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:

  1. Create/Upload Document

  2. Create Folder

  3. Check in a document version

  4. 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

 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.

  1. Create/Upload Document

  2. Check in a document version(CLM)

Upload file

Value for this property or Upload file property required when the method type is anyone from the below list.

  1. Create/Upload Document

  2. Check in a document version(CLM)

Snap Execution

optional

Specifies the execution type:

  • Validate & Execute: Performs limited execution of the Snap (up to 2000 records based on Preview doc count, default is  50 records) during Pipeline validation; performs full execution of the Snap (unlimited records) during Pipeline execution.

  • Execute only: Performs full execution of the Snap during Pipeline execution; does not execute the Snap during Pipeline validation.

  • Disabled: Disables the Snap and, by extension, its downstream Snaps.

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.

 

Snap Pack History

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