The Adobe Workfront Fusion DocuSign modules enable you to monitor and retrieve envelope status, search and retrieve envelopes, or download and send a document to sign in your DocuSign account.
If you need instructions on creating a scenario, see Create a scenario in Adobe Workfront Fusion.
For information about modules, see Modules in Adobe Workfront Fusion.
You must have the following access to use the functionality in this article:
Adobe Workfront plan* | Pro or higher |
Adobe Workfront license* | Plan, Work |
Adobe Workfront Fusion license** |
Current license requirement: No Workfront Fusion license requirement. Or Legacy license requirement: Workfront Fusion for Work Automation and Integration |
Product |
Current product requirement: If you have the Select or Prime Adobe Workfront Plan, your organization must purchase Adobe Workfront Fusion as well as Adobe Workfront to use functionality described in this article. Workfront Fusion is included in the Ultimate Workfront plan. Or Legacy product requirement: Your organization must purchase Adobe Workfront Fusion as well as Adobe Workfront to use functionality described in this article. |
To find out what plan, license type, or access you have, contact your Workfront administrator.
For information on Adobe Workfront Fusion licenses, see Adobe Workfront Fusion licenses.
To use DocuSign modules, you must have a DocuSign account.
To create a connection for your DocuSign modules:
Connection name |
Enter a name for the new DocuSign connection |
Account type | Select whether you the account you want to connect to is a production account or a demo account. |
When you configure DocuSign modules, Workfront Fusion displays the fields listed below. Along with these, additional DocuSign fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.
If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another in Adobe Workfront Fusion.
This trigger module starts a scenario when an envelope is sent, delivered, signed, completed, or declined.
Connection | For instructions about connecting your DocuSign account to Workfront Fusion, see Connect the module's app or web service to Workfront Fusion in the article Create a scenario in Adobe Workfront Fusion. |
Account | Select the account that contains the records you want to watch. |
Event type | Select the type of event that you want to watch.
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Output fields |
Select the fields that you want to include in the module output. |
Limit | Enter or map the maximum number of records you want the module to work with during each scenario execution cycle. |
This action module allows you to perform a custom API call.
Connection | For instructions about connecting your DocuSign account to Workfront Fusion, see Connect DocuSign to Workfront Fusion in this article. |
Account | Enter or map the account that you want to use to access the DocuSign API. |
URL | Type the address on the web server that you want the module to interact with. You can type a relative URL, which means that you don't have to include the protocol (such as For example: |
Method | Select the HTTP request method you need to configure the API call. For more information, see HTTP request methods in Adobe Workfront Fusion. |
Headers | Add the headers of the request in the form of a standard JSON object. This determines the content type of the request. For example, Note: If you're getting errors and it's difficult to determine their origin, consider modifying headers based on the Workfront documentation. If your Custom API Call returns a 422 HTTP Request Error, try using a "Content-Type":"text/plain" header. |
Query String | Add the query for the API call in the form of a standard JSON object. For example: |
Body | Add the body content for the API call in the form of a standard JSON object. Note: When using conditional statements such as |
Limit | Enter or map the maximum number of results to be worked with during one execution cycle. |
Example: List Envelopes
The following API call returns envelopes from the specified date in your DocuSign account:
URL: /v2.1/accounts/{accountId}/envelopes/
Method: GET
Query String:
Key: from_date
Value: YYYY-MM-DD
Specifies when the request begins checking for status changes for envelopes in the account.
The result can be found in the module’s Output under Bundle > Body > envelopes.
In our example, 6 envelopes were returned:
This action module downloads a single document.
Connection | For instructions about connecting your DocuSign account to Workfront Fusion, see Connect DocuSign to Workfront Fusion in this article. |
Account | Select the account that contains the document you want to download. |
Envelope ID | Enter or map the ID of the envelope you want to download. |
Document ID |
Enter or map the ID of the document you want to download. |
Certificate | Select Yes if you want to include the envelope signing certificate in the download. |
Documents by User ID | Select Yes if you want to allow recipients to retrieve documents by User ID. For example, if a user is included in two different routing orders with different visibilities, using this option returns all of the documents from both routings. |
Encrypt | Select Yes if you want the PDF bytes returned in the response to be encrypted for all the key managers configured on your DocuSign account. |
Language | Select the language. |
Show Changes | When set to Yes, any changed fields for the returned PDF are highlighted in yellow and optional signatures or initials are outlined in red. |
Watermark | Select No to remove the watermark from the PDF documents. |
This action module reads information about an envelope in DocuSign using the envelope ID.
