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Drawloop - AssureSign Delivery Option Configuration

Topic

How to Set up the AssureSign Delivery Option and Related Envelope List.

 

Additional Information

  • As of Drawloop DocGen Package version 18.2 - the AssureSign Lightning Application is no longer required to send AssureSign Envelopes. Release Notes
  • If a Nintex AssureSign delivery Option was created prior to version 18.2, then you will need to re-sync the Templates on the AssureSign Delivery Option to use the new DocGen AssureSign Envelope (see View AssureSign Envelope status and details). If the Templates are not re-synced, the Nintex AssureSign Delivery Option will continue to create records for the Envelope Object from the AssuresSign Lightning Application.
  • The Envelope tracking in Salesforce has moved to a new Envelope object when sent from Drawloop DocGen.  View AssureSign Envelope status and details
  • As we continue to enhance the Nintex platform, please post any additional enhancements or feedback with our product team on our UserVoice: https://nintex.uservoice.com/forums/344250-8-nintex-drawloop-docgen-for-salesforce

 

Instruction

Please see the following Help Documents and Video walkthrough

 

Related Links

Getting Started With AssureSign

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Version history
Last update:
‎05-09-2022 06:58 PM
Updated by:
Contributors