Add a document to go along with my Docusign/Generate Document

Automations 1 · 08/19/21

Hi,

I would like to use the DocuSign integration to send out contracts. The first few pages of the contract are standard for each client. However, the next few pages are very unique per client. Is there a way I can generate a document and have it automatically sent with Docusign and send it along with another attachment that I add to the row? I don't want to have to redo the mapping for every contract!

Andrée Starå · 08/19/21

Hi @Automations 1

I hope you're well and safe!

Unfortunately, as far as I know, it's not possible now, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

Here's a possible workaround or workarounds

It might be possible to add the document to Docusign, but I assume that it wouldn't be helpful for your use case, right?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå · 08/19/21