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Workflow Hero

Using drawloop delivery docusign, how can users add extra recipients?

I have set up an existing template which works great when I have 2 recipients in docusign and 2 in drawloop. In docusign before sending out the docusment, users are allowed to add recipients when sending out document. Does drawloop have that functionality for users to be able to add recipients on certain documents to certain clients?

When added a 'User selected name and email' I run into this error:

The number of recipients in the delivery option doesn't match the number of recipients in the DocuSign server template. Add or remove recipients from the delivery option or the DocuSign server template.

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Workflow Hero

Re: Using drawloop delivery docusign, how can users add extra recipients?

Hey Janise,

If you're using a DocuSign template than we'll use what is hard coded on the DocuSign template. If you want the flexibility to add or remove recipients, you'll need to tag the document up stored in Nintex Document Generation for Salesforce (Drawloop) with DocuSign secure fields.

Cheers,

Ryan

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