DocuSign Activity - Multiple Signers

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Stephan Lefebvre

• 2018年05月04日 00:01

I am trying to figure out exactly how multiple signers works with the AgilePoint DocuSign Activity.

 

I currently have Anchor Text "SIGN HERE" but have 3 different signers that have to sign in multiple locations.

 

Under the Anchor Text I am given options to include Type/Name/Value where Type can be Text, Email, Company, or Title.

If I selected Type of Text with Name SIGN HERE 2 and Value SIGN HERE 2 is that what is required to essentially create a second Anchor Text String?  Any guidance or additional documentation related specifically to multiple signers for AgilePoint

 

(Found plenty specifically related to DocuSign so I know it is easily possible)

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  Lucas Drege

  • 2018年05月11日 16:19

  Hi Stephan,

  We raised this to our product team, and it seems that multiple anchor strings is not possible with our Docusign integration.  However, it may be possible to implement this using the REST AgilePart, and the Docusign REST API.

  https://docs.docusign.com/esign/guide/usage/quickstart.html 

  Thanks,

  Lucas

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