yelas1 Member since 2014 75 posts
Posted: 1 year ago
Last activity: 1 year 2 months ago

DocuSign - dynamic tagging

We are on Pega Platform 8.2.2

The documents to be signed are uploaded by case worker. These documents are not generated by Pega.

We have a requirement that the business be able to tag the document which recipient should sign at which fields in the doc. The reason being, there is no standard document template. Every document can have signee fields in different places.

Pega case should first send the document via DocuSign to the business, the business should be able to tag which party should sign at which place, Pega should then send the doc to the parties for signature.

Is this possible?



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