	Unique identifier of the created envelope
Result	`outResult`	Full API response with envelope details
Status	`outStatus`	Current status of the envelope

Property	Field	Description
Credentials	`optCredentials`	Docusign OAuth2 credentials (optional - use instead of Connect node)
Initial Status	`optStatus`	Whether to send immediately or save as draft One of: `sent`, `created`.

A Client ID from this package's Connect node, unless you set credentials directly on this node.
Docusign OAuth2 — Docusign OAuth2 credentials for signing documents
- _redirect_url — Redirect URL (readonly, optional). Add this to your Docusign app's Redirect URIs
- client_id — Integration Key (Client ID) (text, required). Integration Key from Docusign Developer Console
- client_secret — Secret Key (Client Secret) (password, required). Secret Key from Docusign Developer Console
- use_demo — Use Demo Environment (boolean, optional). Use Docusign demo/sandbox environment (uncheck for production)

Store these in a Vault and reference the vault item from the node, rather than typing the secret into the property.