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ChayceDuncan's avatar
ChayceDuncan
Qrew Captain
4 months ago

Docusign Pipeline Assign Signer

I need to use the Docusign action through Pipelines to upload a document for signature and have the actual signature tag auto-assign to the right spot in the document for each applicable signer but haven't been able to do so. I've tried every iteration of anchor tags that I can find in public forums and docs - but nothing gets picked up like I expect. When the document is upload - I can assign the actual signer but then they are prompted to drag the signature block onto the form and sign then. 

For the purpose of this question - I cannot use Templates so neither pipeline action for templates will suffice. I've tried Template Matching in Docusign but I'm not overly confident on the foolproof nature even if I could get it to work so likely not an option either. 

Essentially what are the options to upload an arbitrary document to Docusign and have the signers already mapped in the document? 

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