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Question

DocuSign Integration - Map Tab Values to Fields in Laserfiche

asked on March 24, 2017 Show version history

Hi all,

I've just been trying to configure the DocuSign/Laserfiche integration to pull back a PowerForm in DocuSign to Laserfiche. To do this I've set up a user account called "API User" in DocuSIgn and set this account as the sender for the PowerForm. In the connect settings, it then pulls back any enveloped completed by "API User".

The document is pulled back into Laserfiche and all is working well, however I can't get any of the custom tab values to be mapped to LF fields, using Andrew's suggestion from this thread, although I can't find any official documentation on it. Here is what's set in the config file:

<FieldValue name="Client Name">%(RecipientStatuses.0.TabStatuses.Test.Value)</FieldValue>
<FieldValue name="Client Email">%(RecipientStatuses.0.TabStatuses.ClientEmail.Value)</FieldValue>
<FieldValue name="Date Signed">%(Completed)</FieldValue>
<FieldValue name="Job Title">%(RecipientStatuses.0.TabStatuses.JobTitle.Value)</FieldValue>
<FieldValue name="Description">%(RecipientStatuses.0.TabStatuses.DescriptionOfWork.Value)</FieldValue>

https://answers.laserfiche.com/files/downloader/122151

When the document is saved to Laserfiche only the "Date Signed" field is set, the others don't even appear on the document. I can only assume this is something wrong with the way I've configured it but I'm struggling to work out what....

If anyone has any suggestions please let me know!

Cheers, Dan

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Replies

replied on April 26, 2017

Has anyone managed to get this working at all?

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replied on May 18, 2017

A case has been opened with Laserfiche Support. This thread will be updated when a resolution is reached.

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