DocuSign
Google Forms + DocuSign Integration
Create and Send DocuSign Envelopes on Google Form Submissions
What is Form Director?
Form Director is a Google Workspace add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.
Installation:
It is available in the Google workspace Marketplace.
Please check installation instructions to install the add-on.
What is DocuSign?
DocuSign is a comprehensive platform designed to streamline your document management processes and enhance your organization's efficiency.
With DocuSign, you can easily create, send, and electronically sign documents, reducing paperwork and accelerating workflows. Whether you need to collect signatures, automate document approvals, or manage contracts, DocuSign offers a user-friendly solution that simplifies document handling and helps you stay organized.
Google Forms to DocuSign: Use Case(s)
> "Create and Send Envelopes" in DocuSign on Google Form Submission
Google Forms
Create and Send a Envelope on Form Submit
Form Director
DocuSign
Create and Send an Envelope.
Choose DocuSign from the list of apps
Name your service
Choose Create and send the envelope under services
Configuring DocuSign
Mention the required Integration Key.
Mention the required Secret Key.
How to get your Integration Key and Secret Key
To obtain your Integration Key and Secret Key, you will need to register your application with DocuSign Developer. Please follow the link below for a step-by-step guide on how to register your app with DocuSign:
Register Your App with DocuSign
Here are the key details you'll need for your integration:
Integration Key: Your Integration Key
Secret Key: Your Secret Key
Redirect URI: https://script.google.com/macros/d/1zsfEhZJWugBDNNS4aolDdHD8tWholgRfHZ4SXKEqvJc-l3cj5S1xpvQ8/usercallback
Origin URLs: https://script.google.com
Allowed HTTP Methods: GET, POST, PUT
These keys and settings are essential for a successful integration with DocuSign. Please ensure that you follow the registration process carefully to set up your app correctly.
Authorize with DocuSign
Click on 'Connect to DocuSign' to authorize with DocuSign
Configure/Select DocuSign Template
Choose a Template from the DocuSign Template List
Mapping
Click Setup Mapping and setup the mapping.
Click on the add icon to add new mapping
Once you have done mapping you can save the service
Note : Mapping should be done between app field and form field of same type.
Notification
Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.
Email Template
Send your own customized emails on form submission to your audience.
Attachment
Click Pick Drive Files to attach files to Email.
Finish setting up
Save service
You are all set to create and send the envelope on your Google Form submission.
Submit the Form
Submit the Google Form
See DocuSign Envelope in Email Inbox
