You are viewing limited content. For full access, please sign in.

Question

Question

Docusign integration

asked on March 22, 2022

It is possible to import envelopes from Docusing to the LF repository without having started the signing process from the repository or WF?

0 0

Replies

replied on March 22, 2022

Great! Thanks! I have been told it wasn't :-)

0 0
replied on March 25, 2022

When you request a signature from the web client, it embeds information in the envelope about the source document. When the receiver component gets a signed document back from DocuSign, it will look for that identifying information, and if it's there it will update the source document. But the receiver was designed to also be able to handle documents that did not originate in the repository. The configuration page lets you indicate how properties from the DocuSign envelope should be mapped to field data, and where in the repository the document should be saved.

0 0
replied on March 25, 2022

Thanks Brian, I have been reviewing the documentation you shared, and we'll go that way. Your last comment clarifies our use case!

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.