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Question

DocuSign integration using Bulk Feature

asked on May 19, 2020

We are looking at adding DocuSign. Can anyone tell me if they have been able to use the bulk send function with LF? We are looking to generate documents in bulk through LF and have them sent out automatically and update SQL. When they are received we are hoping to have LF write update SQL.

 

Thanks

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Replies

replied on May 19, 2020

Hello,

Laserfiche allows you to send documents to DocuSign via the user interface but not in bulk as desired.
To do this, use the DocuSign API. For example, you can create a webservice with a send function that you invoke from a workflow.
A useful link to the DocuSign API
https://developers.docusign.com/

Workflow_Designer.png
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replied on April 6, 2021

Were you able to get this functioning? I have the need to be able to send out request for signatures to 5000+ individuals and am looking for a solution that allows this within Laserfiche. 

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