--- title: "DocuSign Connector" slug: "docusign-connector" updated: 2025-12-06T00:26:23Z published: 2025-12-06T00:26:23Z canonical: "docs.processmaker.com/docusign-connector" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # DocuSign Connector > [!TIP] > [**Plan Availability:**](https://www.processmaker.com/products/pricing/) ![Professional](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Professional.png)![Enterprise](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Enterprise.png) [DocuSign eSignature](https://www.docusign.com/products/electronic-signature) provides a service to digitally sign legally-binding documents including contracts, account openings, and invoices. You require a DocuSign eSignature account, and its accompanying token, to use the DocuSign connector in your Process models. > See the [example](/v1/docs/docusign-example) how to get a DocuSign eSignature app integration and secret key with which to configure ProcessMaker Platform to use a DocuSign eSignature template, and then configure a DocuSign connector. --- ## Add a DocuSign Connector to the Process Model **Permissions** Your user account or group membership must have the following permissions to configure a DocuSign connector unless your user account has the **Make this user a Super Admin** setting selected: - Processes: Edit Processes - Processes: View Processes See the [Process](/v1/docs/permission-descriptions-for-users-and-groups#processes) permissions or ask your Administrator for assistance. Add a DocuSign connector from one of the following locations in Process Modeler: - **Object Panel:** Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects. - **Object Bar:** Located at the bottom of the Process Modeler canvas, the Object Bar contains [pinned](/v1/docs/process-modeler#pin-and-unpin-objects) Process model objects for quick access. Add from the Object panelAdd from the Object bar Follow these steps to add a DocuSign connector from the Object panel to the Process model: 1. Ensure that the Object panel is visible on the left. If not, click the **Add** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/f9e23999-ee22-4882-aed2-1e9d1e2a5624.png) from the Object bar at the bottom. 2. Click the **DocuSign** object ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/b0944377-9df4-4088-a56a-0d40883adb01.png) from the Object panel to select it. 3. Click the location in the Process model to place this connector. Follow these guidelines when placing this object: - If your process has a Pool object, the DocuSign object cannot be placed outside of the Pool. - To place this object between two existing objects, follow [these instructions](/v1/docs/sequence-flow-element#place-an-object-between-two-process-model-objects-already-connected-with-a-sequence-flow-element). ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/10193a42-c90b-4c16-81f4-1b636c930336.png) Follow these steps to add a DocuSign connector from the Object bar to the Process model: 1. Ensure that the DocuSign object ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/9b1be0a2-50c7-489d-a0f9-ba2d3a644086.png) is pinned to the Object bar. If not, see [instructions to pin it](/v1/docs/process-modeler#pin-and-unpin-objects) it. 2. In the Object bar at the bottom center, click the object's icon. 3. Click the location in the Process model to place this element. Follow these guidelines when placing this object: - If your process has a Pool object, the DocuSign object cannot be placed outside of the Pool. - To place this object between two existing objects, follow [these instructions](/v1/docs/sequence-flow-element#place-an-object-between-two-process-model-objects-already-connected-with-a-sequence-flow-element). ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/10193a42-c90b-4c16-81f4-1b636c930336.png) **Add boundary events** After adding an object to a process, consider adding the following events to handle exceptions: - [Boundary Timer Event](/v1/docs/boundary-timer-event) element - [Boundary Error Event](/v1/docs/boundary-error-event) element - [Boundary Signal Event](/v1/docs/boundary-signal-event) element - [Boundary Conditional Event](/v1/docs/boundary-conditional-event) element - [Boundary Message Event](/v1/docs/boundary-message-event) element **Adjust location and appearance** - [Move a Process Model Object.](/v1/docs/process-modeler#move-process-model-objects) - [Connect Two Process Model Objects with a Sequence Flow Element.](/v1/docs/sequence-flow-element#connect-two-process-model-objects-with-a-sequence-flow-element) - [Customize the Appearance of a Process Model Object.](/v1/docs/customize-the-appearance-of-a-process-model-object) - [Copy Process Model Objects into the Clipboard.](/v1/docs/process-modeler#copy-process-model-objects-into-the-clipboard) - [Clone Process Model Objects Without the Clipboard.](/v1/docs/process-modeler#clone-process-model-objects) - [Delete Process Model