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Question

Question

docusign

Connector
Updated October 31, 2019
asked on October 24, 2019

We are looking to set up the DocuSign Connector tool - but I'm wondering if there is a way to send the URLs for linked documents when we send a document off for sign off.  We don't want to upload all the attached documents to DocuSign, but we do want them to be able to easily access them so they can view them in Laserfiche before signing off?

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Replies

replied on October 25, 2019

Hi Tracy, Thanks so much for this feedback. Can you tell me more about why you don't want the document to be sent to DocuSign for signatures?

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replied on October 25, 2019

For each deal there may be 10 or more appending documents.  They only need to sign off on the main document, but need to review all the appending documents before they sign off.  I could send them all I suppose, but even then how does it pick them all up if they are just linked in the link tags.

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replied on October 30, 2019

Thanks, Tracy. Are these documents being signed and reviewed by people within your organization, or outside of it?

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replied on October 31, 2019

within, so they would have access to the documents on Laserfiche

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