What is a Document ID in Make integration

Hello @Iberio ,

Welcome to the Docusign Community and thank you for posting your concerns!

Are you using a template? Have you tried the template ID or an Envelope ID?

• Envelope ID: Locate a Docusign envelope ID
• Template ID: Locate a Template ID

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
 

Hello @Iberio ,

Are you able to provide the information that I previously requested? If so, please do so in a reply to this question so that I am able to further assist you with your issue.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hi, I’m sorry for my late. No, we are not using a template. The Document we need to have signed is generated by a CRM and it is different depending of some variables in the document (gender, kind of job, age,...) of the recipient. We use a template in Make, as it should be easier.

Thank

Hello @Iberio ,

Thank you for reaching back and no worries.

 After some further research we have found that on the API level, we have a Document ID information. In case you are talking about the Docusign Document ID then you would need to collect it from the envelope information through Make and provide it in your workflow. It seems that Make provides a way to collect the envelope information including the documents' data, so you can collect it from there.

In case you are not able to collect the IDs from this action in this connector or it's not returning the IDs there, I recommend you check with Make (as they own this connector).

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Thanks Nathaly, I followed the instructions and I am detecting another type of error. I explain the flow for clarity:

1. My CRM sends Make a series of information including a PDF document saved locally
2. In Make the PDF document is uploaded to the drive folder
3. In make the same document is retrieved from drive to be passed to the signature
4. The Docusign module needs to take this document and have it signed using my DocuSign business account

I only find one blocking error: the document ID is never valid.

I try this solution: I  inserted an index in the CRM that I attach to the document to be signed. This type of error is no longer detected, on the contrary I detect another one, that is, the Docusign module expects a series of documents (array) to be signed, while I send only 1. I tried to insert more documents to be signed, but the error is always the same: 

• Array of objects expected in parameter 'documents'.

Thank for your suggests

Iberio Michieli
No Code Solutions and GWApps Exclusive for Italy

Hello Nathaly, I resolved the ID issue. Now my CRM create variable file in pdf format and send fine it to docusign. A last questione I have to approach now. How to place sign placeholder in a file built outside docusign ? I tried to use Models but don’t seems the correct way. In bief I need that when I send the File towards Docusign in Make I should be able to tell him to use a particular model only to find the sign placeholder.

Thank you

Iberio Michieli
No Code Solutions and GWApps Exclusive for Italy

Hello @Iberio ,

Thank you for reaching back and no worries.

I’m glad to hear that the ID issue you were facing is working now.

Regarding your other question, you are looking to place a signature field placeholder on the document when sending through the Make integration, is that correct?

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Yes is correct. The workflow build a dinamic file that is passed to make as pdf, make write the timestamp on it, top left and send to recipient for signing. The signer sees only the doc but cannot sign it as there is no placeholder on it. The question is exactly how to place it in a pdf already built.

Thank for suggests

Iberio

Hello @Iberio ,

Thank you for reaching back.

You could define a signing tag with coordinates. Usually, anchor tags are easier for placing tags accurately, but you have to embed the anchor strings in the doc itself, or, if there is already some unique text on the doc near where you need to sign that never changes position relative to the signing lines, you can use that: https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!