Docusign CLM Multiselect Attribute Field for Signer

Question

We were able to use the dynamic dropdown option for multiselect when setting up a dynamic approver step initiating via DocGen. When those applicable groups are selected, it looks for the task group associated with those approvers and assigns correctly. What we are trying to do now is to extend that same functionality to the eSignature step. I have tried to use the same variable we used for the approvals, but seems that the eSign cannot look into the task group to assign a user as I keep getting the error that an email has not been defined.

Can I somehow apply the same logic but to a signature step where it can identify and assign a signer? Or is this not possible and need to be executed manually? This is a dynamic selection and could be different every time this form is submitted. Thank you!

Michael.Rave · Answer

​@sgreerDocusign eSignature has a Signing Group functionality, which allows to send it to a specific, staticgroup and any member of that group is able to access the envelope and sign it. At this point in time there is no relation to task groups in CLM or groups in CLM or eSignature. Signing Groups are it’s own entity and need to be defined in Docusign eSignature.You would need to implement the logic to select the desired recipient(s) or signing group(s) in CLM and pass the correct information dynamically as part of the Send for Signature step to pre-fill the corresponding role(s) in the eSignature template or select them manually in eSignature, if that is easier for the sender to accomplish. In order to apply the signature fields via anchor tags correctly, you need to create am eSignature template for the max. number of signers and provide the name and email addresses for every recipient.

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