Docusign Placeholder coding

Hi Joonas

Hoping you can help please - we have a customer who wants to use DocuSign to collect signatures from their client, but also have them fill in a number of text fields on the document.

Are additional text fields available via the current M-Files DocuSign integration? If not, are there plans to make these available in the future?

Many thanks, Matt

Hi matthew@documentmanagementsoftware.com.au 

We are using internally (to sign our contracts with our clients) MFiles + Docusign. To anable our client to fill datas in the document (IBAN + RIB to be joined) we are using the "quick Send and Sign" configuration.

This offers multiple possibilities (when using "models" in DocuSign) but require to go out of MFiles and use Docusign more manually.

Hi EmmanuelM , thanks for your reply! We will keep Quick Send & Sign in mind, the customer prefers to use a workflow to send the document for signing, however they realise there are some limitations to that method. Appreciate your insights.

Kind regards,

Matt

Hi EmmanuelM , thanks for your reply! We will keep Quick Send & Sign in mind, the customer prefers to use a workflow to send the document for signing, however they realise there are some limitations to that method. Appreciate your insights.

Kind regards,

Matt