File Upload Pipeline for Docusign

Question

I've setup a pipeline to upload a completed Docusign document when a Prospect electronically signs the document.

It's working fine, but it uploads 2 documents separately each time. One of the uploads is the document, and the other is all the Certificate info about the doc. This isn't needed.

Is there a way to make it only upload the document, and NOT also upload the Certificate as well?

In the pipeline, I'm using this jinja for the upload: {{b.file_transfer_handle}}

Thank you for any advice!

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Dana Hauser
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danahauser · Answer

Figured this out, all is well.------------------------------Dana Hauser------------------------------

prashantmaheshw · Answer

Dear Dana,&nbsp;Kindly share how !------------------------------Prashant Maheshwari------------------------------

marjoriemckenna · Answer

I need to create a pipeline for our DocuSign, can you share with me how to set that up?------------------------------Marjorie McKenna------------------------------

Forum Discussion

File Upload Pipeline for Docusign