Topic
How to align multiple signers in the template using NWC and DocuSign
Instructions
In order to align multiple signers in the template file using their respective tags, please see instructions below:
1) In DocuSign Account
Navigate to My Preferences > Signing and Sending > Custom Fields > Click on “+ Add New Field”
a. Name: Preferred name for your custom tag (i.e CustomSignHereTag)
b. Type: Select the type as preferred (i.e Signature)
c. AutoPlace Text: This is the tag to use in the template file. Make sure to append {r} for multiple recipients. (i.e dl.SignHere.{r}) See image below:
2) Template file
-Use the tags created previously in the DocuSign Custom Fields.
-Replace the {r} with the number of the recipient (i.e dl.SignHere.1)
See image below:
3) Nintex Workflow
Add the “Get Signature” action
a. Connection: Select the DocuSign Account connection
b. Location: Select “File variable”
c. Variables: The template file
d. Recipient: Add as many recipients as preferred
1) In DocuSign Account
Navigate to My Preferences > Signing and Sending > Custom Fields > Click on “+ Add New Field”
a. Name: Preferred name for your custom tag (i.e CustomSignHereTag)
b. Type: Select the type as preferred (i.e Signature)
c. AutoPlace Text: This is the tag to use in the template file. Make sure to append {r} for multiple recipients. (i.e dl.SignHere.{r}) See image below:
2) Template file
-Use the tags created previously in the DocuSign Custom Fields.
-Replace the {r} with the number of the recipient (i.e dl.SignHere.1)
See image below:
3) Nintex Workflow
Add the “Get Signature” action
a. Connection: Select the DocuSign Account connection
b. Location: Select “File variable”
c. Variables: The template file
d. Recipient: Add as many recipients as preferred
