DocuSign webhook setup and procedure to add recipients to an envelope using a flow - Support and Troubleshooting

DocuSign webhook setup and procedure to add recipients to an envelope using a flow Instructions Steps to Setup DocuSign Webhook:

1. Log in to your DocuSign account.

2. Navigate to ' Settings '.

3. In the left panel, navigate to ' Connect '.

4. Check if the webhook is already created for the instance. You can use the below screenshot as a reference. If the webhook is not created, navigate to ' Add Configuration ' -> ' Custom '.

5. Add the Name , URL to Publish (ServiceNow instance URL as in the screenshot). Select all the Trigger events.

(Select the correct Data Format used to trigger the webhook.)

6. Select ' Include Basic Authentication Header '.

7. Provide the username and password of the ServiceNow instance.

8. Click Add or Save.

After performing these steps, try to execute the Send Envelope flow and check the Envelope table.

Adding recipients to the envelope in Flow:

If you are using the default flow, for the signers to receive the email, the recipient must be added to the envelope. Hence, if the flow is used directly without adding recipients, the envelope will be left without any recipients.

An in-process envelope is an envelope that has not been completed or voided. For the envelope to be marked as complete or rejected, an email should be sent to the required recipients. To add the recipients, you can use either the default DocuSign template or the 'Add Recipient to Envelope' action in your flow.