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Can I generate a document to an existing DocuSign template?

I couldn't find a way to do the following and was hoping someone could help:

  1. Generate a document based on a sharepoint list
  2. Send the generated document to a DocuSign template
  3. The template is already preconfigured with:
    1. Recipients and ordering of signatures
    2. Placeholders for signatures and possible optional fields for user to fill out in DocuSign

I know how to do #1

I have already done #3 and today I basically manually instantiate templates in DocuSign and replace the document uploaded with the new one in which the ordering og signatures and placeholder fields configured are all preserved.

I'm trying to figure out how to automate and bridge this with #2 within the workflow.

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kapilkjoshi
Automation Master
Automation Master

Re: Can I generate a document to an existing DocuSign template?

Hi  ,

Were you able to find resolution for your issue? It would be helpful for the community to know what you did and may me mark it as correct answer.

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wlemons
Design Dabbler

Re: Can I generate a document to an existing DocuSign template?

Did you find a solution for this?
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