Objects.](/v1/docs/process-modeler#delete-process-model-objects) --- ## Settings The DocuSign connector has the following panels that contain settings: - [**DocuSign Template**](/v1/docs/docusign-connector#docusign-template-panel-settings) panel - [**Document for Signature**](/v1/docs/docusign-connector#document-for-signature-panel-settings) panel - [**Response Options**](/v1/docs/docusign-connector#response-options-panel-settings) panel - [**Loop Activity**](/v1/docs/docusign-connector#loop-activity-panel-settings) panel - [**Documentation**](/v1/docs/docusign-connector#documentation-panel-settings) panel - [**Advanced**](/v1/docs/docusign-connector#advanced-panel-settings) panel --- ### DocuSign Template Panel Settings #### Edit the Connector Name A connector name is a human-readable reference for a Process model control. Process Modeler automatically assigns the name of a Process model connector with its connector type. However, a connector's name can be changed. Follow these steps to edit the name for a DocuSign connector: 1. Select the DocuSign connector from the Process model in which to edit its name. 2. Ensure that the **Configuration** panel displays. If not, [show it](/v1/docs/show-configuration-settings-for-a-process-model-object). Panels to configure this element display. 3. Expand the **DocuSign Template** panel if it is not presently expanded. The **Name** setting displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/6a099e4a-5fee-4232-a7bc-6441381630d6.png) 4. In the **Name** setting, edit the selected connector's name and then press **Enter**. --- ### Document for Signature Panel Settings Select a DocuSign Template ID referencing the document for which an eSignature is required and select recipient roles for users to sign the document. For more information on how to create a DocuSign template and create recipient roles, refer to [Working with Templates - DocuSign eSignature User Guide](https://support.docusign.com/en/guides/ndse-user-guide-working-with-templates). > Ensure the following before configuring the settings described in this section: > > - Your organization uses a DocuSign eSignature account. > - You created a template for the document in which this DocuSign connector is to solicit signatures. This template must be configured with at least one role. > - You created a DocuSign app that uses this DocuSign template. > - Your ProcessMaker Platform settings for DocuSign are configured with the DocuSign app integration and secret keys that use this DocuSign template. Your DocuSign settings must also be configured with the DocuSign server and authorized access to that server to authenticate your DocuSign app's integration and secret keys. > > Contact your ProcessMaker Administrator for assistance if necessary. > > See this [example](/v1/docs/docusign-example). #### Edit the DocuSign Template ID and User Roles Follow these steps to select a Template ID and recipient role(s): 1. Select the DocuSign connector from the Process model in which to edit its name. 2. Ensure that the **Configuration** panel displays. If not, [show it](/v1/docs/show-configuration-settings-for-a-process-model-object). Panels to configure this element display. 3. Expand the **Document for Signature** panel. Settings for this panel display. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/8d9515b0-3ecd-4e1f-a89b-63903266a228.png) 4. From the **Template ID** setting, select the DocuSign template that references the document to send for eSignature. The template list populates from your DocuSign server specified in the [DocuSign settings](/v1/docs/docusign-settings). If you do not see your templates here, review the DocuSign eSignature templates in your DocuSign account. Note that you may need to ask your Administrator for assistance. 5. After a DocuSign template is selected, recipient roles populate from DocuSign. For guidance on how to define recipient roles, see [Create Templates - DocuSign eSignature User Guide](https://support.docusign.com/en/guides/ndse-user-guide-create-templates). ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/0755ac7a-c5e3-4ba9-80a2-40d45227fa16.png) 6. Click the settings![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/fa4058cd-371b-4e22-bdf8-abcf61dc6ede.png)icon to view or edit a **Role**. Named recipient roles created in DocuSign display with predefined values which cannot be edited in Process Designer. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/83a6220d-47fb-4249-853a-010d91d33bfa.png) Placeholder recipient roles created in DocuSign must be configured in Process Designer. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/9877da9d-e1cc-407e-bf05-438ce52cc7ea.png) From the **Select a Type** drop-down menu for each role, select one of the following options: - **User:** Select the **User** option to email the document to a selected user. The **Send to User** setting displays. From the **Send to User** setting, select which user serves as that role. The email address associated with this user account is used to send the document for eSignature. This is a required setting when the **User** option is selected. