We have been struggling with getting around the DocuSign activity integration for sometime now, so wanted to check if anyone has faced similar issue or have found a work around for it. Also, this issue would call for an update in the activities available currently for the DocuSign.
We were able to send out envelope using the DocuSign activities with multiple attachments, multiple recipients and specific Subject and that works perfectly fine. Here, we are using the ‘Create Envelope And Send’ activity.
The issue is that we also need to send certain message (static) along with the Envelope. We currently do not see any input where we can add a custom message.
As a work around, we tried using the Template where the default message is already there. The issue here is:
- When we use the ‘Create Envelope From Template’ activity, it doesn’t have input for adding the attachments.
- Neither, the ‘Send Envelope’ activity has an option for adding the attachments.
When the ‘Create Envelope And Send’ has input for adding the attachments, either the ‘Create Envelope’ and ‘Create Envelope From Template’ or ‘Send Envelope’ also should have the ability to add the attachments. Seems to be a disconnect here.
We can use the ‘Invoke DocuSign Operation’ to some how add the attachments to the Envelope but it would have been very simple if the activities present had the ability to add the attachments.
Really appreciate if anyone has any input to unpuzzle the above scenario.