+2Hi Everyone!
Situation:
I have the Document ID already saved. Using this ID, I would like to retrieve the document from the Document folder into the CLM Flow, and then combine it with the current PRAM document using the "Combine Documents" step in DocuSign CLM.
Could you please guide me through the steps to accomplish this?
Any suggestions?
Best answer by addis
I was able to achieve the desired outcome, and I’m sharing the steps here in case they’re helpful to others:
I used the Find Document step to locate the target document from a file location, using a variable that holds the document ID.
Then, I used the Update Variable step to concatenate the two document IDs — the primary document and the one retrieved from the file location.
Finally, I used the Combine Documents step to merge the documents into a single file.
Hope this helps someone facing a similar use case!
+2I was able to achieve the desired outcome, and I’m sharing the steps here in case they’re helpful to others:
I used the Find Document step to locate the target document from a file location, using a variable that holds the document ID.
Then, I used the Update Variable step to concatenate the two document IDs — the primary document and the one retrieved from the file location.
Finally, I used the Combine Documents step to merge the documents into a single file.
Hope this helps someone facing a similar use case!
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Back to Docusign.com
