![]() For the template name, use the one with "live_" added in the beginning, like "live_". Mapping Document with Data: Map the data source fields to the CSV fields of the form template. Select the SERVICE based on "DocuSign - run WORK" as a DELIVERY SERVICE.ĭata source: Define fields for data received from kintone.ĮNVELOPE: Select the ENVELOPE you created, select the data field to distinguish each form ("QuotationNumber" in this article) for an ENVELOPE field, select "ENVELOPE field" for "Field to Be Activated", and then check "Use as ELSE". Select the SERVICE based on "OPROARTS" as a DOCUMENT SERVICE. Here you define the CSV data received by the WORK to be run. ![]() * Enter the parameter name you specified in WORK 2's upload document service. In this article, this means the work to store a PDF in kintone.Įnter the name of parameter that holds a signed PDF at the time of WORK execution request. Work to be run after DocuSign envelope is finished NameĮnter the name of work to be run after a PDF is signed. Signing after this period doesn't run the subsequent work. This item specifies the period D3Worker waits for work execution after an unsigned PDF is uploaded and until the PDF is signed. Then, select "DocuSign - run WORK" and create a SERVICE.īesides, the part that is not explained in the article above is supposed to be configured as follows. Settings to generate a PDF and send it to DocuSignĪlthough "OPROARTS (different account)" is used in the link, the settings are the same. Mapping data with documents: Since a signed PDF is uploaded, or no document is generated by OPROARTS, keep all items empty. Let's name it DocuSignEnvelopeID.Įnvelope: Select the envelope you created and select "DocuSignEnvelopeID" as an envelope field, select "Envelope field" as "Field to be activated", then check "Use as ELSE". Select the service based on "kintone " as a storage service.ĭata source: As this work receives DocuSign's envelope ID, prepare a field for it. Select the service based on "Upload Document" as document service. Other fields: This time, you don't specify this item. Then, select "kintone " and create a SERVICE.Įnter the ID of app where you store a signed PDF.Įnter the API token of app where you store a signed PDF.Įnter the field code of field where you store a signed PDF.Įnter the field code of field where you store a data file used for form generation. Select "Upload Document" and create a SERVICE. Settings to store a signed PDF in kintone Since WORK 2 is referred to in the settings of service in WORK 1,ĭo settings for the SERVICEs, the ENVELOPE, the WORK used in WORK 2. A WORK to generate a PDF and send it to DocuSignĢ. ![]() You have to do two D3Worker settings separately as follows.ġ. ![]()
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