Send Envelope to two users for Docusign , one after the Other

Certified Lead Developer

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.

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  • 0
    Certified Lead Developer

    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"
    }
    }
    }
    }
    }
    }
    }
    )

Reply
  • 0
    Certified Lead Developer

    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"
    }
    }
    }
    }
    }
    }
    }
    )

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