How can we apply a template to an item we are sending to DocuSign through SharePoint using DocuSign Connector for Nintex?
I've setup a Nintex workflow with DocuSign populate template. I'm trying to send a SharePoint Document to DocuSign with matching a DocuSign template. But the workflow sends a DocuSign template to recipients for electronic signature instead of sending a SharePoint Document.
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Reply from Nintex Support Team -
| • | Our Docusign action does not function in that way. |
| • | If you want to associate a document to a template you must login to docusign create the template> add the document you want on the template then set up the signature bar. Then use the populate template action to send that document to a signer. You can then use that template repeatedly to any user. |
| • | The docusign send document action will use that document and send it as a template to the user to sign. So each document can essentially be its own template. |
You can not add a document to a populate template action through the workflow you need to add it to the template in docusign.
Does this also mean you cannot submit a document, and have Docusign carry out smart matching to allow it to place the signature and date field in the document.
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