How can we apply a template to an item we are sending to DocuSign through SharePoint using DocuSign Connector for Nintex?
I've setup a Nintex workflow with DocuSign populate template. I'm trying to send a SharePoint Document to DocuSign with matching a DocuSign template. But the workflow sends a DocuSign template to recipients for electronic signature instead of sending a SharePoint Document.
Solved! Go to Solution.
Reply from Nintex Support Team -
|•||Our Docusign action does not function in that way.|
|•||If you want to associate a document to a template you must login to docusign create the template> add the document you want on the template then set up the signature bar. Then use the populate template action to send that document to a signer. You can then use that template repeatedly to any user.|
|•||The docusign send document action will use that document and send it as a template to the user to sign. So each document can essentially be its own template.|
You can not add a document to a populate template action through the workflow you need to add it to the template in docusign.
Does this also mean you cannot submit a document, and have Docusign carry out smart matching to allow it to place the signature and date field in the document.