Send Envelope

Sends a draft envelope by updating its status to ‘sent’. Use this for envelopes that were created with status ‘created’.

Overview

• Purpose: Send a previously created draft envelope to recipients.
• Use Cases: Review-then-send workflow, scheduled sending, conditional sending based on business logic.
• API Method: PUT /envelopes/send

Required Input Fields

Envelope ID: The unique identifier of the draft envelope to send. The envelope must have status ‘created’.

Prerequisites

• Draft Status: The envelope must currently have status ‘created’ (draft mode).
• Complete Configuration: All required recipients and documents must be properly configured.
• Valid Recipients: All recipient email addresses must be valid.

Output

• Envelope ID: The envelope’s unique identifier.
• Status: Updated status, should be ‘sent’ after successful execution.
• Email Subject: The envelope’s email subject.
• Created DateTime: Original creation timestamp.
• Sent DateTime: Timestamp when envelope was sent (updated by this action).
• Status Changed DateTime: Updated to current timestamp.

Workflow Pattern

1. Step 1: Create envelope with status ‘created’ to save as draft.
2. Step 2: Review envelope contents, recipients, and configuration.
3. Step 3: Use ‘Send Envelope’ to send to recipients when ready.
4. Step 4: Track delivery and completion using ‘Get Envelope’.

Tips

[!TIP] Create envelopes with status ‘created’ to review before sending

[!TIP] Use this for approval workflows where envelopes need review before sending

[!TIP] Verify envelope configuration before sending to avoid errors

[!WARNING] Cannot send envelopes that are already sent or completed

[!WARNING] Sending is immediate - recipients will receive emails right away

[!TIP] Use ‘Get Envelope’ to verify the envelope was successfully sent