Docusign · Arazzo Workflow

DocuSign Draft Envelope Sender View

Version 1.0.0

Create a draft envelope with a document, then generate an embedded sender view URL for in-app tagging and sending.

1 workflow 2 source APIs 1 provider
View Spec View on GitHub AgreementsContractsDigital Transaction ManagementDocumentsElectronic SignaturesE-SignatureArazzoWorkflows

Provider

docusign

Workflows

draft-envelope-sender-view
Create a draft envelope and generate an embedded sender view URL.
Creates a draft envelope holding a document and a placeholder signer, then generates the embedded sender view URL for in-app preparation and sending.
2 steps inputs: accountId, documentBase64, documentName, emailSubject, fileExtension, returnUrl, signerEmail, signerName outputs: envelopeId, senderUrl
1
createDraftEnvelope
Create a draft envelope with one document and a placeholder signer so the sender can complete tagging in the embedded view.
2
createSenderView
Generate the embedded sender view URL that opens the DocuSign tagging and sending experience for the draft envelope.

Source API Descriptions

Arazzo Workflow Specification

Raw ↑
arazzo: 1.0.1
info:
  title: DocuSign Draft Envelope Sender View
  summary: Create a draft envelope with a document, then generate an embedded sender view URL for in-app tagging and sending.
  description: >-
    Lets a user finish preparing and sending an envelope inside your
    application using DocuSign's embedded sender experience. The workflow
    creates an envelope in draft (created) status with a single document and
    then generates a sender view URL, which opens the DocuSign tagging and
    sending UI so the user can place tabs, confirm recipients, and send without
    leaving your product. Every step spells out its request inline so the flow
    can be read and executed without opening the underlying OpenAPI
    description.
  version: 1.0.0
  x-realizes-capability-ids:
  - BC-150.10
  x-capability-derivation:
    method: 'deterministic join: sourceDescriptions -> per-tag OpenAPI -> tag/capability edge. No classification at this step.'
    min_confidence: 0.7
    sources:
    - capability_id: BC-150.10
      capability_name: Contract Management
      spec: docusign-envelopes-api-openapi.yml
      confidence: 0.8
    model: Turbo EA Capabilities by Vincent Verdet — Turbo EA, https://github.com/vincentmakes/turbo-ea-capabilities, CC BY 4.0
sourceDescriptions:
- name: envelopesApi
  url: ../openapi/docusign-envelopes-api-openapi.yml
  type: openapi
- name: envelopeviewsApi
  url: ../openapi/docusign-envelopeviews-api-openapi.yml
  type: openapi
workflows:
- workflowId: draft-envelope-sender-view
  summary: Create a draft envelope and generate an embedded sender view URL.
  description: >-
    Creates a draft envelope holding a document and a placeholder signer, then
    generates the embedded sender view URL for in-app preparation and sending.
  inputs:
    type: object
    required:
    - accountId
    - emailSubject
    - signerName
    - signerEmail
    - documentBase64
    - returnUrl
    properties:
      accountId:
        type: string
        description: The DocuSign account ID (GUID or short account number).
      emailSubject:
        type: string
        description: The subject line of the envelope email.
      signerName:
        type: string
        description: The full legal name of the placeholder signer.
      signerEmail:
        type: string
        description: The email address of the placeholder signer.
      documentBase64:
        type: string
        description: The base64-encoded content of the document.
      returnUrl:
        type: string
        description: The URL DocuSign redirects to after the sending session ends.
      documentName:
        type: string
        description: The display name of the document.
        default: Agreement.pdf
      fileExtension:
        type: string
        description: The file extension of the document.
        default: pdf
  steps:
  - stepId: createDraftEnvelope
    description: >-
      Create a draft envelope with one document and a placeholder signer so the
      sender can complete tagging in the embedded view.
    operationId: Envelopes_CreateEnvelope
    parameters:
    - name: accountId
      in: path
      value: $inputs.accountId
    requestBody:
      contentType: application/json
      payload:
        emailSubject: $inputs.emailSubject
        status: created
        documents:
        - documentId: '1'
          name: $inputs.documentName
          fileExtension: $inputs.fileExtension
          documentBase64: $inputs.documentBase64
        recipients:
          signers:
          - recipientId: '1'
            routingOrder: '1'
            name: $inputs.signerName
            email: $inputs.signerEmail
    successCriteria:
    - condition: $statusCode == 201
    outputs:
      envelopeId: $response.body#/envelopeId
  - stepId: createSenderView
    description: >-
      Generate the embedded sender view URL that opens the DocuSign tagging and
      sending experience for the draft envelope.
    operationId: EnvelopeViews_CreateSenderView
    parameters:
    - name: accountId
      in: path
      value: $inputs.accountId
    - name: envelopeId
      in: path
      value: $steps.createDraftEnvelope.outputs.envelopeId
    requestBody:
      contentType: application/json
      payload:
        returnUrl: $inputs.returnUrl
    successCriteria:
    - condition: $statusCode == 201
    outputs:
      senderUrl: $response.body#/url
  outputs:
    envelopeId: $steps.createDraftEnvelope.outputs.envelopeId
    senderUrl: $steps.createSenderView.outputs.senderUrl

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