Hello, @llima 

Welcome to the DocuSign Community!

Based in your described scenario, I’d suggest to use an advanced feature called Agreement Actions.

It’s possible to create an Agreement Action to save all the signed documents, once for each completed envelope, configuring using the If Then approach (or logic) as for example: IF the template named XYZ is used Then save the signed envelope to a Drive (Google, OneDrive, SharePoint, and others) as a zip file with the signed documents.

On this video you can see how to configure it.

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I hope that helps!

Best,

Alexandre

Hi Alexandre,

thank you for your return! 

But in this case, I would have a dossier with each pdf signed, right?

I wanted one single pdf with all the signatures (because I created a single presence sheet template with each participant’s name). I wanted to have like a real paper presence sheet with the signatures all together, you know? 

Do you think it is possible ?

Hello, @llima 

If your template has the sheet presence document with all the signers’ names, Sign here, Signed Date, and other fields if you’re using them, when the last recipient signs the document then the envelope will be changed for Completed and your sheet presence will be there with all the signatures on it. Also, a Certificate of Completion (Audit file) will be automatically generated for each completed envelope.

Using Agreement Actions can be configured to save a in a spreadsheet details for each complete envelope that used such template. 

in this figure, a Rule was created for every time a specific Template is used Then two things will happen (Then):

1. Save a zip file with the complete envelope and files
2. Add an entry (row) with all details in a selected spreadsheet

I hope that answer your question. Of course, this approach is one that could be used, perhaps other members of this community may offer other possible options.

Best,

Alexandre

Hello @llima ,

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Best regards,

Nathaly | DocuSign Community Moderator
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