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Question

File Upload Pipeline for Docusign

  • November 1, 2022
  • 0 replies
  • 72 views

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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  • Author
  • Registered
  • November 4, 2022
Figured this out, all is well.

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

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Marjorie McKenna
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