wlemons
Nintex Newbie

Merge generated document with DocuSign template

Our current workflow generates a document and then sends it via DocuSign. The problem is that there are no predefined fields for signature since it is not a DocuSign template. The signer has to drop their signature manually to the document. We need to take a generated document and merge it with a DocuSign template so all the signature fields are already marked. Is there some way to do this?

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butlerj
Community Manager Community Manager
Community Manager

Re: Merge generated document with DocuSign template

I know that Adobe Sign has dynamic tags that you can use (https://helpx.adobe.com/sign/using/text-tag.html) however looking through the DocuSign documentation, it looks like this would have to be done via the API and signing coordinates: https://stackoverflow.com/questions/54132988/how-to-place-sign-here-docusign-tag-in-document-dynamic... 

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wlemons
Nintex Newbie

Re: Merge generated document with DocuSign template

Yeah I was afraid that the solution may not be out of the box. I think we'll end up just using Adobe Sign to keep things simple. Thanks for the suggestions.
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