Topic
How to Set up the AssureSign Delivery Option and Related Envelope List.
Additional Information
- As of Drawloop DocGen Package version 18.2 - the AssureSign Lightning Application is no longer required to send AssureSign Envelopes. Release Notes
- If a Nintex AssureSign delivery Option was created prior to version 18.2, then you will need to re-sync the Templates on the AssureSign Delivery Option to use the new DocGen AssureSign Envelope (see View AssureSign Envelope status and details). If the Templates are not re-synced, the Nintex AssureSign Delivery Option will continue to create records for the Envelope Object from the AssuresSign Lightning Application.
- The Envelope tracking in Salesforce has moved to a new Envelope object when sent from Drawloop DocGen. View AssureSign Envelope status and details
- As we continue to enhance the Nintex platform, please post any additional enhancements or feedback with our product team on our UserVoice: https://nintex.uservoice.com/forums/344250-8-nintex-drawloop-docgen-for-salesforce
Instruction
Please see the following Help Documents and Video walkthrough
- Nintex AssureSign Delivery Option
- View AssureSign Envelope status and details
- AssureSign Delivery Option Setup
