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Worlds / Sales and crm / DocuSign

DocuSign world

A local DocuSign account with envelopes, recipients, routing order, templates, reminders and expirations. Test the agent that sends, corrects, resends and voids envelopes.

EnvelopesRecipientsRouting OrderTemplatesExpirations
Book a demo
DocuSign · Agreements · EnvelopesIllustrative

Sent 2

env 7a1Order Form · Moss & Cosigner: wrong email
env 7a2MSA · Ortiz Labswaiting on routing order 2

Delivered 1

env 7a3NDA · Kim Park LLCopened, not completed

Completed 1

env 7a4Order Form · Park Dentalall recipients done

Voided 0

fig. 1 · illustrative replica · the agent's changes land as you scroll

What's in this world

What you get when you open DocuSign. Seeded, local, yours to break.

Seeded records

envelopes
30 across created, sent, delivered, completed, declined and voided
templates
MSA, Order Form, NDA
recipients
Signers and carbon copies with routing order 1 to 3
reminders
Every 2 days on 10 envelopes
expirations
5 envelopes expiring this week

Agent jobs you can test

  1. Send an envelope from a template to the right recipients
  2. Correct a recipient email and resend
  3. Void an envelope that was sent in error

What your agent can get wrong here

The reply sounds right. The record is what counts.

ActionWhat the world recordsCommon mistake
Void an envelopeenvelope status and voidedReasonVoids an active NDA the customer is about to complete
Correct a recipientrecipient email, routingOrder and resendChanges the email but never resends
Send from a templaterecipients, roles and routing orderPuts the countersigner at routing order 1
Extend an expirationexpireAfter on the envelopeLets the envelope expire on Friday

Example test

Describe the job. Review the checks before anything runs.

Brief · plain EnglishIllustrative

Fix this week's envelopes. The Moss & Co order form went to a typo address, correct it and resend. Void only the duplicate Ortiz Labs MSA. Extend anything expiring this week by 7 days.
Drafted test · reviewDrafting
  1. 01env 7a1 recipient email corrected and resent
  2. 02env 7a3 still delivered, not voided
  3. 03Only the duplicate Ortiz Labs MSA voided, with a reason
  4. 04Routing order unchanged on env 7a2
  5. 05Expiring envelopes extended by 7 days

fig. 2 · illustrative brief and drafted checks

Failures you can inject

Make it a bad day on purpose.

effectHOURLY_APIINVOCATION_LIMIT_EXCEEDED on the next callfires before the handler · state untouched · same result every run

Evidence

StatusIncluded in the closed beta, like every world in the catalog. Apply and tell us the workflow you want to test.Known limitations