Question

Merge in workflow after signature

  • 10 June 2024
  • 1 reply
  • 23 views

Badge +2

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


1 reply

Userlevel 3
Badge +7

Hello @sjclv 

I 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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