We have a document we need to send to a client for docusigning. We select the document, select "request signature with docusign" and a dialog box opens.
This dialogue asks for the recipient's name and email, both as required fields (since we set that in the DocuSign template).
However, this information is already on the document's metadata. Is there a way to "map" the two so the user doesn't have to do double data entry?
What if it's a collection? For example, multiple recipients, multiple name and email pairs. How do we map that to the docusign dialogue?