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/531719fc-f29e-4361-9f12-f8a6fd2332be.png) - **Requester:** Select **Requester** to email the document to the Request starter. - **User ID:** Select **User ID** to email the document to a user based on a Variable Name value as entered into a Screen during a previous Task in that Request. For example, if a Line Input control in a Screen has the **Variable Name** setting value of `UserId` that contains a user's ID, then use that value to thereby send the document for eSignature. When this option is selected, the **Send to User ID** setting displays. The email address associated with this user account is used to send the document for eSignature. This is a required setting when the **User ID** option is selected. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/5dc60895-4ba2-4160-9f2e-6a95e4b3367c.png) - **Email Address:** Select **Email Address** to email the document to a non-ProcessMaker Platform user. When this option is selected, **Recipient Email** and **Recipient Name** settings display. Enter the email address and name for the intended recipient, respectively. The **Recipient Email** and **Recipient Name** settings are required when the **Email Address** option is selected. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/52893211-d36f-4655-9849-49ce31f47a42.png) - **Process Manager:** Select **Process Manager** to email the document to the owner of the Process. The Process Manager understands the Process design and workflow dynamics to troubleshoot Request routing incidents. [Ensure that a Process Manager is configured for this Process](/v1/docs/configure-general-process-settings). --- ### Response Options Panel Settings Configure whether to pause a Request while awaiting user signatures and how to save the response from DocuSign. #### Edit Signature and Output Variable Settings Follow these steps to configure the response from DocuSign: 1. Select the DocuSign connector from the Process model in which to edit its response. 2. Ensure that the **Configuration** panel displays. If not, [show it](/v1/docs/show-configuration-settings-for-a-process-model-object). Panels to configure this element display. 3. Expand the **Response Options** panel. Settings for this panel display. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/1c9f78ff-1eeb-445e-b34d-7f2a10e9d799.png) 4. From the **Wait for Signature** setting, select one of these options: - **Yes:** Select **Yes** to wait for the user to sign this document. When this option is selected, the Request pauses and does not resume until the document is signed. - **No:** Select **No** to continue the Request irrespective of whether the user signs this document. This is the default option. 5. In the **Output Variable** setting, enter the [Request variable](/v1/docs/request-variable) in which to save the response from DocuSign. --- ### Loop Activity Panel Settings Use the **Loop** Activity panel settings to specify how to run multiple instances of this object. The following loop modes are available: #### No Loop Mode Select the **No Loop Mode** option to perform this object's function only once. Follow these steps to specify characteristics to perform multiple instances of the object:‌ 1. Select the object from the Process model. Panels to configure this object display. 2. Expand the **Loop Activity** panel. By default, the **Loop Mode** setting is set to **No Loop Mode** and the function is performed only once. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(135).png) #### Loop Select the Loop option to sequentially repeat this object's function multiple times until an exit condition is `True`. This is useful when a function should be performed multiple times with the same set of data, such as, processing a credit card payment. This loop mode has the following characteristics: - The object's function is repeated until the exit condition is `True `or the maximum iterations limit is reached. - At any given time, only one instance of the object is active. The subsequent instance does not begin until the current instance completes. - The same exit condition evaluates at the end of each instance; however, value(s) of the Request variable(s) used in the exit condition can change during an instance resulting in the exit condition to eventually evaluate as `True`. - If any one instance of that function does not complete, workflow pauses. - All active instances are terminated if an interrupting boundary-type event object triggers. - An object configured in this mode shows the **Loop** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(137).png)in Process Modeler. Follow these steps to specify characteristics to perform multiple instances of the object:‌ 1. Select the object from the Process model in which to specify multiple instance characteristics. Panels to configure this object display. 