Description

n8n-nodes-docuseal

This is an n8n community node that allows you to integrate DocuSeal with your n8n workflows.

DocuSeal is a modern document signing platform that lets you securely collect legally binding electronic signatures online. You can create templates, send signature requests, and automate your signing process with ease.

n8n is a fair-code licensed workflow automation platform.

Table of Contents

• Installation
• Operations
• Credentials
• Compatibility
• Usage Examples
• Resources
• License

Installation

Follow the community nodes installation guide from the n8n documentation.

Community Nodes (Recommended)

For n8n cloud or instances with UI access:

1. Go to Settings → Community Nodes in your n8n dashboard.
2. Click Install.
3. Enter @docuseal/n8n-nodes-docuseal in the Enter npm package name field.
4. Accept the community node usage risks.
5. Click Install to complete setup.

npm Installation

To install manually in your n8n root directory:

npm install @docuseal/n8n-nodes-docuseal

Docker Installation

For Docker users, add the package to your setup using environment variables:

docker-compose.yml:

services:
  n8n:
    image: docker.n8n.io/n8nio/n8n
    environment:
      - N8NCOMMUNITYPACKAGES=@docuseal/n8n-nodes-docuseal
    ports:
      - "5678:5678"
    volumes:
      - ~/.n8n:/home/node/.n8n

Docker run command:

docker run -it --rm 
  --name n8n 
  -p 5678:5678 
  -e N8NCOMMUNITYPACKAGES="@docuseal/n8n-nodes-docuseal" 
  -v ~/.n8n:/home/node/.n8n 
  docker.n8n.io/n8nio/n8n

Operations

This package includes two nodes:

DocuSeal Node

The main node for creating and managing signature requests.

#### Create Submission
Create a signature request from an existing template.

Features:

• Select from your existing templates
• Define multiple signers with their details
• Pre-fill form fields
• Customize email notifications
• Set expiration dates
• Configure signing order (sequential or random)

#### Create Submission From DOCX
Create a signature request from DOCX files with dynamic content.

Features:

• Upload DOCX or PDF files
• Use dynamic variables for content replacement
• Merge multiple documents
• Define signers with roles
• Support for template merging

#### Create Submission From HTML
Generate signature requests from HTML content.

Features:

• HTML document content with field tags
• Custom headers and footers
• Multiple page sizes (Letter, A4, Legal, etc.)
• Merge with existing templates
• Convert HTML to PDF automatically

#### Create Submission From PDF
Create signature requests from PDF documents.

Features:

• Upload PDF files (Base64 or URL)
• Flatten PDF form fields
• Remove or preserve text tags
• Merge multiple PDFs
• Template integration

#### Update Signer
Update an existing signer, pre-fill or update field values and re-send emails.

Features:

• Update signer name, email and phone
• Pre-fill or update form field values
• Re-send the signature request via email or SMS
• Mark the signer as completed and auto-signed
• Require phone or email 2FA to access documents
• Only the fields you add are sent, everything else stays unchanged

DocuSeal Trigger Node

Webhook-based trigger for DocuSeal events.

#### Signing Form Completed
Triggers when a single signer completes their signing form.

Use cases:

• Send notifications to internal teams
• Update CRM records
• Trigger follow-up workflows

#### Submission Completed
Triggers when all parties complete the signing process.

Use cases:

• Archive completed documents
• Send completion notifications
• Update databases with signed document URLs
• Generate invoices or contracts

Credentials

You’ll need your DocuSeal API key to connect n8n to your account.

Getting Your API Key

1. Create an account at in”>DocuSeal Europe
2. Go to Settings → Console → API
3. Copy an API key for your account

Setting Up Credentials in n8n

1. In n8n, click on Credentials in the left sidebar
2. Click Add Credential
3. Search for “DocuSeal” and select DocuSeal API
4. Fill in the following fields:
– API Key – your generated API key
– Server – choose between Global Server or Europe Server
5. Click Save

Authentication Methods

This node supports two authentication methods:

• Access Token (recommended) – Use your API key directly
• OAuth2 – For more secure integrations (requires app setup)

Compatibility

• n8n version 0.187.0 or later
• Node.js version 18.10 or later

Usage Examples

Example 1: Automated Contract Signing

Send contracts for signing whenever a new deal is created in your CRM:

1. Trigger: CRM Trigger (e.g., HubSpot, Salesforce)
2. DocuSeal Node: Create Submission
– Template: “Sales Contract”
– Signer Email: {{$json.contact_email}}
– Pre-fill fields with deal data
3. Slack Node: Notify sales team

Example 2: Onboarding Automation

Automatically send onboarding documents to new employees:

1. Trigger: HR System Webhook
2. DocuSeal Node: Create Submission From DOCX
– Upload employee handbook
– Variables: Employee name, start date, department
– Signers: New employee + HR manager
3. Email Node: Send welcome email with signing link

Example 3: Document Archive Workflow

Archive completed documents automatically:

1. DocuSeal Trigger: Submission Completed
2. HTTP Request Node: Download signed PDF
3. Google Drive Node: Upload to archive folder
4. Database Node: Update records with document URL

Example 4: Multi-Party Signing

Send documents requiring multiple signatures in sequence:

1. Google Sheets Trigger: New row in contracts sheet
2. DocuSeal Node: Create Submission
– Signers Order: “Preserved”
– Signer 1: Client
– Signer 2: Account Manager
– Signer 3: Legal Team
3. Slack Node: Notify when all parties sign

Advanced Features

Pre-filling Form Fields

You can pre-fill form fields in your templates using the Values parameter in signers:

{
  "field": "Company Name",
  "value": "{{$json.company}}"
}

Custom Email Notifications

Customize the email sent to signers:

• Email Subject: Your custom subject line
• Email Body: Your custom message (supports plain text)
• Reply-To: Set a custom reply-to address
• BCC: Add BCC recipients for completed documents

Metadata and External IDs

Track your documents by adding:

• External ID: Your internal reference ID
• Metadata: Custom key-value pairs for additional data

Expiration Dates

Set expiration dates for signature requests:

• After expiration, the signing link becomes unavailable
• Use ISO 8601 format: 2025-12-31T23:59:59Z

Troubleshooting

🧩 Common Issues

#### 🔑 Invalid API Key error
Solution: Verify your API key is correct and matches the selected server (Global/Europe)

#### 📄 Template not found
Solution: Ensure the template exists in your DocuSeal account and is not archived

#### 🌐 Webhook not triggering
Solution: Check that your n8n instance is publicly accessible and the webhook is properly registered

#### 📚 Documents not merging
Solution: Verify that all documents are valid PDFs or DOCX files and properly encoded

Getting Help

If you encounter issues:

1. Check the DocuSeal API documentation
2. Visit the n8n community forum
3. Open an issue on GitHub

Resources

• DocuSeal Website
• DocuSeal API Reference
• DocuSeal Webhooks Documentation
• n8n Community Nodes Documentation
• n8n Community Forum

Support

• 📧 Email: support@docuseal.com
• 💬 Community: n8n Community Forum
• 🐛 Issues: GitHub Issues

License

MIT