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Newcomer
April 10, 2024
Solved

eSignature Adjacent Field for Automatic Numbering

Do eSignature templates allow the creation of a one-up or automatically increasing number each time a  PowerForm/Template is created? Ideally, we want to have a means of tracking documents with a smaller identifier than the envelope ID. Appreciate any insight!

Michael.Rave
Docusign Employee
April 10, 2024

@serodgers 

No, there is no option available to have an automatically increasing number in DocuSign eSignature whenever a PowerForm/Template is created at this point in time. You could create an envelope custom field, but this would need to be manually increased by the sender and does not have a counter or similar available. When sending through an integration this can be achieved by adding the number into the payload.

 

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1 reply

Michael.Rave
Docusign Employee
Docusign Employee
April 10, 2024

@serodgers 

No, there is no option available to have an automatically increasing number in DocuSign eSignature whenever a PowerForm/Template is created at this point in time. You could create an envelope custom field, but this would need to be manually increased by the sender and does not have a counter or similar available. When sending through an integration this can be achieved by adding the number into the payload.

 

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"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.