2. Expand the **Loop Activity** panel to display the **Loop Mode** Setting. 3. From the **Loop Mode** setting, select the **Loop** option. The settings for this loop mode display: ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(136).png) 4. In the **Maximum Iterations** setting, enter an integer value representing the maximum number of times this Task should be performed. 5. In the **Exit Condition** setting, enter a condition in FEEL syntax. When this condition is True the loop activity is halted. #### Multi-instance(Parallel) Select the **Multi-instance (Parallel)** option to perform this object's Task multiple times in parallel a fixed number of times. This is useful when performing any action in bulk, such as sending an email to several people. This loop mode has the following characteristics: - Instances of the object are governed by the size of an array-type Request variable where a new instance is created for each item in this variable. For example, an array with 10 items will create 10 parallel instances of this function that each contains data from its respective array index. - All instances begin simultaneously when this object triggers; however, they perform their function independently of each other. - The function as a whole completes when all instances are complete. - The output from each instance can either be saved in the source Request variable or a new array-type Request variable. - All active instances terminate if an interrupting boundary-type event object triggers. - A object configured in this mode shows the Multi-instance (Parallel) icon in Process Modeler. Follow these steps to specify characteristics to perform multiple instances of the object:‌ 1. Select the object from the Process model in which to specify multiple instance characteristics. Panels to configure this object display. 2. Expand the **Loop Activity** panel to display the **Loop Mode** Setting. 3. From the Loop Mode setting, select the **Multi-instance (Parallel)** option. The settings for this loop mode display: ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(138).png) 4. In the **Request Variable Array** setting, enter the name of an array-type Request variable. The size of this array will determine how many times this loop iterates. 5. In the **Output Data Variable** setting, enter the name of an array-type Request variable in which to store the results of all instances. Each instance of the loop saves to a separate JSON object within the array of the specified Request variable. If the **Output Data Variable** setting is not configured, then the output data replaces the source data in the **Request Variable Array.** #### Multi-instance(Sequential) Select the Multi-instance (Sequential) option to perform this object's function multiple times sequentially a fixed number of times or until an exit condition is True. This is useful when sequentially repeating a function multiple times but with a different set of data each time. This loop mode has the following characteristics: - Instances of the function are governed by the size an array-type Request variable where a new instance is created for each item in this variable. For example, an array with 10 items will create 10 parallel instances of this function that each contains data from its respect array index. - At any given time, only one instance of the function is active. The subsequent instance does not begin until the current instance completes. - At the end of each instance an exit condition evaluates and the loop activity halts if the exit condition is True. - The function as a whole completes when all instances are complete. - The output from each instance can either be saved in the source Request variable or a new array-type Request variable. - All active instances terminate if an interrupting boundary-type event object triggers. - A object configured in this mode shows the Multi-instance (Sequential) iconin Process Modeler. Follow these steps to specify characteristics to perform multiple instances of the object:‌ 1. Select the object from the Process model in which to specify multiple instance characteristics. Panels to configure this object display. 2. Expand the **Loop Activity** panel to display the **Loop Mode** Setting. 3. From the Loop Mode setting, select the **Multi-instance (Sequential)** option. The settings for this loop mode display: ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(139).png) 4. In the **Request Variable Array** setting, enter the name of an array-type Request variable. The size of this array will determine how many times this loop iterates. 5. In the **Exit Condition** setting, enter a condition in FEEL syntax. When this condition is True the loop activity is halted. 