Hi team,
We are Using DocuSign Connected System, we have a Requirement to send a mail to a Person and once that person Completed Performing DocuSign that has Envelope with the First person Signature has to send to the second Person to perform DocuSign.
Help me in Understanding to implement this Requirement.
Thankyou
J Vinay.
Discussion posts and replies are publicly visible
a!toJson( { "emailSubject": "Request to sign documents", "recipients": { "signers": { { "email": ri!AdvisorEmail, "name":ri!AdvisorName , "recipientId": "1", "routingOrder": "1", "tabs": { "dateSignedTabs": { { "anchorString": "signer1date", "anchorYOffset": "-6", "fontSize": "Size12", "name": "Date Signed", "recipientId": "1", "tabLabel": "date_signed" } }, "fullNameTabs": { { "anchorString": "signer1name", "anchorYOffset": "-6", "fontSize": "Size12", "name": "Full Name", "recipientId": "1", "tabLabel": ri!AdvisorName } }, "signHereTabs": { { "anchorString": "signer1sig", "anchorUnits": "mms", "anchorXOffset": "0", "anchorYOffset": "0", "name": "Please sign here", "optional": "false", "recipientId": "1", "scaleValue": "1", "tabLabel": "signer1sig" } } } }, { "email": ri!Email, "name":ri!FullName , "recipientId": "2", "routingOrder": "2", "tabs": { "dateSignedTabs": { { "anchorString": "signer2date", "anchorYOffset": "-6", "fontSize": "Size12", "name": "Date Signed", "recipientId": "2", "tabLabel": "date_signed" } }, "fullNameTabs": { { "anchorString": "signer2name", "anchorYOffset": "-6", "fontSize": "Size12", "name": "Full Name", "recipientId": "2", "tabLabel": ri!FullName } }, "signHereTabs": { { "anchorString": "signer1sig", "anchorUnits": "mms", "anchorXOffset": "0", "anchorYOffset": "0", "name": "Please sign here", "optional": "false", "recipientId": "2", "scaleValue": "1", "tabLabel": "signer1sig" } } } } } } })
Hi @j_Vinay
To implement this requirement using DocuSign Connected System, you can set up a workflow where an email is sent to the first person with the DocuSign envelope. Once the first person completes their signature, an automated action triggers the system to send an email notification to the second person, prompting them to perform their DocuSign signature on the same envelope. This workflow ensures a smooth transition between the two signers.