Docusign CLM Post Operations
In this article
Overview
This snap posts the data for the selected method type and performs the corresponding DocuSign CLM operation.
The supported method types include:
Create/Upload Document
Create Folder
Check in a document version
Post Workflow
Snap Type
DocuSign CLM Post Operations is a write snap that posts data for the supported APIs.
Prerequisites
None.
Limitations and Known Issues
None.
Snap Views
Input
This Snap has at most one document input view. Each document contains data in the form of json..
Output
This Snap has at least one document output view. Each document contains corresponding response in the form of json.
Error
This Snap has at most one document error view and produces zero or more documents in the view. Each document contains the corresponding error record if snap is not able to process data.
Snap Settings
Label required | The name for the Snap. You can modify this to be more specific, especially if you have more than one of the same Snap in your pipeline. |
Account ID required | User can provide the DocuSign Account ID. |
Method type | Â User can select the appropriate method type to process the data. |
Folder ID | This value is required when the method type is Create/Upload Document |
Document ID | This value is required when the method type is Check in a document version(CLM) |
Http Request Body | Value for this property or Upload file property required when the method type is anyone from the below list.
|
Upload file | Value for this property or Upload file property required when the method type is anyone from the below list.
|
Snap Execution optional | Specifies the execution type:
Default value: Execute only |
Note: The data needs to be passed through upstream snaps for the method types : Create Folder(CLM),
Post Workflow(CLM). User can use mapper snap to map the input values with the target schema.
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Snap Pack History
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