nintexnooob
Design Dabbler

DocuSign Action and Sending Multiple Documents

Jump to solution

Hi Nintex Friends,

Would anyone know if it is possible to send multiple documents for signature via the DocuSign Action? I have a workflow that creates up to 11 separate PDFs, using 3 separate Doc Gen actions. Each Doc Gen action saves to the one collection variable. I can only seem to get the first document to send using DocuSign. Tried the loop for each function, that didn't work.

Thank you for any advice.

Danielle

Labels: (1)
0 Kudos
Reply
6 Replies
kchaluvadi
Workflow Veteran

Re: DocuSign Action and Sending Multiple Documents

Jump to solution

Hi,

Can you share the workflow screen shot? or workflow?

0 Kudos
Reply
Nintex_Andrea
Moderator
Moderator

Re: DocuSign Action and Sending Multiple Documents

Jump to solution

Hi @nintexnooob ,

Is it possible, since all of your Doc Gen actions are outputting to the same collection variable, that you are overwriting the values in that collection variable each time? Are you sure all 11 files are in the collection variable at the end of all the document generations? Have you tried separate collection variables?

0 Kudos
Reply
nintexnooob
Design Dabbler

Re: DocuSign Action and Sending Multiple Documents

Jump to solution

Hi @Nintex_Andrea,

The overwrite option is set to 'no' on all three actions.

Right now, I am only testing with three of the 11 forms (using 2 doc gen actions) - I didn't want to spend a bunch of time configuring all the forms until I knew it worked.

 

After I store the generated docs to a collection, i run a "get item from collection" to retrieve and store the path in a text file, which is then used for the DocuSign action. DocuSign seems to only work when using a txt variable for the path.

 

 

 

@kchaluvadi I've changed around the workflow since posting this to try a different, not-ideal route (combining documents for DocuSign), but will try to put it back together and send screenshots.

Here are some screenshots of the doc gen and DS

 

nintexnooob_0-1624634006909.png    

nintexnooob_1-1624634062036.png    

nintexnooob_2-1624634099105.png   

nintexnooob_3-1624634173030.png

nintexnooob_4-1624634190484.pngnintexnooob_5-1624634210114.png

 

 

 

 

0 Kudos
Reply
Nintex_Andrea
Moderator
Moderator

Re: DocuSign Action and Sending Multiple Documents

Jump to solution

Hi @nintexnooob ,

 

Thanks for the additional information. In the DocuSign action, if you switch to File variable instead of Other location, it should allow you to specify multiple file variables. To accomplish this, you could use some Get a file actions from the OneDrive group to get the files by their file path and store them in separate file variables. If you have 3 files, you would need 3 Get item from collection actions (indexes: 0, 1, 2), 3 Get a file actions and 3 separate file variables. Then you could reference the separate file variables in your DocuSign action.

Nintex_Andrea_0-1624650209266.png

Nintex_Andrea_1-1624650505328.png

 

View solution in original post

0 Kudos
Reply
nintexnooob
Design Dabbler

Re: DocuSign Action and Sending Multiple Documents

Jump to solution

@Nintex_Andrea thank you for this. I will give it a shot and let you know. 

I am having one other problem, it appears so straight forward and just isn't working. Going to put it in a new thread so it is tagged accurately.

0 Kudos
Reply
nintexnooob
Design Dabbler

Re: DocuSign Action and Sending Multiple Documents

Jump to solution

@Nintex_Andrea  This worked like a charm!

Now to do this for all docs.

Thank you again!!!

Reply