Query recipients from Review and Send for Signature step
We have a requirement to send a document using the "Email Document" step to the same recipient used in the "Review and Send for Signature" step. However, we’re unable to retrieve the recipient details during runtime, as the step doesn’t provide any useful output. Additionally, we can't predefine the recipient to use a common variable across both steps.
Is there a way to dynamically access the recipient information—perhaps using XPath or a system variable—so it can be reused in the "Email Document" step?
Page 1 / 1
Hi @Servesh,
The Review and Send for Signature step doesn’t give you anything to use but this step is always paired with the “Wait for Signature” step which does give an XML output that you can use. From the “Wait for Signature” step’s properties, scroll down until you see “Output” and select “Store audit info in a variable”. Name the variable anything you’d like - we usually use something like “SignatureAuditXML”.
From there, once the signature is complete, the recipient information will be stored in the SignatureAuditXML variable and you can use this to update the recipient of the Email Document step.
Hope this helps! Kelly
Thanks @Kelly.Gatling. The output is indeed visible. The next step I need is to send an attachment to those recipients using the Email Documents step immediately - without waiting for the signature events (signed or rejected) to complete. Is this possible?
The best way I can think of to accomplish this is use the ‘Updated’ path coming out of the Wait for Signature step. This will update the SignatureAuditXMl variable with the emails of the recipients. So as to ensure you don’t send too many emails, you’ll have to add some sort of flag/check from the ‘Updated’ path that checks if it’s the first time through, if so, then it will send the email.
Hi @Kelly.Gatling I did try that approach but it was not working. Chris from Docusign support shared following approach which worked for me
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Back to Docusign.com
