Creates and sends an envelope or creates a draft envelope.

Table Specific Information

Execute

Create the envelope.

The required columns to run the stored procedure are EmailSubject, DocumentId, FileLocation or Content. While parsing single signers, the SignersRecipientId column might also be required. If you use CarbonCopies, you might also need to include the CcEmail and CcRecipientId columns.

EXECUTE CreateAndSendEnvelope EmailSubject = 'Please sign this document', FileName = 'sample', DocumentId = '1', CcEmail = '[email protected]', SignersRecipientId = '1', CcRecipientId = '2', FileLocation = 'C:/Users/cdata/Downloads/sample.pdf'

If you are using a document other than PDF, DocumentFileExtension is mandatory.

EXECUTE CreateAndSendEnvelope EmailSubject = 'Please sign this document', FileName = 'sample', DocumentId = '1', DocumentFileExtension = 'docx', CcEmail = '[email protected]', SignersRecipientId = '1', CcRecipientId = '2', Content = InputStream

Create the envelope with customfields. The possible columns for customfields are CustomFieldName, CustomFieldId, CustomFieldShow, CustomFieldRequired, CustomFieldValue, CustomFieldConfigurationType, CustomFieldType and CustomFieldListItems.

INSERT INTO CreateAndSendEnvelope#TEMP (CustomFieldtest, CustomFieldValue, CustomFieldId, CustomFieldType) VALUES ('vk', 'test', 1, TextCustomFields)
EXECUTE CreateAndSendEnvelope EmailSubject = 'Please sign this document', FileName = 'sample', DocumentId = 1, CCEmail = '[email protected]', SignersRecipientId = 2, CcRecipientId = 1, FileLocation = 'C:/Users/cdata/Downloads/sample.pdf', CustomFieldAggregate = 'CreateAndSendEnvelope#TEMP' 

INSERT INTO CreateAndSendEnvelope#TEMP (CustomFieldName, CustomFieldValue, CustomFieldId, CustomFieldType) VALUES ('test2', 'test_custom',480730, TextCustomFields)
INSERT INTO CreateAndSendEnvelope#TEMP (CustomFieldName, CustomFieldValue, CustomFieldId, CustomFieldType) VALUES ('test21', 'test_custom1',480731, ListCustomFields)
EXEC CreateandSendEnvelope EmailSubject=?,CustomFieldAggregate=?","test,CreateAndSendEnvelope#TEMP

The second way of using the Stored Procedure is by adding the aggregate itself:

EXEC CreateandSendEnvelope EmailSubject=?,DocumentId=?,FileLocation='D:\\\\Raj Shekhar Gupta\\\\testing.pdf',FileName=?,CustomFieldAggregate='{\"listCustomFields\": [{\"name\": \"Customfieldstest1\",\"show\": \"true\",\"required\": \"true\",\"value\": \"anirudhtest\"}]}'","Please sign this document on priority,122,testing123"

Create the envelope with multiple values of Signers, CarbonCopies and Documents by adding the aggregate itself for SignersAggregate, CarbonCopiesAggregate and DocumentsAggregate. In case

EXEC CreateandSendEnvelope EmailSubject=?,DocumentId=?,FileLocation='D:\\\\Raj Shekhar Gupta\\\\testing.pdf',FileName=?,CarbonCopiesAggregate='[{\"email\": \"[email protected]\",\"name\": \"anirudhk\"}]',CustomFieldAggregate='{\"listCustomFields\": [{\"name\": \"Customfieldstest1\",\"show\": \"true\",\"required\": \"true\",\"value\": \"anirudhtest\"}]}',SignersAggregate='[{\"email\": \"[email protected]\",\"name\": \"raj\",\"recipientId\": \"84570874\",\"tabs\": {\"signHereTabs\": [{\"anchorYOffset\": \"10\",\"anchorString\":\"signature_1\",\"anchorUnits\": \"pixels\",\"anchorXOffset\": \"20\"}]}}]'","Please sign this document on priority,122,testing123

Create the envelope with multiple values of Documents by adding the aggregate itself for DocumentsAggregate and providing the base64encoded value for the document.

EXEC CreateandSendEnvelope EmailSubject='Please reply',CarbonCopiesAggregate='[{\"email\": \"[email protected]\",\"recipientId\": \"7\",\"name\": \"anirudhk\"}]',DocumentsAggregate='[{\"documentBase64\": \"encoded\",\"name\": \"testing\",\"documentId\": \"122\"},{\"documentBase64\": \"encoded\",\"documentId\": \"124\",\"name\":\"anirudh\"}]';

Note: When using this stored procedure, please avoid including a suffix for the file in the FileName input (such as DOCX, PDF, or HTML). Use DocumentFileExtension instead.

Input

Name	Type	Required	Description
Status	String	False	Set the status to 'sent' to send the envelope to recipients immediately, or set the status to 'created' to save the envelope as a draft. The default value is 'created'. The allowed values are sent, created.
EmailSubject	String	True	The subject line of the email sent to recipients with the envelope.
DocumentId	String	False	The unique identifier for the document within the envelope.
DocumentFileExtension	String	False	The file extension of the document. This input is mandatory if the file is not a PDF. The allowed values are docx, pdf, html.
FileLocation	String	False	The file location, such as 'C:\File.pdf'. Use if not providing a stream.
FileName	String	False	The name of the document file. Required if Content is provided. Do not include a file extension here. Use DocumentFileExtension instead.
SignersEmail	String	False	The email Id of the document's signer.
SignersRoutingOrder	String	False	The routing order for the document's signers.
SignersRecipientId	String	False	The signer's recipient Id.
SignersName	String	False	The full name of the document signer.
CcEmail	String	False	The email Id of the carbon copy (CC) recipient.
CcName	String	False	The full name of the CC recipient.
CcRecipientId	String	False	The Id of the CC recipient.
CcRoutingOrder	String	False	The routing order for the CC recipients.
CustomFieldAggregate	String	False	Aggregated custom field data. The possible columns are CustomFieldName, CustomFieldId, CustomFieldShow, CustomFieldRequired, CustomFieldValue, CustomFieldConfiguration, and CustomFieldListItems.
CarbonCopiesAggregate	String	False	A structured list of CC recipients. Use instead of individual CC fields for bulk operations.
SignersAggregate	String	False	A structured list of signers with full metadata. Use instead of individual signer fields for bulk signer input.
DocumentsAggregate	String	False	A structured list of documents to include in the envelope. Use when sending multiple documents.

Result Set Columns

Name	Type	Description
Success	String	Determines whether the operation was successful.