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Dynamic Template Update via API for Multi-Signer Workflow with Azure Integration

  • January 24, 2025
  • 1 reply
  • 59 views
A
Newcomer
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Hi everyone,

I'm working on a DocuSign integration where I want to use a template that dynamically updates as it progresses through a multi-signer workflow. Here’s the flow I’m trying to achieve:

  1. The initial template is populated with some hardcoded values for the first signer.
  2. Once the first signer completes and the envelope is redirected to the next signer, the template should dynamically update certain fields (e.g., names, amounts, or other placeholders) using data retrieved from an Azure Storage Account via API.
  3. This process should repeat for each signer, with the template being updated dynamically based on the signer’s role and data pulled from Azure.

Steps I’ve Considered:

  1. Use the DocuSign API to create an envelope based on a pre-defined template.
  2. Populate initial tabs (fields) using the API (e.g., using templateRoles).
  3. Trigger a webhook or callback (via Connect) after each signer to:
    • Retrieve data from an Azure Blob or Table.
    • Update the envelope fields dynamically for the next signer using PUT Envelope Update API.
  4. Continue until all signers have completed the workflow.

Challenges/Questions:

  1. Is it possible to update envelope fields dynamically after each signer completes, without canceling or re-sending the envelope?
  2. Can data be pulled directly from Azure Blob Storage or any external API and injected into the envelope during the workflow?
  3. Are there any best practices for setting up such a dynamic workflow using DocuSign templates?
  4. How do I configure Connect to ensure I get notified after each signer completes?

Tech Stack:

  • Backend: Python (Azure Functions)
  • Storage: Azure Blob Storage
  • DocuSign Integration: REST API
  • Templates: Pre-defined in DocuSign

Objective:

I want to ensure a seamless experience where the same envelope can update its fields dynamically for each signer while pulling new data from Azure at each step.

Any guidance, code samples, or suggestions would be greatly appreciated!

1 reply

Michael.Rave
Docusign Employee
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  • Michael.RaveDocusign Employee
  • Docusign Employee
  • 929 replies
  • January 24, 2025

​@alin.alqutob 

Yes, this is possible, but you Docusign eSignature will not pull any data from your systems. You have to update Docusign eSignature via an API call and update the desired values. Ideally you can provide all values when creating the envelope, otherwise you will have the option to correct the envelope and change them later.

If you want to do some calculations and update fields in-between signers, you could add some placeholder recipients to block the envelope from being routed to the next signers, make the desired API update calls and then remove the placeholder recipient or correct it to the desired recipient.

Docusign Connect can be used to trigger your application to query the envelope after a recipient has signed and to make the necessary updates to the envelope as described above.

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

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