Question

Automatically send DocuSign envelope on delivery option

  • 8 August 2023
  • 2 replies
  • 109 views

Badge +1

Is there any way to set delivery options to automatically trigger a DocuSign envelope to send to the first signer automatically with a single click? We send out a large quantity of contracts that are generated with Nintex DocGen and then delivered via DocuSign. Currently, this requires a lot of clicks to preview/review DocGen Packages before they go out. We’ve done some messing around with delivery options, specifically the “Signing Preview and Edit” and “Auto Send” options, but these just seem to send the package to DocuSign as a draft (although yes, it does skip some of the review work).

Is there any way to instead have these envelopes automatically send? Am I missing something?

The delivery option in question is below:

 


2 replies

Userlevel 1
Badge +8

Hi @zgoldberg,

 

You will need to have a button that will automatically run DocGen Packages. This can be done using button parameters: https://help.nintex.com/en-US/docgensf/Troubleshooting/ButtonWizard.htm

You will want to make sure that your button has the following;

  • Id of your DocGen Package
  • Id of your Delivery Option (in this case your DocuSign Delivery Option record Id)
  • Autorun parameter

Hope this helps!

 

Thanks!

Badge +1

Thanks for your response! I ended up discovering that this was actually caused by the “Embedded Signer” option in the Recipient object. Once I changed this field to “None” I was able to automatically send batches of contracts via DocuSign successfully. 

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