6. In the **Output Data Variable** setting, enter the name of an array-type Request variable in which to store the results of all instances. Each instance of the loop saves to a separate JSON object within the array of the specified Request variable. If the **Output Data Variable** setting is not configured, then the output data replaces the source data in the **Request Variable Array**. --- ### Documentation Panel Settings Describe the connector's purpose and how it functions in the Process. This description does not affect Requests for the Process, but may be useful for Process model maintenance such as how the connector is configured. Edit information by using the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor. A Process's entered documentation displays by selecting the [**View Documentation icon for that Process**](/v1/docs/process-documentation). #### Edit the Connector's Description Displayed in Process Documentation Follow these steps to edit the description for a connector: 1. Select the connector from the Process model in which to edit its description. 2. Ensure that the **Configuration** panel displays. If not, [show it](/v1/docs/show-configuration-settings-for-a-process-model-object). Panels to configure this element display. 3. Expand the **Documentation** panel if it is not presently expanded. The **Description** setting displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/e43990eb-5bd3-46c6-8149-e519c05a5332.png) 4. In the **Description** setting, edit the information to display when viewing documentation for this connector and then press **Enter**. Alternatively, use the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor to stylize your text by clicking the **More** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/e8d2e403-7a25-4ef0-a0c9-b10551dbc26d.png). ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/bfd3fcb5-4ca1-45b9-92b2-ff1cdc60b946.png) Follow these guidelines to use the WYSIWYG rich text editor to stylize your text: - **Undo changes:** Click on the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/5aca3408-76b7-4cef-acd8-e8f6615846b6.png) icon to undo the last action. - **Redo changes:** Click on the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/1f0fe86f-c2f7-4e88-ba77-94bf8591d182.png) icon to redo the last undone action. - **Insert/Edit Link**: Click on the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/f3c850d9-0925-4800-a7d9-1a58a1849b57.png) icon to convert the selected text into a hyperlink. Follow these steps to create a hyperlink: 1. Select the required text from the Rich Text control. 2. Click on the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/f3c850d9-0925-4800-a7d9-1a58a1849b57.png) icon. The **Insert/Edit Link** screen displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/906970e7-36d1-44cb-afa0-74329fbc80a1.png) 3. In the **URL** setting, enter the destination URL. 4. In the **Text to display** setting, edit or enter the text displayed in the Rich Text control. 5. In the **Title** setting, enter the text to display when a user hovers over the displayed text. 6. From **Open link in…** drop-down menu, select one of these options: - **New window**: Select this option to open the destination page in a new browser window. - **Current window**: Select this option to open the destination page in the current browser window. - **Insert/Edit Image:** Click on the **Insert/Edit Image** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/495ce16e-3456-4181-8891-ee5da906e7cc.png) to insert an image. Follow these guidelines: 1. Click on the **Insert/Edit Image** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/495ce16e-3456-4181-8891-ee5da906e7cc.png). 2. The **Insert/Edit Image** screen displays: ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/6257a7c9-8bea-4a65-9570-cb8b9d907cf8.png) 3. In the **Source** setting, enter a URL for the image. 4. In the **Alternative Description** setting, enter the text to display if the source URL of the image is not accessible. 5. In the **Width** setting, enter the maximum width for the image. 6. In the **Height** setting, enter the maximum height for the image. 7. Toggle the **Constrain Proportions** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/b059f4b2-406e-40ae-a72e-051df30b896f.png) to maintain the width-height ratio of the image to its original proportion. 