In Workflow Builder (formerly Maestro), is it possible to get the document uploaded by the user in the request

Question

Hi everyone,I am trying to understand how to reuse a document uploaded through an Agreement Request desk inside a Workflow Builder (formerly Maestro) workflow and include it in an eSignature envelope.My workflow starts from a Web Form that contains several fields and one attachment field where the user uploads a document. The uploaded file is visible in the Agreement Desk request.However, I am confused about which step should be used next:- "Prepare document" seems to generate a document from a document template- "Get document from request" seems to retrieve documents generated from a document template in Agreement Desk- but my document is uploaded by the user through the Web Form, not generated from a templateSo my question is:How can I reuse a document uploaded via a Web Form attachment field and include it as a document in the "Send documents for signature" step in Workflow Builder (formerly Maestro)?Is "Get document from request" expected to work with Web Form attachments, or is there another way to map these files into the envelope?Thanks in advance for your help.

Digidemat · Answer

I have a similar issue. I start a new Request, which is also the starting point for a workflow.
→ The document is not initially in the request, but it’s added by the Workflow Builder with a “Prepare document template” step.
→ There are 2 people reviewing the document and they both approve it without any modification (for the sake of not adding extra complexity).

[Checking the Docusign support pages, I learned that before sending the document for signature, I need to use the “Get document from a Request” step, to make sure I’m sending the latest variant (in real life scenarios, the doc. can be changed during review, so I need to retrieve the final variant and send that to signature, not the initial doc.)]

→ I’m adding a “Get document from a Request” and select the correct template, then I add the “Send doc for Signature step”.

→ When running the flow, it always fails at this “Get document from a Request” step, with a “Bad Request” error:

"BadRequest", "status": "Failed", "apiError": { "statusCode": 400, "errorDetail": { "errorCode": "ERR_10101", "message": "{\"title\":\"The value 'null' is not valid.\",\"status\":400,\"detail\":\"ValidationError\"

I tried deleting the steps and adding them again, to avoid calling old versions of the document, but nothing works.

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