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  • 1.  File Upload Pipeline for Docusign

    Posted 11-01-2022 16:01
    Edited by Dana Hauser 11-01-2022 16:05
    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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  • 2.  RE: File Upload Pipeline for Docusign

    Posted 11-04-2022 18:05
    Figured this out, all is well.

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    Dana Hauser
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  • 3.  RE: File Upload Pipeline for Docusign

    Posted 11-04-2022 20:53
    Dear Dana, 
    Kindly share how !

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    Prashant Maheshwari
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  • 4.  RE: File Upload Pipeline for Docusign

    Posted 11-08-2022 15:39
    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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