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Signer Add Attachment DocuSign

Issue

You want to add the Signerattachment DocuSign feature in your Document Package template

Resolution

To Add this feature in your Document Package template
  1. Navigate to your Document Package
  2. Open DocuSign Delivery Option
  3. Open the recipient who needs to attach document to the DocuSign Document
  4. Edit
  5. In the "Sign Options" section, find "dl.signerattachment" and move to the right hand box
  6. Save
  7. Your tag will now be in the Field Tagger under the "Recipients" object
Issue:
The "dl.signerattachment" might not be seen "Sign Options" and therefore you cannot complete steps 5, 6, and 7. 

Solution: Add this picklist value in your org
Steps: 
  1. Setup
  2. Objects
  3. Recipient
  4. Sign Options
  5. In Values Section, select "New" 
  6. In the box, type "dl.signerattachment"
  7. Save
  8. You should now be able to complete steps 5, 6, and 7 above

Related Links


Labels: (2)
Version history
Revision #:
38 of 46
Last update:
‎05-31-2019 01:01 PM
Updated by: