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Question

Docusign Integration Tokens

asked on June 23, 2016

Envelope package submitted to Docusign for signature contain document and one or more attachments. When signed envelope is imported into Laserfiche we need to identify each document by its order in the envelope

As listed in Laserfiche Docusign integration guide there are a  number of tokens available from Docusign. Documents status tokens include token %(DocumentStatuses.0.Sequence), that should represent the order of the document in the envelope. It is unclear from Laserfiche documentation what the "0" in token represents. This token is mapped to Laserfiche field and always shows "1" for each of the documents in the envelope. When we substitute "0" with "All", value of the field shows "1,2".

Docusign provides log with running value of the tokens. As you can see below, the log correctly identified sequence of each document:

<DocumentStatuses>
<DocumentStatus>
<ID>1</ID>
<Name>Purchase-Contract-Template.pdf</Name>
<TemplateName/>
<Sequence>1</Sequence>
</DocumentStatus>
<DocumentStatus>
<ID>2</ID>
<Name>TEST Document.pdf</Name>
<TemplateName/>
<Sequence>2</Sequence>
</DocumentStatus>
</DocumentStatuses>

How should we compose this token so sequence of each document is correctly identified?

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Answer

SELECTED ANSWER
replied on June 29, 2016 Show version history

Hey Traves, 

 

In the current release of the DocuSign Integration, there isn't a great way to map data to Laserfiche fields dynamically based on sequence/order in the envelope. Field mapping in the DocuSign service requires you to hard code tokens, which in turn requires you to hard code the sequence of the document in advance. We'll look into adding better support for field mapping in envelopes with multiple documents in a future release. 

 

As a workaround, i recommend storing both document name and sequence to multi-value fields using DocuSign tokens, then using Workflow to match the document name to the sequence based on the index of the multi-value fields.  Once you match have the correct sequence, you can remove the other values in the sequence field so that only the correct one remains. 

 

Here's how to do it: If you make the fields in Laserfiche multi-value fields and use the token %(DocumentStatuses.All.Sequence), the sequence for each document in the envelope will be mapped to separate values of the field in ascending order (i.e. sequence 1 is value 1). You can do the same for the document name. The key here is that the order of the values will match up- value 3 in the name field will be the name for the document that had a sequence of 3 in the envelope. 

Then, compare each value in the document name field to the documents actual name in Laserfiche (assuming the entry name is unchanged from the name in the template). When you have a match, take the index of the name field and use it to remove the values for the Sequence field that do not match that index. The remaining value will be the correct sequence for that document. 

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