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Nintex Newbie

Merge DocuSign approval sheet to document?

We have several documents that need to get approvals with DocuSign.  The contents of the document are different every time, but the last sheet with the approvals is always the same.  Is there a way to create an approval process where the new document is uploaded for review, but all the approval signatures are collected on the one standard approval sheet and then merged with the document at the end of the process?  When demoing DocuSign to our business groups it appears that *each* document would have to be modified to add the signature boxes - a repetative task that the business wasn't very keen on and we're trying to find a work around for. 

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Nintex Newbie

Re: Merge DocuSign approval sheet to document?

@hvandesande did you ever get an answer to this?

 

For this you can use Generate Document to combine all the documents and get soft/digital signtures for approval. After that has done, generate one document, place the Docusign tags and or send it via DocuSign and have it go get the actual electronic signature for one document as the final package.

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Nintex Newbie

Re: Merge DocuSign approval sheet to document?

Thank you, no I never got an answer. It sounds like your solution would work, except we don't have the extra "Generate Document" feature as it's cost prohibitive.
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Nintex Newbie

Re: Merge DocuSign approval sheet to document?

What do you mean by "cost prohibitive"? Yes generating documents do cost, but that's like .20 cents a document or so. I could be wrong, but its pretty cheap for what you can do with the tech.

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