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We use DocuSign Connect to automatically route completed DocuSign Envelopes into Laserfiche.
Some of our forms/templates may be sent out before the account number needed for routing either is or can be created.
Currently we are using a Document Custom Field for the account number which is the last step before the envelope completes.
Staff find this cumbersome and would prefer to use an envelope field. We can use an envelope field for most templates but we may need a more nuanced approach for these 14 forms that may or may not have the account number available at envelope creation.
- Do you have any recommendation on how to accommodate this workflow?
- Would it be possible to set a drop down at the envelope field level where staff are asked if an account number is available and if Yes they can enter it as a custom envelope field, and if not then the field will be added as the last step as Custom Document Field?
