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!

Merge in workflow after signature

1 reply

Reply

Reply

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Scanning file for viruses.

This file cannot be downloaded