What does the Send Document for Signature | Advanced (Beta) action do?

This action lets you include Signers, Carbon Copy (CC) recipients, Viewers, Editors, and Witnesses in your Docusign eSign process, bypassing account limits on recipient groups and envelope recipients, while still fully supporting custom HubSpot fields.

This action supports custom HubSpot Fields which still act the same as the Send Document for Signature action you can find out how to display HubSpot properties as fields in a Docusign Envelope.

Configure your Docusign Action

1. Follow the standard Docusign Setup steps (skip the recipient configuration).
2. Configure your Recipients using the multiline method below.

Recipient Configuration Example

Add the following to the multiline text field in your HubSpot Workflow action, the first and last name and email can use data from enrolled task properties.

**signer_1** ; group_1 ; signer_1 ; John Smith ; john.smith@integrationglue.com

**witness_1** ; group_1 ; witness_signer_1 ; Jane Smith ; jane.smith@integrationglue.com

**signer_2** ; group_2 ; signer_2 ; Jane Doe ; jane.doe@integrationglue.com

**witness_2** ; group_2 ; witness_signer_2 ; ; 

**signer_3** ; group_3 ; signer_3 ; Internal Team ; internal@integrationglue.com 

**carbon_copy** ; group_4 ;  carbon_copy_1 ; Carbon Copy; carbon.copy@integrationglue.com

Explanation

• **signer_1** ; group_1 ; signer_1 ; John Smith ; john.smith@integrationglue.com
  • **signer_1**  is the token where Docusign will place the Sign Here field.
  • group_1 is which group the recipient is placed in which changed when they will receive the email 
  • signer_1 is the recipient configuration that tells Docusign that this recipient is a signer & is the first signer.
  • John Smith is the name configuration of the recipient
  • john.smith@integrationglue.com is the email configuration of the recipient
• **witness_1** ; group_1 ; witness_signer_1 ; Jane Smith ; jane.smith@integrationglue.com
  
  • **witness_1**  is the token where Docusign will place the Sign Here field.
  • group_1 is which group the recipient is placed in which changed when they will receive the email 
  • witness_signer_1 is the recipient configuration that tells Docusign that this recipient is a witness  & is the witness  for the first signer.
  • Jane Smith is the name configuration of the recipient
  • jane.smith@integrationglue.com is the email configuration of the recipient
• **signer_2** ; group_2 ; signer_2 ; Jane Doe ; jane.doe@integrationglue.com
  
  • **signer_2**  is the token where Docusign will place the Sign Here field.
  • group_2 is which group the recipient is placed in which changed when they will receive the email 
  • signer_2 is the recipient configuration that tells Docusign that this recipient is a signer & is the second signer.
  • Jane Doe is the name configuration of the recipient
  • jane.doe@integrationglue.com is the email configuration of the recipient
• **witness_2** ; group_2 ; witness_signer_2 ; ; 
  
  • **witness_2**  is the token where Docusign will place the Sign Here field.
  • group_2 is which group the recipient is placed in which changed when they will receive the email 
  • witness_2 is the recipient configuration that tells Docusign that this recipient is a witness  & is the witness  for the first signer.
  •  When the name and email field is empty for a witness it will ask the signer to provide a Name and email for the witness who will receive a email from Docusign to sign

• **signer_3** ; group_3 ; signer_3 ; Internal Team ; internal@integrationglue.com 

  • **signer_3**  is the token where Docusign will place the Sign Here field.
  • group_3 is which group the recipient is placed in which changed when they will receive the email 
  • signer_3 is the recipient configuration that tells Docusign that this recipient is a signer & is the third signer.
  • Internal Team is the name configuration of the recipient
  • internal@integrationglue.com is the email configuration of the recipient
• **carbon_copy** ; group_4 ;  carbon_copy_1 ; Carbon Copy; carbon.copy@integrationglue.com
  
  • **carbon_copy**  is used as a placeholder token. This will not place a Sign Here tab in the document
  • group_4 is which group the recipient is placed in which changed when they will receive the email 
  • carbon_copy_1 is the recipient configuration that tells Docusign that this recipient is a carbon copy & is the first carbon copy.
  • Carbon Copy is the name configuration of the recipient.
  • carbon.copy@integrationglue.com is the email configuration of the recipient.

Configuration Info

The following recipient types are supported. At least one signer is required, all other recipient types  are optional. 

• • signer

• • carbon_copy

  • view

  • edit

  • witness_signer

Document Configuration Info

With the Send Document for Signature | Advanced (Beta) some tokens have been changed from the Send Document for Signature action.

• Date Signed
  • **recipient_token.**date**
  • Signer 1 Example: **signer_1.**date**
• Signature Initials
  • **recipient_token.**initials**
  • Signer 1 Example: **signer_1.**initials**
• Signature Name
  • **recipient_token.**name**
  • Signer 1 Example: **signer_1.**name**
• Recipient Company
  • **recipient_token.**company**
  • Signer 1 Example: **signer_1.**company**
• Recipient Title
  • **recipient_token.**title**
  • Signer 1 Example: **signer_1.**title**