Send formatted email template in Adobe integration

Hi all,

We’re trying to send a formatted HTML email during the "Review and Send for Signature" step in DocuSign. Plain HTML isn’t rendering properly.

We have Adobe E-Sign integration working for signature. I know we can send HTML in Send Email step, but need to check feasibility on signature related steps.

Has anyone done this or know if it’s supported?

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@Servesh

DocuSign allows you to send envelopes via API where the documents can be HTML-based. You can refer to this article for more information:

https://developers.docusign.com/docs/esign-rest-api/how-to/creating-signable-html

Hi @JohnSantos

Thanks for your inputs. Perhaps I should have clarified that I’m referencing the email body that is being sent not the document itself. I need this in a docusign CLM workflow step. I’ve tried to directly write the html but that doesn’t work for the step that I mentioned.

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