You can download the Nintex Form, Workflow and List template here.
This blog post is based Nintex Documentation about how we can leverage DocuSign actions in our Nintex Workflow. The Nintex connector for DocuSign helps customers with greater ability to drive automation by incorporating e-Signatures capabilities in our Nintex Workflow.
With easy to use Nintex Drag drop designer, Office 365 customers can use configurable DocuSign actions. Nintex Connector for DocuSign for Office 365 has following actions:
Using the workflow actions included with the DocuSign Connector pack, you can send documents in DocuSign envelopes, retrieve the status of DocuSign envelopes, and download documents from DocuSign envelopes.
Step by Step
You create a sample Word Document named SampleNDA.docx. Later use it to specific Document Library in SharePoint. In my case I uploaded to Shared Document/SampleNDA.docx
This task updates the workflow status for the attendee and sets workflow variables used by the sample list workflow.
This task uses the DocuSign send document workflow action to send the document to the attendee, so the attendee can use DocuSign to review and respond to the request.
This task uses the DocuSign retrieve envelope status workflow action to poll the status of the DocuSign envelope that contains the document to be reviewed by the attendee. Once the attendee has reviewed and responded to the request, the workflow updates the workflow status and responds based on the state of the DocuSign envelope.
This task is performed only if the attendee has successfully signed the document in DocuSign. At this point, the sample list workflow downloads and attaches the signed document to the current item in the sample list.
This task is performed only if the attendee declined to sign the sample document, or if the sender voided the DocuSign envelope that contained the document. At this point, the current item in the sample list is deleted.
Starting the workflow
Set up a few TEXT workflow variables as follows:
We need 3 Workflow Variables as shown below.
Add a new Set Workflow Status workflow action to the design canvas, and configure it so that the value of Status is set to "Started".
a) AuthorizingUser: Add a new Set Workflow Variable workflow action to the design canvas, and configure it so that it sets the value of the AuthorizingUser workflow variable to the email address of an appropriate authorizing user in DocuSign.
Note: AuthorizingUser account MUST be on DocuSign account.
b) DocumentToSendURL: Add a new Set Workflow Variable workflow action to the design canvas, and configure it so that it sets the value of the DocumentToSendURL workflow variable to the relative URL of the sample document to be sent by the workflow.
For example, if you uploaded the sample document to the Documents section of your team site, the relative URL should resemble the following example: /Shared%20Documents/SampleNDA.docx
c) FileName: Add a new Set Workflow Variable workflow action to the design canvas, and configure it so that it sets the value of the FileName workflow variable to NDA.docx.
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