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Drawloop - Dynamic Number of Signing Recipients in an Automated Process

Question

Can Drawloop DocGen deliver to an E-signature with a dynamic number of Signers using OutBound Message or Salesforce Flow?

Answer

Drawloop DocGen only passes information for ‘required’ signers when using Outbound Message or Flow.
If a use case requires a dynamic number of signers depending on the record, separate Delivery Options for the different number of recipients will need to be created with the recipients being ‘required’. Then, depending on the preferred method, create logic to populate the correct delivery option depending on the required number of recipients.
 

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Revision #:
13 of 13
Last update:
‎03-29-2020 08:31 PM
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