Upload to DocuSign Action - Integration for DocuSign eSignature - English - Foundation 22.1 - OnBase - external

Integration for DocuSign eSignature

Integration for DocuSign eSignature
Foundation 22.1

Uploads the document and any related documents to the DocuSign eSignature system. This actions relies on the Signer Name and Signer Email Keyword Types to have values assigned and a mapping configured for each Keyword Type in the integration's configuration.

Documents are automatically checked out after upload and cannot be modified by other uses until returned to OnBase.


Any related documents must use supported file types to be able to be uploaded to the DocuSign eSignature system. Supported file types include PDF, Image Rendered PDF, image, text, Microsoft Word, and Microsoft Excel. For more information, see your system administrator.