I have a NAC workflow which we use the document generation action to build a document then send it into the Nintex esign with get a signature action.
I have a template setup in esign / assuresign with a signer jotblock and a few extra send inputs.
These dynamic jotblocks are added into the document that goes through the generate document action then into get a signature action, This is all working correctly.
In assuresign in the email notification settings, I have cloned the emails into a new email design set and I’m customising the ‘Document available to sign’ email template that goes to the signer.
In this email body is the [custom message] global merge field.
I want to dynamically input this message based on the category of document in my workflow.
Essentially how can I get the [custom message] merge field to appear as a parameter / property in the ‘Get A Signature’ action for my envelope template?
Best answer by Gavin-AdamsView original
I’ve worked out how to do this.
Create a sender input and make it required.
Go to the notification steps for the template.from the left side icons.
Expand the selected message for Step 1 - document available to sign.
In the custom message field insert the Sender input that you created earlier.