Connection | For instructions about connecting your DocuSign account to Workfront Fusion, see Connect DocuSign to Workfront Fusion in this article. |
Account | Select the account that contains the document you want to read information from. |
Envelope ID | Enter or map the ID contains the document you want to read information from. |
Outputs | Select the properties that you want to appear in the module's output. |
This module uploads a specified file to an existing envelope in DocuSign.
Connection | For instructions about connecting your DocuSign account to Workfront Fusion, see Connect DocuSign to Workfront Fusion in this article. |
Account | Select the account that contains the envelope where you want to upload a file. |
Envelope ID | Enter or map the ID of the envelope where you want to upload a file. |
Source file | Select a source file from a previous module, or enter the source file's name and data. |
This action module creates a new envelope from a template. It returns the new envelope’s ID, as well as the status of the new envelope.
Connection | For instructions about connecting your DocuSign account to Workfront Fusion, see Connect the module's app or web service to Workfront Fusion in the article Create a scenario in Adobe Workfront Fusion. |
Account | Select the account that contains the envelope where you want to upload a file. |
Template | Select the template that you want to create the new envelope from. Templates are available based on the Account you selected. |
After creation | Select whether you want to save the envelope as a draft or send it for signing. |
Template recipients | Select the recipient of this envelope |
This action module adds one or more recipients to an existing envelope. If the envelope has already been sent, the recipient is sent an email. This module is not valid for envelopes that have already been completed.
Connection | For instructions about connecting your DocuSign account to Workfront Fusion, see Connect the module's app or web service to Workfront Fusion in the article Create a scenario in Adobe Workfront Fusion. |
Account | Select the account that contains the envelope where you want add recipients. |
Envelope ID | Select the or map the ID of the envelope where you want to add the recipient. |
Recipient type | Select the type of recipient that you want to add to the envelope.
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Enter or map the email address of the recipient you want to add to the envelope. |
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Name | Enter or map the name of the recipient you want to add to the envelope. |
Routing order | Enter or map the routing number for the recipient. Routing number determines the order in which recipients receive and sign your documents. |
Email body | Enter or map the body (content) of the email is sent to the recipent. |
Email subject | Enter or map the subject of the email that is sent to the recipient. | Private message | Only the selected recipient sees the private message, as well as the general message. The private message is limited to 1000 characters. |
Authentication | Select the authentication method that you want to use to confirm the recipient's identity.
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This action module adds a custom field to the document
Connection | For instructions about connecting your DocuSign account to Workfront Fusion, see Connect DocuSign to Workfront Fusion in this article. |
Account | Select the account that contains the document where you want to add a custom field. |
Envelope ID | Enter or map the ID of the envelope that contains the document where you want to add a custom field. |
Field name | Enter or map a name for the new field that you want to add. |
Required | Enable this option if you want the added field to be a required field. |
Show field | Enable this option if you want the field to be visible. |
Value | Enter or map the value (contents) of the added field. |
This action module modifies a custom field using the field name.
Connection | For instructions about connecting your DocuSign account to Workfront Fusion, see Connect DocuSign to Workfront Fusion in this article. |
Account | Select the account that contains the document where you want to modify a custom field. |
Envelope ID | Enter or map the ID of the envelope that contains the document where you want to modify a custom field. |
Field ID | Enter or map the ID of the field you want to modify. |
Field name | Enter or map the name of the field you want to modify. |
Required | Enable this option if you want the modified field to be a required field. |
Show field | Enable this option if you want the field to be visible. |
Value | Enter or map the value (contents) of the modified field. |
This action module sends a draft envelope to its recipients.
Connection | For instructions about connecting your DocuSign account to Workfront Fusion, see Connect DocuSign to Workfront Fusion in this article. |
Account | Select the account that contains the draft envelope that you want to send to its recipients. |
Envelope ID | Enter or map the ID of the draft envelope that you want to send to its recipients. |