I have an existing template which is applied when we upload contracts to DocuSign via our contract management system. The template recognises the type of contract and places the signature blocks where they need to be.
Is there a way to have that template (which is applied to a document loaded into DocuSign) attach a document to the envelope when the template is applied? For example, we want a cover letter / disclaimer to be attached to every Contract that is issued via DocuSign.
There is not automated way of adding additional documents per default to every contract issued via DocuSign available. However, you state that you are triggering DocuSign via your contract management system. If this is a custom development you could integrate your requirement into the API call to DocuSign, uploading the additional cover letter / disclaimer automatically or adding a second template to the envelope.
You want to look at Composite Templates to implement this requirement.
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