I have been working with the DocuSign integration in UiPath for a few weeks. I’m able to connect with the “DocuSign Application Scope”, create an envelope from a template, get the recipients, remove recipients, update a Signers name, etc.
I’m trying to update “Recipient Tabs”, primarily the “TextTabs” in DocuSign to add the data to the form that recipients will see when signing. I create the Envelope from template. When I call the “Invoke DocuSign Operation” using “EnvelopeRecipientTabs: Recipients_PutRecipientTabs” the update is not working. The basic inputs are correct and similar to other successful calls I’m making (accountid, envelopeId, recipientId).
I make this call using (see image) “TabLabel”, “DocumentId”, “RecipientId” and “Value” when constructing the Tab item. After submit, the status shows as Success but the value is not updated in the Envelope in DocuSign. Any help on updating “Recipient Tab” values from UiPath would be appreciated. This is key to being able to send a document for signing because the information in the document is not the same for all users and some of the data is updated by the end user.
Envelope Recipient Tabs item:
New UiPath.DocuSign.EnvelopeRecipientTabs With {
.TextTabs = New List(Of UiPath.DocuSign.Text)({New UiPath.DocuSign.Text With {
.tabLabel = “Text 2a622a21-c6ee-4529-8744-26210c6a1fe3”,
.value = “12345678”
}})
}
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