DocuSign Approval

DocuSign is a widely used electronic signature platform that enables individuals and organizations to sign, send, and manage documents digitally in a secure and legally compliant manner. It eliminates the need for physical paperwork by allowing users to electronically sign agreements from any device, anywhere.

A DocuSign-based approval task can be configured to ensure that approvals are completed before progressing to the next stage in the pipeline. It can be added as follows:

Fill in the required details:

Field	Description
Name	Enter a name for the DocuSign approval task. Note: Only letters, numbers, underscores (_), and periods (.) are allowed.
Description	Provide a short description of the task to help identify its purpose (e.g., “Approval required before deployment to QA”).
Assign To	Choose how the approval responsibility is assigned: • User: Select a specific individual from the list. Only this user can complete the approval. • Role: Assign based on a role; any user within that role can approve the task. Useful for team-based approvals. • Custom: Use custom logic to define approvers dynamically (if supported by the platform).
Credentials	Credentials are required to authenticate with DocuSign. Manual Upload: Manually upload the signed document after completing the signing process outside ReleaseOwl. • Use Template: Select this to use a predefined DocuSign template. After choosing Get Templates, the signing request is initiated, and the signed document will be received directly within ReleaseOwl through DocuSign integration.
Subject	Optional subject line that appears in the DocuSign approval email. Helps the recipient quickly understand the approval request.
Add Recipients	Add the users who need to act on the DocuSign task. For each recipient, provide the following: • Name: Full name of the signer or recipient. • Email ID: Email address where the DocuSign request will be sent. • Order: The signing order if multiple recipients are involved. • Type: Defines recipient role, e.g., Signer, Approver, CC. • Group: (Optional) Group the recipient is associated with, if applicable.