How to Add a Signer with a Custom Email in DocuSign¶
Using DocuSign’s Signer entity on a page gives end 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.
Assumptions¶
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
Action Sequence in the element pane and create the following action sequence:- Click Add Action Sequence.
- In the Sequence properties pane edit.
- Type: Reusable Action Sequence
- Sequence Name: Memorable name for the sequence
- Description: Description of what the sequence does
- Click
- 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
Add Action three times to add three actions to the sequence. Click each action in turn, and edit: - Action 1:
- In the third action, click Configure Popup.
Configure the action sequence’s popup [[]]¶
Add the following features to the popup:
- A Field editor with the desired fields (for example, Name and Email).
- 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 end 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
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 end users to activate it.
Add a Button Set and Button [[]]¶
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.
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 end 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
- Action Type: Run Action Sequence.
- Action Sequence: The action sequence you just created.
Add Action. Edit the new action:
- In the Basic tab:
The End 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.