How to Add a Signer with a Custom Email in DocuSign

Using DocuSign’s Signer entity on a page gives users a quick way to add a signer to an established envelope. The new signer then receives the envelope via the original email message.

But what if you want to be able to add new signers with a custom message? Use the DocuSign data source action Add Signer to Envelope with Custom Email.

Note

This tutorial assumes you have:

  • a Docusign data source type
  • a Skuid page with a model on the DocuSign Signer entity
  • A table on the page (on the Docusign Signer entity) that successfully lists all current signers to a designated envelope.

Create a New Model

Create a new model on the Signer entity, one that will be used by the action sequence. (Be sure to use a distinct name for this model, to distinguish it from the one used by the Signer Table.)

Warning

It is necessary to have a second Signer model for the action sequence. Using the same model as you use on the Table will result in errors.

Create an Action Sequence

In the element pane, click fa-cogs Action Sequence in the element pane and create the following action sequence:

  1. Click fa-plus-circle Add Action Sequence.
  2. In the Sequence properties pane edit.
    • Type: Reusable Action Sequence
    • Sequence Name: Memorable name for the sequence
    • Description: Description of what the sequence does
  3. Click fa-plus-circle Add Action three times to add three actions to the sequence. Click each action in turn, and edit:
    • Action 1:
      • Action Type: Show Message and block UI
      • Message: Loading
      • Timeout (seconds): 1
    • Action 2:
      • Action Type: Create new row(s)
      • Model: Use the model you created in the first step (not the Table’s Signer entity model)
      • Place row at …: Start of Model Data
      • Have associated Components initially show this row in …: Edit mode
      • Rows to use: None
    • Action 3:
      • Action Type: Show Popup
  4. In the third action, click Configure Popup.

Configure the action sequence’s popup [[]]

Add the following features to the popup:

  1. A Field editor with the desired fields (for example, Name and Email).
  2. A Button Set with a new button with the following settings in the Basic tab:
    • Button Type: Run Multiple Actions
    • Button Label: Add a “call to action” for the user, for example, “Send email to new signer,” one that tells them this button completes the action.
    • Button Icon (optional): Add an icon.

Add actions to the popup’s Button Set [[]]

In the Actions tab, click fa-plus-circle Add Action six times to add six actions to the button, then click each action in turn and edit:

  • Action 1:
    • Action Type: Show Message and block UI
    • Message: Loading
    • Timeout (seconds): 1
  • Action 2:
    • Action Type: Run Data Source Action
    • Data Source: DocuSign
    • Action: Adding Signer to Envelope with Custom Email.
    • Subject Line: The subject line for the custom email.
    • Email Body: The body of the custom email.
  • Action 3:
    • Action Type: Query Model
    • Model: The model for the Signer entity
    • Query Behavior: Standard - Completely Replace Data
  • Action 4:
    • Action Type: Remove all rows from Model.
    • Models to Employ: Use the new Signer entity model created in the first step (not the Table’s Signer entity model).
  • Action 5:
    • Action Type: Close all Popups
  • Action 6:
    • Action Type: Unblock the UI

Close the popup (and perform a short victory lap).

Now that you have the action sequence, you need to provide a way for users to activate it.

Add a Button Set and Button

  1. On the page with the Table that’s listing the current signers, add a Button Set or Page Title component.

    Note

    Make sure it’s on the Signer entity model used for the Table.

  2. Add a button, and click it, then edit:

    • In the Basic tab:
      • Button Type: Run Multiple Actions
      • Button Name: Use a name that will serve as a call-to-action for the user to start the process, for example, “Add new signer with custom email.”
      • Button Icon: Select an icon to display in the row.
    • In the Actions tab, click fa-plus-circle Add Action. Edit the new action:
      • Action Type: Run Action Sequence.
      • Action Sequence: The action sequence you just created.

The User’s Experience

The user clicks the button on the Button Set to open a popup where they can add a new signer. Then, they click the button within the popup to complete the action (save the new signer and send them a custom email).

The new signer will appear in the Table once the popup has closed.