8. Click **Save**. - **Insert Page Break for PDF:** Click on the **Insert Page Break for PDF** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/04aab4bf-6c0f-4234-92e2-cb2c0c167d5a.png) to insert a page break when a PDF document is created for this documentation if your browser supports this feature. - **Format text**: Follow these guidelines to format text: - **Headings**: From the **Paragraph/Formats** menu, select **Headings** and then select a heading size. - **Bold:** Do one of the following: - From the editor toolbar, select the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/46847a96-5f72-48be-940a-4fed241c4629.png) icon. - From the **Paragraph/Formats** menu, select **Inline** and then **Bold**. - **Italics:** Do one of the following: - From the editor toolbar, select the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/d809a452-8b71-4125-9c73-6052a4c8edec.png) icon. - From the **Paragraph/Formats** menu, select **Inline** and then **Italic**. - **Underline**: From the **Paragraph/Formats** menu, select **Inline** and then **Underline**. - **Strikethrough**: From the **Paragraph/Formats** menu, select **Inline** and then **Strikethrough**. - **Superscript**: From the **Paragraph/** **Formats** menu, select **Inline** and then **Superscript**. - **Subscript**: From the **Paragraph/Formats** menu, select **Inline** and then **Subscript**. - **Code**: From the **Paragraph/Formats** menu, select Inline and then **Code**. - **Paragraph**: From the **Paragraph/Formats** menu, select **Blocks** and then **Paragraph**. - **Blockquote**: From the **Paragraph/Formats** menu, select **Blocks** and then **Blockquote**. - **Division**: From the **Paragraph/Formats** menu, select **Blocks** and then **Div**. - **Preformatted**: From the **Paragraph/Formats** menu, select **Blocks** and then **Pre**. - **Change text color**: Use the **Text Color** drop-down to change text color. Click on the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/519cbf26-d0d0-4d66-abbd-daee46e5e9f6.png) icon. The color palette displays. Do one of the following: - Select one of the color swatches from the color palette. The selected text changes to that color. - Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/642ea9ed-c6c1-4763-930b-81dcd006b1fb.png) icon to select a custom color from the **Color Picker**. - Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/b142bb4b-132d-4785-9d00-b9c52fd6ae32.png) icon to reset the text to its default color. - **Align text**: Follow these guidelines to align text: - **Left align:** Do one of the following: - From the editor toolbar, use the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/1805bee7-ac92-4af5-b5e7-a60d4bd1bfbb.png) icon to left-align text. - From the **Paragraph/Formats** menu, select **Align** and then **Left**. - **Center align:** Do one of the following: - From the editor toolbar, use the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/f5d3b6df-a00a-4dad-a2cc-0735161858ba.png) icon to center-align text. - From the **Paragraph/Formats** menu, select **Align** and then **Center**. - **Right align**: Do one of the following: - From the editor toolbar, use the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/f37dc709-807d-42b2-977c-5dec0f045c63.png) icon to right-align text. - From the **Paragraph/Formats** menu, select **Align** and then **Right**. - **Justify**: Do one of the following: - From the editor toolbar, use the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/e2e2e7c0-4323-4f30-a7fc-51f7cac24005.png) icon to justify text. - From the **Paragraph/Formats** menu, select **Align** and then **Justify**. - **Insert a bullet list**: Use the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/76a7b3c9-ae70-481c-ba03-946d9942db54.png) icon to format text as a bulleted list. - **Insert a numbered list:** Use the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/59f6baf0-2545-4ef8-9733-a6b070c512e4.png) icon to format text as a numbered list. - **Indent text**: Click on the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/65e52430-f28e-46fe-a982-7531cc266ac0.png) icon to increase text indenting. - **Outdent text:** Click on the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/0c35d1b6-1680-4c89-b07f-c261550c8065.png) icon to decrease text indenting. --- ### Advanced Panel Settings #### Edit the Node's Identifier Value A Process node represents a component of a Process model, whether that is a BPMN element or a [connector](/v1/docs/connectors#overview). Process Modeler automatically assigns a unique value to each Process node added to a Process model. A Process node's identifier value can be changed if it is unique to all other nodes in the Process model, including the Process model's identifier value. > [!WARNING] > All identifier values for all nodes in the Process model must be unique. Follow these steps to edit the identifier value for a connector: 1. Select the connector from the Process model in which to edit its identifier value. 2. Ensure that the **Configuration** panel displays. If not, [show it](/v1/docs/show-configuration-settings-for-a-process-model-object). Panels to configure this element display. 3. Expand the **Advanced** panel if it is not presently expanded. The **Node Identifier** setting displays. This is a required setting. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/caeb9293-fa32-474d-8e75-dd805253a3eb.png) 4. In the **Node Identifier** setting, edit the connector's identifier to a unique value from all nodes in the Process model and then press **Enter**.