DocuSign - Update or Close Users from Excel INPUT

This bot is based in the DocuSign eSignature REST API. It updates or closes users associated with a particular account that manages them in DocuSign by executing the “/accounts/ {accountId} /users”. HTTP PUT method for updating and the HTTP DELETE method for closing. You cannot delete users in DocuSign, instead, it changes the status to “closed”. The actions are performed according to the data provided in the INPUT Excel file and updates it with the resulting of the execution.

 You can use this bot to:

  • Update or close users in bulk
  • Create different workflows for your teams
  • Use a shared Excel file to update or close users from a specific area

Ready to start using this bot?

Implementation and Configuration Guide [PDF]

 

 This task is compatible with:

  • Automate Ultimate 11.2 and greater
  • Automate Plus 11.2 and greater
  • Automate Desktop 11.2 and greater

 

Price:
Free
Automate Bots are the result of our experience training and implementing Automation initiatives for our customers. All the configurations are maintained by HelpSystems Professional Services. If you need our help to configure a bot, please complete the form here.