I’m currently attempting to integrate DocuSign into an existing process that iterates through an excel file and for each row, creates 3 separate PDF forms, fills them in with information, and emails them to someone. I’ve been able to successfully create the envelopes, fill the forms out with the preexisting information and send the envelopes.
However, the forms getting sent to the recipient have the file name of “First_Name Last_Name…”, and I’d like to be able to pass a dynamic argument of the names in and rename the document before sending it out. So far, I’ve been unsuccessful in achieving this, and was hoping someone would have some insight in how to accomplish this task?