Action: Add Document to Workspace

Docusign Operation

The Add Document to Workspace action uploads a file to a specified DocuSign workspace for storage or further processing.

Example User Story

I want to automatically add signed contracts to our team’s DocuSign workspace, so everyone can access and review them in one place.

Fields

Field Name	Field Type	Required
workspaceId	String	Yes
documentName	String	Yes
documentContent	String	Yes
accessToken	String	Yes

Related Connections

Docusign

Related Automations

Example link

Code (Apache v2.0): Operation

{
  "handle": "add-document-to-workspace",
  "state": "inDev",
  "meta": {
    "short": "Add Document to Workspace",
    "description": "Uploads a document to a specified Docusign workspace."
  },
  "input": [
    {
      "name": "workspaceId",
      "type": "String",
      "required": true,
      "meta": {
        "description": "The ID of the workspace where the document will be added."
      }
    },
    {
      "name": "documentName",
      "type": "String",
      "required": true,
      "meta": {
        "description": "The name of the document to be uploaded."
      }
    },
    {
      "name": "documentContent",
      "type": "String",
      "required": true,
      "meta": {
        "description": "Base64 encoded content of the document."
      }
    }
  ],
  "output": [
    {
      "name": "documentId",
      "type": "String",
      "selector": ["documentId"],
      "meta": {
        "description": "The ID of the uploaded document."
      }
    }
  ],
  "steps": [
    {
      "type": "http",
      "http": {
        "method": "POST",
        "path": "/v2.1/workspaces/{{workspaceId}}/folders",
        "headers": {
          "Content-Type": "application/json"
        },
        "bodyTemplate": {
          "value": "{\"name\": \"{{documentName}}\", \"content\": \"{{documentContent}}\"}",
          "placeholders": [
            {
              "name": "workspaceId",
              "type": "String",
              "description": "The ID of the workspace where the document will be added.",
              "required": true
            },
            {
              "name": "documentName",
              "type": "String",
              "description": "The name of the document to be uploaded.",
              "required": true
            },
            {
              "name": "documentContent",
              "type": "String",
              "description": "Base64 encoded content of the document.",
              "required": true
            },
            {
              "name": "accessToken",
              "type": "String",
              "description": "Access token for Docusign API authentication.",
              "required": true
            }
          ]
        }
      }
    }
  ]
}