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Question

Question

Is it possible to have the DocuSign "Certificate of Completion" attached to the back of the signed, completed PDF received from DocuSign?

asked on July 2, 2015

When you send a word .doc through DocuSign without the Laserfiche integration, it attaches the Certificate of Completion as the last page of the PDF that is created at the end of the process.

When you send a word .doc through DocuSign with the Laserfiche Integration, the Certificate of Completion and signed PDF are returned to Laserfiche as separate PDF documents.

I have a client that would like these to remain merged together, just as they are when routed through DocuSign. I haven't been able to find a setting in DocuSign that controls this - it seems to be an option you get every time you run it through without the integration, but we don't get that option since it's automatically sent back to LF.

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Replies

replied on July 2, 2015

Hey Gareth,

 

There isn't a way to do this in the current DocuSign Integration. We'll look into implementing this as an enhancement in a future release.

 

Thanks for the feedback!

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replied on August 15, 2016

Hello - 

Just wondering if there have been any further developments on this? We just implemented the DocuSign integration for a client and they are very interested in having the Certificate of Completion accompany the signed doc.

Thanks!

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replied on March 31, 2016

I've called Docusign and also requested they have this ability, they put in an enhancement, but not sure of their priority. I'd also note that when using Docusign Powerforms however many forms (i.e. templates) you have associated to the document will also come in as separate PDF's. Additionally we needed the ability to apply our City seal to contracts, which you can do with docusign, BUT again it does not put it where you'd want it on the last page with signatures, instead it places it on a new page which ALSO comes into Laserfiche as a separate page. So documents coming into Laserfiche from Docusign do so as several PDF's, and frankly it's a pain determining which "certificate's of completions" go with which PDF documents. Usually the easiest way to tell is by the envelope creator and time stamp. If you want to keep all the documents together, we end up generating pages of all the related PDF's  and cutting and pasting the pages to the original document they relate to. No easy task even with workflow.  Would love to hear any thoughts from others of work-arounds or questions/comments!

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