Dynamic Number of Signers
Let’s say I have a Contract object in Salesforce that has a single signer field for the company which is a lookup to User. Then I add four different lookup fields to Contact because a given contract can require 1 to 4 customer signatures and this is different by Account. Let’s assume for a simple example that on the Account object I have a picklist called ‘Number of Signers’ and a value of 1 to 4 is selected. So now we know on the Contract to make sure we enforce that we get the proper number of Contact lookup fields to be populated.
So now the data on the Contract is set.
Now it is time to send the Contract. I want to setup my Docusign template so that the sender does not have to select between 4 different templates based on the number of signers. I want the Word Doc to be dynamic so that if only two Signatures are required (so two of the Contact lookup fields on the Contract are now populated) then only the spots for Signatures 1 and 2 show up.
Is there some type of Dynamic Signatures feature to do this? I saw a kind of Dynamic Tables feature but I could not see how that would work.
I would hope this could be done with configuration or maybe setting some type of Conditional Field or Conditional Rule within the template.
If the only option is API calls or doing more customization I am happy to do that. I am just hoping there is a standard configuration way to do this.
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