I’m very new to the DocuSign API, so apologies if this is a silly question. We have a process in DocuSign where we upload a document, a template is identified automatically then applied, and then the envelope is sent off for signing based on the signers defined in the template (no new recipients added).
In UiPath, I’m having trouble figuring out how to upload a document, apply a template, and send. I’ve had success with the [Get Template] activity, finding it with my Account ID and Template ID, so now I’ve got the template object and ID available for use.
Two of my main questions:
- How do I create a new envelope without defining new recipients (as the recipients are predefined in the template)?
- How do I go about uploading a given file as a document?
Thank you for any insight you can provide.