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Question

Question

DocuSign template allows sender to delete recipients but not in the LF Request DocuSign dialog

asked on February 21, 2019

Hi, I can set the DocuSign template so that senders can delete some recipients, but not others. I've tested this OK when I initiate the request directly from DocuSign. This configuration does not carry-through to the Laserfiche DocuSign Request dialog. Is there a way to achieve this? The purpose is that I want a DS template that accommodates the maximum number of signers. When the sender initiates the request from the repository, I want the sender to be able to remove the signers not needed in a particular request. So when the initial DocuSign dialog pops up, it displays 6 potential signers - he should be able to remove/delete the last 2 (which he can do if initiated from DS).  

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Replies

replied on February 27, 2019

Hi Danielle,

 

Thank you for describing the use case. We will look into adding support for this in a future release. I'll be sure to update you as we better define this in the future.

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