Configuring DocuSign envelopes
Prepare the data items that you need to dynamically create DocuSign envelopes from your application through eSignature REST API calls.
In DocuSign, an envelope is a container for documents that you send to recipients for them to sign. An envelope contains the data for the documents to be signed, signers, recipients, and signature fields.
You can create or retrieve the data required for an envelope, and then convert that data to the format that DocuSign recognizes, by using a series of data transform templates that you gain access to by installing the DocuSign component in your application.
The following figure shows these data transforms and summarizes the types of
information that they control:
- Preparing a DocuSign envelope
Build a request envelope that holds the information that you need to provide to DocuSign to successfully send documents for digital signing.
- Assigning recipients to an envelope
Define the entities that receive a DocuSign envelope by adjusting the pyAssignRecipientsToEnvelope data transform to your business needs.
- Configuring advanced identity verification for envelope recipients
For business objectives that require a high threshold of transaction security, configure your DocuSign integration to require additional authentication from the envelope recipients.
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