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Question

Question

Passing email address to DocuSign from Laserfiche

asked on April 23, 2014

I have a customer who is using DocuSign. We configured the integration, but would like to be able to automatically pass in the person's name and email address that the document needs to be signed by. The information exists in Laserfiche fields currently. Does anyone know if there's a way to do that?

 

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Replies

replied on April 28, 2014

At the moment, there isn't a way to automatically populate the email address and name fields in the DocuSign configuration page. Those fields can reference your DocuSign address book, however; if the name and email address can be found in that address book, it will be displayed in a dropdown menu when you click on the appropriate field (or via autocomplete as you start typing).

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replied on April 28, 2014

Thanks, Zachary! How would I put in a feature request for this functionality?

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replied on April 29, 2014

Don't sweat it--I'll make sure the developers see this thread.

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