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vinayj6479
vinayj6479
July 17, 2023
Question

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

  • July 17, 2023
  • 3 replies
  • 0 views

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.

    3 replies

    vinayj6479
    vinayj6479Author
    July 17, 2023

    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"
    }
    }
    }
    }
    }
    }
    }
    )

    A
    ankitas0441
    August 20, 2024

    Hi [mention:c74e1456cbe34adbb9a1589bd918811b:e9ed411860ed4f2ba0265705b8793d05] ,

    Could you please help me understand how you implemented this functionality as I need to the same.

    miguelb9412
    miguelb9412
    July 17, 2023

    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.

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