I am trying to create a workflow which is started manually from a pdf document in a document library. This document needs to be signed using DocuSign and will vary substantially between end users. The document will always have at least 2 signatories and on some occasions will require more.
I don't seem to be able to find a way to send the document to all users concurrently, the only work around I have managed, is to send it sequentially using more than 1 envelope ID.
Is there a way around this?
DocuSign actually seems quite flexible in terms of setting numbers of users and the order in which they sign but none of this functionality seems to be controllable in Nintex.
Thanks in advance for any help
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I dont work that much with DocuSign, we are using the Adobe sign.
There you can add multiple Recipients and even control what the order is of signing.
I read in the following topic that setting multiple recipients for DocuSign, you need to do a API call
I've just been thinking about another possibility. You can use an NWC workflow to do this.
Indeed in the DocuSign "Get Signature" action of NWC you can add several recipients in one envelope (but always only one document).
And, from your Workflow O365 make a call to your NWC workflow.