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Question

Question

How can we send metadata to DocuSign to pre-populate fields there?

asked on January 4, 2018

Right now we populate a Word template in LF using Workflow, flatten it into a PDF and send that to DocuSign. The user reviews the information and signs the document.

However, this is proving to be inefficient because often times users notice mistakes and want to be able to change the information on the document. Since the document is flat, this isn't possible and the entire process has to be started over.

We want to convert the fields on the form to editable fields, but have those fields pre-populated when the user opens the document. I know the DocuSign API supports this feature. The question is, does the LF integration?

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Replies

replied on January 5, 2018

Hi Ege,

We have plans on adding DocuSign integration into Laserfiche workflow and I have noted this use case in planning for the new feature.  

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