Merge in workflow after signature

Question

Hi

I have a doc gen form which goes out for signature in eSign - at this point an additional document (contract) will also be added to the envelope for signature as well.

Once the doc gen form and contract have been signed is there a way to combine these documents in a workflow. At the moment they are in the destination folder as 2 seperate documents. I know the PDF can be merged manually but I want it to be automatic in the workflow after signature if possible.

I have been trying to use the combine doc step I saw on a previous post but am not getting much luck with it.

thanks

Shelley

Pawan Gangwani · Answer

Hello @sjclvI hope you doing great. My question is where the additional attachment is getting attached?and who is attaching the document is it the recipients or sender?Thanks!

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