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Drawloop - DocuSign Signhere Tag Dynamically

Instructions

  1. Document package configuration:
    1. Relationship configuration
      1. Word Replication Documentation: ClickHere
      2. Tag Document: ClickHere

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  1. Word Template configuration:
    1. Create Signing Table for the relationship replication.
      1. Add the related list replication tags.
      2. Create a 2x2 Table in word

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  1. Dynamic DocuSign signing tag with Word.
    1. Add this field code to the end of the DocuSign Tag
    2. Word has formula field codes with an Auto number feature. ClickHere
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  1. Save and upload the documents into your document package.
  2. Run the document package and verify the desired output.

Labels: (2)
Version history
Revision #:
28 of 32
Last update:
3 weeks ago
Updated by: